Digits AI Bill Pay & Invoicing

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

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.

1. From the left-hand menu, go to Invoices > New Invoice
2. In the Customer dropdown, select an existing customer or add a new customer  
3. 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 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

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:

1. Go to Customers in the left nav menu
2. Click on a transaction linked to the customer
3. 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.

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