Quotes & Invoices

Create Invoices and Collect Payment

2 min readUpdated 2026-07-25

Bill It Right

Invoices turn approved work into paid work. The Drip Merch invoice editor uses the same clean, PDF-style layout as quotes, with dynamic line items and a totals block that recalculates as you build. Start from Invoices → New, choose your customer, and add what you're billing for.

Build the Invoice

  • Use the product picker to add line items to the invoice.
  • Adjust quantities and pricing; the dynamic totals block updates instantly.
  • Add any additional charges or discounts so the balance reflects the true amount owed.
  • Pick an invoice template to control the layout and branding.
  • Record Payments

  • Open the invoice and use Record Payment to log money received.
  • Enter the amount, and the Balance Due updates automatically.
  • Handle partial payments and deposits by recording them as they come in, so the outstanding balance is always accurate.
  • Send and Share

  • Generate a PDF of the invoice to email to the customer.
  • Send the invoice so the customer has a clear, professional record of what they owe.
  • Keep the invoice updated as payments land, so both you and the customer see the current balance.
  • Stay on Top of Balances

  • Track which invoices are fully paid versus still carrying a balance.
  • Use the balance-due figure to follow up on outstanding amounts.
  • Tie invoices back to their orders so billing and production stay connected.
  • With dynamic totals and simple payment recording, invoicing stays fast and accurate, so you spend less time on paperwork and more time getting paid.

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