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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Invoices & Bills (AR/AP)

In Digits, Banks & Cards, Bills, and Invoices all represent the movement of money, showing how funds flow in and out of your business. These are your firm’s financial inputs.

Once those inputs are synced or entered, Digits automatically categorizes, reconciles, and rolls them into the Ledger and reports, helping you analyze and close the books with confidence.

To send invoices through Digits, your client must complete Business Verification. They can complete this themselves, or you can complete verification on their behalf (with authorization).

See: Getting Set Up for Digits Bill Pay & Invoicing (For Firms)

Document Requirements for Verification

Banks & Cards

Banks & Cards:

Overview

View and manage all bank and card transactions in one place.

Digits Connections:

Banks & Cards via Plaid

Connect bank and card accounts securely using Plaid.

Bills (Accounts Payable)

Bills (A/P):

Bill Statuses Explained

See what each bill status means from draft to paid.

Bills (A/P):

Managing Bills for Your Client

Create, edit, and track client bills through the AP workflow.

Bills (A/P):

Manually Marking a Bill as Paid

Mark bills paid when settled outside Digits.

Invoices (Accounts Receivable)

Invoices (A/R):

Creating & Managing Invoices

Create, edit, and track invoices through your AR workflow.

Invoices (A/R):

Editing Customer Information on Invoices

Update customer details directly from any invoice.

Invoices (A/R):

Customizing Invoice Branding

Adjust logos, colors, and invoice branding settings.

Invoices (A/R):

Viewing Invoice Status & Payment Progress

Track invoice delivery, open status, and payment progress.

Product & Services Catalog

Product & Services:

Product & Services Catalog

Organize your products and services and reuse them on invoices.

FAQs & Troubleshooting

FAQs & Troubleshooting:

Getting Set Up for Digits Bill Pay & Invoicing

FAQs & Troubleshooting:

Document Requirements for Verification

FAQs & Troubleshooting:

Digits Pay Pricing