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⚠️Getting Set Up for Digits Bill Pay & Invoicing (For Firms)

To protect your clients and ensure secure, compliant use of Digits Pay, we require business verification before enabling Bill Pay or Invoicing on any client account.

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Why Verification Matters

Verifying your client’s business:

  • Helps meet regulatory KYB/KYC standards

  • Prevents fraud and protects sensitive payment flows

  • Ensures payments and invoicing work as expected—no surprises, no delays

🚫 Payments won’t process until verification is complete.

✅ You can still add bills or invoices in the meantime—nothing will be lost. As soon as your client is approved, all existing entries will process automatically.

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One-Time Setup Per Client

The good news? This is a one-time setup per client. Once approved:

  • Their Bill Pay and Invoicing features activate

  • Any scheduled bills or invoices begin processing immediately

  • You don’t need to re-enter anything

1

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Start from Bill Pay or Invoicing

  1. Go to the Bill Pay or Invoicing page.

  2. A banner will appear for businesses that are not yet verified.

  1. Click Verify My Business to begin.

2

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Enter the Required Details

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The person completing this must be a company owner and signatory.

  • Business entity type and tax ID

    • Details for any beneficial owners (25%+) and the controlling individual (for example, CEO or managing member)

    Owner contact info:

    • Name

    • Address

    • Phone number

    • SSN (for identity verification)

3

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Submit for Review

  • Click Confirm & Submit.

  • Digits will send the information securely for verification—no further action needed on your side unless we request it.

4

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Review & Unlock Payments

Once the client is approved, payments and invoicing will begin processing normally.

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Frequently Asked Questions

chevron-rightDo I need to complete a verification for each client?hashtag

Yes. Each business must complete its own verification.

chevron-rightCan I do this on my client’s behalf?hashtag

Only if you're a listed owner or authorized signatory. Otherwise, your client must complete it.

chevron-rightWhat happens to bills or invoices I entered before verification?hashtag

They’re saved and will process automatically once approved.

chevron-rightCan my client still view or edit bills during verification?hashtag

Yes — but payments won’t be processed until verified.

Stuck? Email us at [email protected]envelope — we’re here to help.