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

Your Business Settings

Every business has its own Settings, where you manage that business's profile, payments, and related details. Each business in your organization has its own settings.

How Do I Open Business Settings?

From your business dashboard, click Settings in the left navigation menu. You'll see a list of sections on the left: My Company, Bills, Invoices, and Wallet.

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You may not see every section. Bills, Invoices, and Wallet appear only if your plan includes those features and your account is set up for payments.

What's in My Company?

My Company is your business's profile and verification details:

  • Your business profile — edit your business name, website, and logo.

  • Your Digits details — view your Digits handle (@slug) and your document forwarding address (the email address you can forward bills and documents to).

  • Business Verification — verify your business so you can send and receive payments. Verification is handled through our payments provider and asks for standard business and ownership details.

What Do the Bills Settings Do?

Bills is where you set up how you pay bills (accounts payable):

  • Primary Bill Approver — choose who's responsible for approving bills before they're paid.

  • Payment Methods — add, edit, or remove the bank accounts you pay bills from, and set a default.

  • Ledger Integration — choose how bills map to categories in your Digits ledger so they're recorded automatically.

What Do the Invoice Settings Do?

Invoice Settings are where you set up how you invoice your customers (accounts receivable):

  • Invoice Profile — control how your company appears to customers (logo, name, email, address) and the bank account where you receive payments.

  • Auto-Number Invoices — set the starting format Digits uses to number your invoices automatically.

  • Ledger Integration — choose how invoices map to categories in your Digits ledger.

What Is the Wallet?

Wallet is the business bank account (provided through our payments partner) that Digits uses to move money for payments—paying bills and receiving invoice payouts.

This section is mostly for reference: you can read the account terms and download your monthly Wallet account statements. There's nothing to edit here.

Frequently Asked Questions

How do I change my business name in Digits?

Open Settings → My Company in your business dashboard, click Edit, update your business name, and save. This renames that one business only. To change your organization's name (your whole account), see Your Business Settings

What is the Wallet used for?

The Wallet is the account Digits uses to move funds for payments. You don't spend from it directly here—you use it to download your account statements and view its terms.

What's the difference between Bills and Invoices settings?

Bills settings control how you pay bills (accounts payable)—your bill approver and the accounts you pay from. Invoices settings control how you bill customers (accounts receivable)—your invoice profile and where you receive payouts.

What's the difference between business settings and Organization Settings?

Business Settings apply to a single business—its profile, bill pay, invoicing, and wallet. Organization Settings apply to your whole account—your organization name and logo, and your subscription and billing. Use business settings to configure one business; use Organization Settings to manage your account as a whole. See Organization Settings.