Invoices

Create and track all buyer payments in BreederBuddy — deposits, puppy prices, and co-own fees. Accept cards online or record manual payments with full status tracking.

Invoices

Video walkthrough: Watch on Loom (link coming soon)

---

Invoices is where you create and track all payments for your program — deposits, puppy purchase prices, co-own fees, and anything else you bill a buyer for. You can accept payments online through the Buyer Portal or record manual payments you’ve collected another way.

---

What You Can Do Here

• Create invoices for buyers with line items, amounts, and tax
• Send invoices to buyers through the Buyer Portal for online payment
• Record manual payments (cash, check, Venmo, etc.) on any invoice
• Track payment status across all invoices — paid, unpaid, partial, or processing
• Link invoices to specific dogs and contacts
• Search and filter invoices by status, buyer, or date

---

How It Works

Creating an Invoice

1. Go to Invoices in the left menu.
2. Click Add Invoice.
3. Select the buyer contact and optionally link a dog.
4. Add one or more line items with descriptions and amounts.
5. Save and share the invoice through the Buyer Portal.

Payment Statuses

• Unpaid — invoice has been sent but no payment received yet
• Partial — buyer has paid some but not the full amount
• Processing — an online payment has been submitted and is in transit
• Paid — payment has been received and confirmed

Recording a Manual Payment

If a buyer pays you outside of BreederBuddy (cash, check, bank transfer), you can mark the invoice as paid manually:

1. Open the invoice.
2. Click Mark as Paid and enter the payment details.
3. The invoice status updates to Paid.

---

Key Terms

Term	What It Means
Line Item	A single charge on an invoice (e.g., “Puppy deposit — $500”)
Manual Payment	A payment recorded by you that was collected outside of BreederBuddy
Processing	An online payment that has been submitted and is being transferred

---

Tips & Common Questions

Can I accept credit card payments?

Yes — buyers can pay online through the Buyer Portal using a credit or debit card. Payments process through Stripe and are deposited to your bank account.

Can I add tax to an invoice?

Yes — you can add a tax rate to individual line items or set a default tax rate in your settings.

What if a buyer pays in multiple installments?

BreederBuddy tracks partial payments. You can record each payment as it comes in and the invoice status will reflect the balance remaining.

Why is the Resend button greyed out on an invoice?

Once an invoice is fully paid, you can’t resend it — there’s nothing left for the buyer to pay. If you need to send them something new, create a new invoice instead.

---

Still Have Questions?

We’re here to help. If something isn’t working the way you expect, or you’d like to have a discussion around a certain topic, please reach out to us anytime through the chat in the bottom right corner of your screen.

Thank you.