Get paid faster with Digits Invoicing. Here's how to create, send, and manage invoices—all in one place.
How to Create and Send an Invoice
- Log in at my.digits.com
- Select Invoicing from the left-hand menu
- If prompted, complete your Company Profile and Business Verification
- Click New Invoice (top right) – an invoice number will be auto-generated
- Choose a customer or add a new one
- Fill in the invoice details:
- Items or services sold
- Discounts (if any)
- Due date, attachments, and notes
- Click Review
- Customize before sending:
- Memo: Add a personalized message
- Branding: Choose your colors and upload imagery
- Preview: See what your customer will experience via email or payment link
- Click Send to email the invoice directly, or use Create without Sending to copy a link or download a PDF
You can return at any point—your work saves automatically as a draft.
Managing Invoices
- From the Invoicing tab, view your invoices in Kanban-style columns:
- Draft: Not yet sent
- Sent: Delivered to customer
- Overdue: Past the due date
- Paid: Fully paid
- Open any invoice to:
- Edit: Available for drafts only
- Delete: Only for drafts (trash icon, top right)
- Void: For sent or overdue invoices (three-dot menu > Void)
- Mark as Paid: For payments made outside Digits (three-dot menu)
- Duplicate: Creates a new invoice with the same details and memo
Managing Invoices How to Add/Edit Customer Information
If you’re sending an invoice from Digits, you can update the customer name and email directly within the invoice flow.
- From the left-hand menu, go to Invoices > New Invoice
- In the Customer dropdown, select an existing customer or add a new customer
- Enter or edit the Company Name, Email Address, and Billing Address. Then, click Save
Edit Sent Invoices
To edit an invoice:
Click the Three Dots in the top right corner and select Edit Invoice from the drop-down menu.
Invoice Status Glossary
- Viewed: Customer has opened the payment link
- Payment Failed: Payment couldn’t be processed
- Processing: Payment is in progress and on its way to your account
- Void: Invoice cancelled and cannot be paid
- Scheduled (coming soon): Payment initiated, not yet received
- Payout Failed (coming soon): Payment received, but deposit failed
FAQs
Can I add notes or details to customer records?
While Digits doesn’t currently support a full notes section in customer profiles, you can leave a comment on a customer through the Customers view. Here’s how:
- Go to Customers in the left nav menu
- Click on a transaction linked to the customer
- Click the Speech Bubble icon in the top right corner to add a comment
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, but you can include that information in the product description.
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.
Need help with invoicing? Reach out to our team anytime!