Accountant

Digits AI Bill Pay & Invoicing

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Send and Manage Invoices Through Digits

Digits Invoicing helps you streamline AR tasks for your clients. While you can't send invoices directly, you can draft and manage them—then let your client handle delivery and payment collection.


How to Draft an Invoice for Your Client

  1. Go to my.digits.com and log in.
  2. Choose the appropriate client from your firm dashboard.
  3. Select Invoicing from the left-hand menu
  4. Choose your client
  5. If prompted, complete your client's Company Profile and Business Verification
  6. Click New Invoice (top right) – Digits auto-generates an invoice number
  7. Select a customer or add a new one
  8. Add the invoice details (items, due date, attachments, etc.)
  9. Click Review
  10. Customize:
    • Memo: Add a custom message
    • Branding: Adjust invoice appearance to match client’s brand
    • Preview: Check how it looks via email and payment link
  11. Click Create without Sending to save the invoice as a draft


Your client will review and send the invoice themselves.

Managing Your Client’s Invoices

  1. From the Invoicing tab, select the client and view their invoices:
    • Draft: Not yet sent
    • Sent: Delivered to customer
    • Overdue: Payment past due
    • Paid: Fully paid
  2. Open any invoice to:
    • Edit: Available for drafts only
    • Delete: Drafts only
    • Void: Sent or overdue invoices (client approval required)
    • Mark as Paid: For payments made outside Digits (client approval required)
    • Duplicate: Create a copy with updated date and invoice number


Invoice Status Glossary

  • Viewed: Customer has opened the invoice
  • Payment Failed: Issue processing customer payment
  • Processing: Payment received and being deposited
  • Void: Invoice was cancelled
  • Scheduled (coming soon): Payment initiated
  • Payout Failed (coming soon): Issue depositing funds to business account



Questions about supporting your client’s invoicing in Digits? We're here to help!

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