Simplify your payments. Save time. Let MyDigiVA automate it for you.

Understanding Financial Automation with MyDigiVA CRM

For most small businesses and entrepreneurs, managing finances isn’t the fun bit. But cash flow - the money coming in and out of your business - is the lifeblood of everything you do.

It doesn’t matter how great your product is, how amazing your clients are, or how full your calendar gets.

If you’re not getting paid consistently, your business will feel stuck — and eventually, it will suffer.

The problem?

Many businesses still rely on clunky manual processes to send invoices, track payments, and chase clients.

That means hours spent on admin, awkward follow-up emails, missed payments, and plenty of stress.

And worse — delays in payments cause a ripple effect.

It impacts your ability to invest, plan, hire, or even pay yourself.

That’s where the MyDigiVA CRM steps in. You don’t just get access to powerful tools — you get a team who can set them up for you, fast.

If you’re ready to stop losing time to admin and start getting paid faster, sign up with MyDigiVA and let us set your invoicing and CRM on autopilot.

What MyDigiVA CRM Can Do For Your Finances

With MyDigiVA CRM, you can create, send, and track invoices in just a few clicks - with automations doing the heavy lifting behind the scenes.

You don’t need to remind yourself to chase unpaid invoices.

You don’t need to manually check who’s paid and who hasn’t.

And you definitely don’t need to bounce between different tools to manage it all.

With the right setup, MyDigiVA CRM can:

• Send professional, branded invoices in seconds

• Collect instant payments via Stripe or PayPal

• Trigger payment reminders automatically

• Support subscriptions and recurring invoices

• Track income in one clean dashboard

But like any powerful system, it only works if it’s built right. That’s where MyDigiVA comes in. We build and automate your finance workflows so you can focus on delivering value - not chasing money.

Want us to take care of it all? Start your setup today

Benefits of Financial Automation with MyDigiVA CRM

• Faster Payments: Clients get a slick, clickable invoice and pay directly via card.

• Time Saved: We create reusable templates and automations, reducing admin to just minutes a month.

• Never Miss a Payment: Automated follow-ups mean you stay on top of every payment.

• Smarter Client Experience: Branded invoices, automatic receipts, and seamless journeys impress from day one.

• Insights That Help You Grow: Track who’s paid, who’s overdue, and what’s recurring — all in one place.

How MyDigiVA Sets This Up For You

1. Connect your Stripe or PayPal account securely

2. Create branded invoice templates with your services

3. Build automations that send and follow up on invoices

4. Embed payments into funnels and onboarding journeys

5. Set up recurring invoices for retainer clients

Let’s build yours: Sign up with MyDigiVA

How Xero and QuickBooks Fit In

You might already be using Xero, QuickBooks, or another accounting platform to manage your books.

Great - they’re brilliant tools.

The good news?

MyDigiVA CRM doesn’t replace them — it complements them.

Here’s how:

• You can use MyDigiVA CRM to issue the initial invoice and collect payment

• Payments are processed through Stripe or PayPal (or both), and can be synced with your accounting tool

• When the payment lands, it appears in Xero or QuickBooks for reconciliation

• You still get the clean reports and accounting oversight you need

• But you also gain the marketing and automation power that Xero can’t offer

It’s the best of both worlds: A smart front-end CRM experience + robust back-end accounting.

Real Client Story

One of our clients is a freelance graphic designer.

She used to manually create invoices in Canva, export them to PDF, email them to clients, then check her bank daily to see who had paid.

When clients were late, she wasn’t sure when or how to follow up - and felt awkward chasing.

Now?

• She uses MyDigiVA CRM to send invoices straight from the platform

• Clients pay via card using Stripe — instantly

• A follow-up reminder email goes out automatically 3 days after the due date

• Stripe syncs with her Xero account for bookkeeping

• And she gets a notification on her phone when someone pays

She now spends less than 10 minutes a month managing invoices - and gets paid faster than ever.

That’s the MyDigiVA difference.

Quick Wins You Can Implement Today

Want to start simple? Here’s what we recommend:

1. Connect Stripe or PayPal to your MyDigiVA CRM

2. Create an invoice template with your services, logo, and terms

3. Set up a 2-step automation:

   - Trigger invoice on project sign-off

   - Reminder email 3 days post due date if unpaid

4. Add a payment link to your welcome pack or proposal funnel

5. Test it by sending yourself a dummy invoice and making a test payment

Done. That’s your payment system, sorted.

Want us to do it all for you? Book your CRM setup — and we’ll configure your full finance system with MyDigiVA CRM.

Why Choose MyDigiVA?

Every hour spent chasing money is an hour not spent building your business.

Automating your invoicing with MyDigiVA CRM means:

- Less stress

- Faster payments

- A better client experience

- And a more sustainable way to scale

If you’re ready to stop chasing and start collecting — we’re here to help.

Get the ball rolling with MyDigiVA today!

Want us to help integrate this with your existing Xero or QuickBooks setup?

No problem. We’ll help you connect the dots and remove the friction.

MyDigiVA CRM is powered by the GoHighLevel CRM infrastructure, giving you enterprise-grade tools with personalised setup, automation, and support from the MyDigiVA team.

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