Creating and Managing Invoices
Draft invoices for your clients, manage status from Draft to Paid, update customer details, and record external payments. Your client handles sending and collecting payments.
Before You Start: Business Verification
Note: Invoices require business verification. Your client can complete it, or you can complete verification on their behalf (with authorization). You can still upload and prepare bills while verification is pending.
You can draft and prepare invoices while verification is pending—only sending is blocked until verification is approved.
How to Create an Invoice
From your client's dashboard, click Invoices in the left navigation menu.
Click New Invoice in the Draft column — or use the New Invoice button in the top-right corner.
Tip: ✨ Digits automatically generates invoice numbers, but you can set your own custom numbering format in Settings → Invoices.
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.
Add the invoice details—select your items, set the invoice and due dates, and include a discount if your client offers one.
Click Review.
Review & Send
On the Review screen, you can:
Add a Memo with a custom message.
Adjust branding to match the client’s look (see Customizing Invoice Branding).
Preview how the invoice will look via email and payment link.
From here:
Click Create without Sending to save the invoice as a Draft
If your client is verified, they can send the invoice and include a Payment Link
⚠️ If verification is still pending, the invoice must be sent manually, and the payment link will be disabled until approved.
Managing Invoices
From the Invoicing tab for a client, 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.
Draft
• Edit invoice details (customer, items, dates, memo, branding) • Delete the draft • Send (after Business Verification is complete) • Duplicate to create a new invoice
Sent / Overdue
Edits are not supported once sent. To change anything, you must void and recreate the invoice. You can: • Void the invoice • Mark as Paid (for payments recorded outside Digits) • Duplicate to generate a new draft with a new invoice number
Paid
• View details • Download PDF • Duplicate to create a new invoice
Edit Sent Invoices
To edit an invoice:
Click the menu in the top right corner and select Edit Invoice from the drop-down menu.
Also see: Editing Customer Information on Invoices
Frequently Asked Questions
Do customers receive invoices automatically?
If 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.
How does Digits handle Net 30 payment terms?
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. The due date communicates the expected timeline to your client.
Can I add a PO number or project name to an invoice?
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.
How do I download a PDF of an invoice?
Open any Sent, Overdue, or Paid invoice and use the Download button in the right sidebar.
What happens when I void an invoice?
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.
How do I view voided invoices?
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.
Can I change the invoice number?
Digits automatically generates invoice numbers, but you can edit invoices individually or set your own custom numbering format in Settings → Invoices.
Payments Pricing FAQ
See: Digits Pay Pricing
Got a question or feedback? Our team is all ears—come say hello!