# Client Pays in Digits

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### What is Client Pays?

Client Pays is a billing option where:

:white\_check\_mark:  The **client pays for its own Digits subscription**

:white\_check\_mark:   The **firm still has visibility** into the client’s account 

:no\_entry\_sign:   The **firm is not financially responsible** for that subscription

{% hint style="info" %}
Client Pays is available to all firms and can be selected for each *new* client you add.
{% endhint %}

***

### How Client Pays Works

{% stepper %}
{% step %}

### The Firm Invites a Client

1. From your **Firm Dashboard**, click **Add Client**.
2. Choose your client's **Setup Method** [(Start Fresh, Migrate from QuickBooks, Xero, Puzzle, or Other](https://help.digits.com/firms-getting-started/setup-methods).
3. Choose how you want to set up your client's [**Chart of Accounts (COA)**](https://help.digits.com/firms-agentic-general-ledger/import-coa).
4. Complete your client's profile by entering the Company Name and Country/State.
5. Choose **My Client** when asked who’s paying for Digits.

{% hint style="info" %}
Only Digits' public plans, such as Digits Core, are eligible for Client Pays. 
{% endhint %}

<div align="left"><figure><img src="/files/nhtuFVoMDxO5YRg6xOGj" alt="" width="209"><figcaption></figcaption></figure></div>

6. Enter the client’s **name** and **email address.** Add a personalized welcome message (*optional*).

<div align="left"><figure><img src="/files/2H3GMo9hU4pSDh9AeJXy" alt="" width="212"><figcaption></figcaption></figure></div>

6. Click **Send Invite**.
7. Digits sends your client an email with your message and a link to **Activate Digits**.
   {% endstep %}

{% step %}

### The client pays and sets up their account

After receiving the invite, your client will:

1. Open the email and click **Activate Digits**.
2. Enter their **payment method**.
3. After payment, they’ll be directed to **Connect Banks & Credit Cards** via Plaid.

{% hint style="warning" %}
**Note:** Clients must **pay** and **connect at least one account** to complete setup.
{% endhint %}

Once the client has added payment and connected at least one account, they’ll see a confirmation that their account is **activated in Digits**. Digits will then begin syncing data and provisioning the account.&#x20;

<div align="left"><figure><img src="/files/jUHBDFOlDuQPqWxhdugy" alt="" width="200"><figcaption></figcaption></figure></div>
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{% endstepper %}

***

### The Firm Experience

After you send a Client Pays invite, the client appears in your **Firm Dashboard,** and their status updates as they move through onboarding.

* **Awaiting Client** appears while the client completes payment and the required initial setup.
* After the client finishes onboarding, the status may update to **Provisioning** while Digits finishes setting up the account and syncing data.
* Your firm is **notified** once the client has completed the required steps (payment + at least one connected account).

Even though the client pays for Digits:

* The client appears in your Firm Dashboard like any other client.
* In Firm Settings, you can view the client’s subscription plan and whether the client is Client Pays (self-pay) vs. firm-paid.

***

### Frequently Asked Questions

<details>

<summary>Can I switch an existing client from Firm Pays to Client Pays?</summary>

Not right now. It's currently only available when adding new clients. To change payment models, the client would need to be removed and re-added as a new Client Pays client.

</details>

<details>

<summary>Does the client get a free trial?</summary>

No. There’s no trial in the Client Pays flow. The client is charged when they confirm billing details during onboarding.

</details>

<details>

<summary>What happens if a firm removes a self-paying client?</summary>

The client isn’t deleted. Instead:

* The client is **disaffiliated** from the firm
* The client’s legal entity becomes a **standalone operator**

</details>

<details>

<summary>What happens if a client cancels their subscription?</summary>

Clients can cancel their Digits subscription from **Operator Settings → Subscriptions**.

When a client cancels:

* Digits sends a **cancellation notice email** to the firm.
* The client’s subscription stays **active until the end of the current billing period**.
* After the subscription ends (when Digits receives the cancellation event from Stripe), the **firm–client relationship is automatically removed**.

</details>

<details>

<summary>What if the client gets stuck during setup?</summary>

Clients can reach out to [**help@digits.com**](mailto:) for support. Firms can also contact support on their client’s behalf if needed.

</details>

<details>

<summary>How does the client cancel their subscription? </summary>

1. The firm must first **remove/disaffiliate** the client.
2. Once the client is transitioned to a standalone operator, the client can cancel by going to their dashboard, then **Settings → Subscriptions**.

</details>

***

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Got a question or feedback? Our team is all ears—come say hello!
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<p align="center"><a href="https://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
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***


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