Managing Bills for Your Client
Digits makes it easy to manage bill pay on behalf of your client. While you can't approve or pay bills directly, you can upload, prep, & assign them, keeping your client’s AP process running smoothly.
First-Time Setup Note
Note: Payments require business verification. Your client can complete it, or you can complete verification on their behalf (with authorization). You can still upload and prepare bills while verification is pending.
You can still upload and manage bills while verification is in progress. Once approved, any ready bills will process automatically—no re-entry needed.
Upload and Prep a Bill
From your client's dashboard, click Bills & Invoices → Bills in the left navigation.
The Bills dashboard displays bills in a Kanban-style layout:
In Review – Drafts that need additional information, approval, or scheduling.
Pending Approval – Sent to your client for approval.
Awaiting Payment – Approved by your client and ready for payment.
Scheduled & Paid – Payment has been scheduled or completed.
To create a bill, choose one of the following:
Click Upload Bill or drag an invoice file into Digits to create a bill with the vendor, amount, dates, and line items pre-filled.
Click Create Bill to start a blank bill and enter the vendor, amount, bill and due dates, and line items manually.
Frequently Asked Questions
Does a bill get booked to one category or split by line item?
Bills in Digits support multiple line items, and each line item can be assigned its own category. If a line item doesn't have a category assigned, it falls back to the bill-level category. This means your bookkeeping stays accurate at the line-item level, even if the bill covers multiple expense types.
To split a bill across categories, click Split Line Items when viewing the bill and assign a category to each line.
