> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/firms-bills-and-invoices/firms-invoices-bills.md).

# Bills & Invoices (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.

***

{% hint style="danger" %}
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)](/firms-bills-and-invoices/business-verification.md)

[Document Requirements for Verification](/firms-bills-and-invoices/verification-documents.md)
{% endhint %}

***

### Banks & Cards

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-building-columns">:building-columns:</i> Banks &#x26; Cards:</td><td><h4>Overview</h4></td><td>View and manage all bank and card transactions in one place.</td><td></td><td></td><td><a href="/firms-bills-and-invoices/banks-and-cards.md">Banks &amp; Cards Overview</a></td></tr><tr><td><i class="fa-bolt">:bolt:</i> Digits Connections:</td><td><h4>Banks &#x26; Cards via Plaid</h4></td><td>Connect bank and card accounts securely using Plaid.</td><td></td><td></td><td><a href="/firms-connections/plaid.md">Digits Connections: Banks &amp; Cards via Plaid</a></td></tr></tbody></table>

***

### Bills (Accounts Payable)

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-inbox-out">:inbox-out:</i> Bills (A/P):</td><td><h4>Bill Statuses Explained</h4></td><td>See what each bill status means from draft to paid.</td><td><a href="/firms-bills-and-invoices/bill-status.md">Bill Statuses Explained</a></td></tr><tr><td><i class="fa-inbox-out">:inbox-out:</i> Bills (A/P):</td><td><h4>Managing Bills for Your Client</h4></td><td>Create, edit, and track client bills through the AP workflow.</td><td><a href="/firms-bills-and-invoices/bills.md">Managing Bills for Your Client</a></td></tr><tr><td><i class="fa-inbox-out">:inbox-out:</i> Bills (A/P):</td><td><h4>Manually Marking a Bill as Paid </h4></td><td>Mark bills paid when settled outside Digits.</td><td><a href="/firms-bills-and-invoices/external-payments.md">Marking a Bill or Invoice as Paid (External Payments)</a></td></tr></tbody></table>

***

### Invoices (Accounts Receivable)

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-inbox-in">:inbox-in:</i> Invoices (A/R):</td><td><h4>Creating &#x26; Managing Invoices</h4></td><td>Create, edit, and track invoices through your AR workflow.</td><td><a href="/firms-bills-and-invoices/invoices.md">Creating and Managing Invoices</a></td></tr><tr><td><i class="fa-inbox-in">:inbox-in:</i> Invoices (A/R):</td><td><h4>Editing Customer Information on Invoices</h4></td><td>Update customer details directly from any invoice.</td><td><a href="/firms-bills-and-invoices/edit-customer-info.md">Editing Customer Information on Invoices</a></td></tr><tr><td><i class="fa-inbox-in">:inbox-in:</i> Invoices (A/R):</td><td><h4>Customizing Invoice Branding</h4></td><td>Adjust logos, colors, and invoice branding settings.</td><td><a href="/firms-bills-and-invoices/invoice-branding.md">Customizing Invoice Branding</a></td></tr><tr><td><i class="fa-inbox-in">:inbox-in:</i> Invoices (A/R):</td><td><h4>Viewing Invoice Status &#x26; Payment Progress</h4></td><td>Track invoice delivery, open status, and payment progress.</td><td><a href="/firms-bills-and-invoices/invoice-status.md">Viewing Invoice Status &amp; Payment Progress</a></td></tr></tbody></table>

***

### Product & Services & Discounts

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-box-isometric">:box-isometric:</i>  Product &#x26; Services: </td><td><h4>Product &#x26; Services </h4></td><td>Organize your products and services and reuse them on invoices.</td><td><a href="/firms-bills-and-invoices/products-and-services.md">Products &amp; Services</a></td></tr><tr><td><i class="fa-percent">:percent:</i>  Discounts:</td><td><h4><strong>Discounts</strong></h4></td><td>Create and organize discounts to reuse on invoices.</td><td><a href="/firms-bills-and-invoices/discounts.md">Discounts</a></td></tr></tbody></table>

***

### FAQs & Troubleshooting

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-square-question">:square-question:</i>  FAQs &#x26; Troubleshooting:</td><td><h4>Getting Set Up for Digits Bill Pay &#x26; Invoicing</h4></td><td><a href="/firms-bills-and-invoices/business-verification.md">Getting Set Up for Digits Bill Pay &amp; Invoicing (For Firms)</a></td></tr><tr><td><i class="fa-square-question">:square-question:</i>  FAQs &#x26; Troubleshooting:</td><td><h4>Document Requirements for Verification</h4></td><td><a href="/firms-bills-and-invoices/verification-documents.md">Document Requirements for Verification</a></td></tr><tr><td><i class="fa-square-question">:square-question:</i>  FAQs &#x26; Troubleshooting:</td><td><h4>Digits Pay Pricing</h4></td><td><a href="/firms-bills-and-invoices/digits-pay-pricing.md">Digits Pay Pricing</a></td></tr></tbody></table>


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