# Creating & Managing Invoices

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{% hint style="danger" %}
**Note:** Before you can **send invoices through Digits**, [your business has to be verified](https://help.digits.com/business-bills-and-invoices/business-verification).

* You can complete verification yourself.
* If you work with an accountant, they may complete it on your behalf (with your authorization).

You **can** draft and prepare invoices while verification is pending—**only sending is blocked** until verification is approved.
{% endhint %}

### How to Create an Invoice

1. From your dashboard, click **Invoices** in the left navigation menu.
2. Click **New Invoice** in the Draft column — or use the **New Invoice** button in the top-right corner.

<div align="left"><figure><img src="https://2167746963-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkMZS85OBZiJsAp9DvEIS%2Fuploads%2FrAkjo4CeC0tbH3nydjkp%2FCursor_and_Creating_and_Managing_Invoices_-_AR_AP_-_GitBook.png?alt=media&#x26;token=4dcf4e5d-0261-4b70-ba10-bda74065feb4" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="info" %}
**Tip:** :sparkles: Digits automatically generates invoice numbers, but you can set your own custom numbering format in **Settings → Invoices**.
{% endhint %}

3. Start typing to find an existing customer. If the customer doesn’t exist yet, click **+ Add Customer** in the dropdown to create a new one.

<div align="left"><figure><img src="https://2167746963-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkMZS85OBZiJsAp9DvEIS%2Fuploads%2F39ffpze3cvijNGPxsM3d%2FCursor_and_Creating_and_Managing_Invoices_-_AR_AP_-_GitBook.png?alt=media&#x26;token=892b0b08-989f-42b4-a7a4-07290bb54dad" alt="" width="353"><figcaption></figcaption></figure></div>

4. Add the invoice details—select your items, set the invoice and due dates, and include a discount if you are offering one.&#x20;
5. Click **Review**.

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### Review & Send

On the **Review** screen, you can:

* Add a **Memo** with a custom message.
* Adjust **branding** to match your brand (see [invoice-branding](https://help.digits.com/business-bills-and-invoices/invoice-branding "mention")).
* **Preview** how the invoice will look via email and payment link.

From here:&#x20;

* Click **Create without Sending** to save the invoice as a Draft
* If your account is verified, you can send the invoice and include a **Payment Link**

{% hint style="info" %}
⚠️ If verification is still pending, the invoice must be sent manually, and the payment link will be disabled until approved.
{% endhint %}

***

### Managing Invoices

From the **Invoicing** tab, invoices are grouped into four columns:

* **Draft** — Created but not yet sent.
* **Sent** — Delivered to the customer.
* **Overdue** — Past the due date and still unpaid.
* **Paid** — Fully paid.

<table><thead><tr><th width="159.49005126953125">Invoice Status</th><th>Actions Available</th></tr></thead><tbody><tr><td><strong>Draft</strong></td><td>• Edit invoice details (customer, items, dates, memo, branding)<br>• Delete the draft<br>• Send (after Business Verification is complete)<br>• Duplicate to create a new invoice</td></tr><tr><td><strong>Sent / Overdue</strong></td><td><em>Edits are not supported once sent.</em> To change anything, you must void and recreate the invoice.<br><br>You can:<br>• Void the invoice<br>• Mark as Paid (for payments recorded outside Digits)<br>• Duplicate to generate a new draft with a new invoice number</td></tr><tr><td><strong>Paid</strong></td><td>• View details<br>• Download PDF<br>• Duplicate to create a new invoice</td></tr></tbody></table>

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### Edit Sent Invoices

To edit an invoice:

1. Click the **menu** in the top right corner and select **Edit** **Invoice** from the drop-down menu.

<div align="left"><figure><img src="https://2167746963-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkMZS85OBZiJsAp9DvEIS%2Fuploads%2Fk9u0ur97FKAWyDIPkJmy%2Fimage.png?alt=media&#x26;token=dcc57f37-6400-4ff2-8488-e748dac43e0e" alt="" width="563"><figcaption></figcaption></figure></div>

**Also see:** [edit-customer-info](https://help.digits.com/business-bills-and-invoices/edit-customer-info "mention")

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### Frequently Asked Questions

<details>

<summary>Do customers receive invoices automatically?</summary>

If [Business Verification ](https://help.digits.com/business-bills-and-invoices/business-verification)is complete, invoices can be **sent directly through Digits**, and customers will receive the email + payment link.\
Otherwise, invoices must be sent manually.

</details>

<details>

<summary>How does Digits handle Net 30 payment terms?</summary>

Digits defaults to Net 30 terms when creating an invoice. You’ll see the due date automatically reflect this, even though the term itself isn’t labeled on the invoice.&#x20;

</details>

<details>

<summary>Can I add a PO number or project name to an invoice?</summary>

We don’t yet support structured fields for PO numbers or project names on invoices (yet), but you can include that information in the product description.&#x20;

</details>

<details>

<summary>How do I download a PDF of an invoice?</summary>

Open any Sent, Overdue, or Paid invoice and use the **Download** button in the right sidebar.

</details>

<details>

<summary>What happens when I void an invoice?</summary>

Voiding cancels the invoice and moves it out of collections or AR workflows.\
To issue a corrected version, use **Duplicate** to create a new draft.

</details>

<details>

<summary>How do I view voided invoices?</summary>

From the Invoices page, click the **menu** in the top-right corner and select **Show Voided Invoices**. This will display all invoices that have been voided for reference or review.

</details>

<details>

<summary>Can I change the invoice number?</summary>

Digits automatically generates invoice numbers, but you can edit invoices individually or set your own custom numbering format in **Settings → Invoices**.

</details>

<details>

<summary>Payments Pricing FAQ</summary>

See: [digits-pay-pricing](https://help.digits.com/business-bills-and-invoices/digits-pay-pricing "mention")

</details>

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**Questions about invoicing in Digits?** Email [**help@digits.com**](mailto:) — we’re happy to help!
