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Overview

A Knead invoice is one clean piece of paper — a letterpress-style statement that pulls in your order automatically, adds up the total, and gives your customer a way to pay. You create it in a tap from the order, tidy up the line items and fees if you need to, then send it with a friendly email and a Review and pay button. This article walks through the whole flow.

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Creating an Invoice from an Order

Invoices don’t appear on their own — you decide when to bill. When an order is ready to invoice:
  1. Open the order from The Counter.
  2. Tap Create Invoice.
  3. Knead pulls in the order details automatically — items, quantities, sell units, and prices — and drops them onto a fresh invoice.
A Knead invoice shown as a single letterpress statement with the INVOICE label, From and Bill-to blocks, an items table, totals, and a handwritten note from your baker
Good to know: If you already collected a deposit on this order, Knead credits it automatically. The deposit shows up as a recorded payment and the invoice bills only the remaining balance — so you never double-charge. See Deposits and Partial Payments.

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What the Invoice Looks Like

Everything sits on one page, designed to feel handmade rather than corporate:
  • A large INVOICE label with the invoice number.
  • Your From block — your business name, email, and phone. (Your name prints as text; the invoice doesn’t print your logo.)
  • A Bill to block with your customer’s name and email.
  • An items table with four columns — Item, Qty, Unit, and Amount — where each line can carry a short note.
  • The totals: Subtotal, Tax (using your tax label, when tax applies), and Total Due.
  • A handwritten “A note from your baker” signoff at the bottom.
  • A green PAID stamp once the invoice is settled.
There’s also a private “For your eyes only” card for your own internal notes. This one is yours alone — your customer never sees it. Use it for reminders like “double-height tier, needs a dowel” or “she prefers pickup after 2.” Customers don’t need a Knead account to view or pay an invoice.

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Editing an Invoice

You can fine-tune any unpaid invoice. Tap Edit invoice to open edit mode, where totals update live as you type.

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Line items

  • Change a line — Adjust the quantity or unit price; the line’s amount recalculates.
  • Add a line — Include something that wasn’t on the original order.
  • Remove a line — Delete anything you don’t need.
  • Add a per-line note — A short note under any item (flavor, filling, a special request).

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Fees & discounts

Open the Fees & discounts section to add:
  • A delivery fee for drop-offs.
  • A rush charge for a tight turnaround.
  • A discount — discounts show in green so they’re easy to spot.

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Tax-free lines

While editing a line, tick “Tax-free line (e.g. delivery)” and it picks up a green Tax-free badge. That line is left out of the tax calculation — handy for delivery charges. For customers who are fully tax-exempt on everything, see Tax-Exempt Clients. The invoice editor showing editable line items and the Fees and discounts section with a delivery fee and a discount in green
Once any payment is recorded on an invoice, it locks and you can no longer edit it. Make your changes before you collect a deposit or payment.

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Sending the Invoice

Tapping Send opens a dedicated send page so you can review the email before it goes out. On the send page you can set:
  • To, Cc, and Bcc — the customer’s address is filled in for you.
  • Subject and Message — both editable, so you can add a personal line.
  • Attach PDF copy — a toggle that’s on by default, so a PDF of the invoice rides along with the email.
  • Send me a copy — toggle this on to email a copy to yourself.
A live preview shows exactly what your customer will receive, including the Review and pay button and a Venmo line (if you’ve added your Venmo username). Nothing sends until you confirm on this review step. The invoice send page with To, Cc, Bcc, an editable subject and message, the Attach PDF copy and Send me a copy toggles, and a live email preview
Pro tip: Use the Message field for pickup details like “Ready after 2 PM Saturday” so your customer has everything in one place — no separate text needed.

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Resending an Invoice

Already sent it? Any sent invoice has a Resend action. Use it to fix a wrong email address or send a fresh copy if the first one got buried. Resending doesn’t change the invoice’s status — it just puts the email back in front of your customer. You can also grab a shareable pay link for text or DM — see Sharing a Customer Pay Link.

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Recording a Payment

When a customer pays you outside of card checkout — cash, Venmo, check — record it on the invoice:
  1. Open the invoice from The Counter.
  2. Tap Record Payment.
  3. Enter the amount received and save.
The invoice updates to Paid (or Partially Paid) and the order reflects it. Recording a payment also emails your customer a receipt. Full details in Recording Manual Payments.
Good to know: When a customer pays by card, the invoice is marked paid automatically and they get a payment receipt — no manual step needed.

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When an Invoice Becomes Overdue

An invoice flips to Overdue the moment its due date passes with a balance still owing. An invoice due today isn’t overdue yet — it only turns over once the date is behind you. To nudge a customer, see Payment Reminders.

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Where the Money Goes

Card payments go straight to your connected Stripe account — you’re the merchant of record. Stripe’s processing fee comes out of your charge, the receipt shows your business, and payouts follow your own Stripe schedule. Knead takes no cut. For the full breakdown, see Understanding Processing Fees.
Still need help? Contact us