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Upcoming orders

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{{calHeadingEmoji}}Bake sale calendar

Packing checklist · {{ev.totalUnits}} total

No events this day

Upcoming events

No treats match "{{treatSearch}}"

cost {{treat.costDisplay}} · margin {{treat.marginDisplay}}

⚠ {{treat.lowMarginMsg}}

⚠ Label incomplete: {{treat.labelIncompleteMsg}}

{{ing.costDisplay}} / {{ing.unit}}

{{pkg.costDisplay}} / {{pkg.unit}}

Vendor-approved rates for corporate invoices.

EST

#{{est.number}} · {{est.companyName}}

{{est.date}} · {{est.itemsSummary}}

#{{inv.number}} · {{inv.date}} · {{inv.itemCount}} item(s)

No invoices here.

Client

Corporate account rates

Use the vendor rate sheet pricing for this invoice

Add from treats

No treats match "{{treatSearchForInvoice}}"

qty

price

Order details

Event date

Occasion

Pickup or delivery

Delivery fee

Waive delivery fee

Payment method

⚠ {{corporateMinOrderWarning}}

⚠ {{corporateRushWarning}}

Corporate account terms: $50 order minimum, 7-day standard lead time.

Corporate invoice details

Notes

Card processing fee

Waive-able rate: %

Ask for a tip

Shown on the Square checkout page

Subtotal{{draftSubtotalDisplay}}

Delivery fee{{draftDeliveryFeeDisplay}}

CC fee{{draftFeeDisplay}}

Total{{draftTotalDisplay}}

Internal only · not shown to client

Cost{{draftInternalCostDisplay}}

Profit{{draftInternalProfitDisplay}}

Sale group:

{{invoiceDetail.groupName}} · Change

Order details

{{invoiceDetail.deliveryMethod}} · {{invoiceDetail.deliveryLocation}}

Event date: {{invoiceDetail.eventDate}}

Payment: {{invoiceDetail.paymentMethodLabel}}

{{it.qty}}× {{it.name}}

Order value{{invoiceDetail.orderValueDisplay}}

Delivery fee{{invoiceDetail.deliveryFeeDisplay}}

Delivery: {{invoiceDetail.deliveryFeeWaivedReason}}

CC fee ({{invoiceDetail.ccFeePercent}}%){{invoiceDetail.feeDisplay}}

Total{{invoiceDetail.totalDisplay}}

Internal only · not shown to client

Cost{{invoiceDetail.internalCostDisplay}}

Profit{{invoiceDetail.internalProfitDisplay}}

On the PDF footer

Logo + scan-to-follow QR print on every invoice

{{cl.name}}CORPORATE

lifetime

No clients yet — tap + to add your first one.

lifetime spend

Phone

Address

Notes

Order history

No orders yet.

Profit this year · {{finMarginPct}} margin

vs last year

Revenue

Spending

Sales breakdown

Revenue

Cost

Profit

No paid sales in {{finYear}} yet.

Revenue

Cost

Profit

No paid sales in {{finYear}} yet.

{{exp.date}} · {{exp.categoryLabel}}{{exp.qtyLabel}}

No spending logged for {{finYear}} yet — costs are logged automatically when you add ingredients.

{{exp.dateDisplay}} · {{exp.categoryLabel}}

No spending logged for {{finYear}} yet.

under 20% thin

20–35% ok

35%+ good

Name

Unit you use in recipes

What did you pay?

e.g. eggs $3.99 for a dozen — enter 3.99 and 12

Pack cost ($)

= {{computedUnitCostDisplay}} per {{unitOrPlaceholder}}

Allergens (for cottage food labels) — common ones (wheat, milk, eggs, nuts, etc.) are detected automatically; only check these to add ones we'd miss

Density override (g per mL, optional)

Only needed if this ingredient is measured by cup/tbsp/tsp and isn't a common staple (flour, sugar, butter, etc. are already built in).

Label name (optional override)

Plain item name only — no brand or size. Leave blank to auto-clean "{{form.name}}".

Sub-ingredient breakdown for label (optional)

Common items (flour, chocolate morsels, butter, brown sugar, baking soda/powder, vanilla extract) auto-fill a standard breakdown — only fill this in to override it. Brand names are stripped automatically if typed.

Name

Phone

Address

Notes (allergies, preferences…)

Tap “Choose photo” below

Choose photo

Drag the photo above to reposition it

Name

Sale price (per unit)

Corporate rate (optional \u2014 vendor rate sheet price, per unit)

Yield (units this recipe makes)

Labor time (minutes, whole batch)

Your hourly rate

Ingredients used (total for this batch/recipe)

Packaging used (per this recipe/batch)

{{row.name}} ({{row.unit}})

Ingredient cost (batch){{treatFormIngCostDisplay}}

Packaging cost (batch){{treatFormPkgCostDisplay}}

Labor cost (batch){{treatFormLaborCostDisplay}}

Cost per unit{{treatFormUnitCostDisplay}}

Profit per unit{{treatFormMarginDisplay}}

Net weight per unit sold, for the label (grams)

⚠ {{yieldMismatchWarning}}

Cottage food label preview

Made in a Home Kitchen

Permit #: {{labelPermitDisplay}} · {{labelCountyDisplay}}

Ingredients: {{labelIngredientsDisplay}}

{{labelAllergensDisplay}}.

Net Wt. {{labelNetWeightDisplay}}

Last printed {{lastLabelPrintDisplay}}

Date

Type

Title

Flyer (optional)

Tap “Choose flyer” below

Choose flyer

Drag the flyer above to reposition it

What she's selling

Notes

Estimate #{{estimateDetail.number}} — {{estimateDetail.companyName}}

✓ Signed copy on file: {{estimateDetail.signedFileName}}

View signed document

Once the client signs the exported PDF (via DocuSign or similar), upload the signed copy here.

Upload signed copy

This estimate is signed. Any change to items or pricing now requires a change order.

Change Order #{{co.number}}

Change Order #{{changeOrderDetail.number}} — Estimate #{{changeOrderDetail.estimateNumber}}

✓ Signed copy on file: {{changeOrderDetail.signedFileName}}

View signed document

Once signed, upload the signed copy here.

Upload signed copy

Close out: {{closeoutView.eventTitle}}

Enter how many of each item sold. Anything left over counts as a donation loss.

Planned {{row.planned}}

Sold

Remaining: {{row.remaining}}

Sold out at (optional)

Profit: {{row.profitDisplay}}

Loss (donated): {{row.lossDisplay}}

No items were planned for this event.

Revenue

Cost of sold

Profit

Loss (donated)

Net: {{closeoutView.netDisplay}}

Add expense

Date