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Your Firm's Subscription & Billing

Manage your firm’s Digits subscription, billing info, and payment methods—all in one place. View invoices, update cards, and see client plan details anytime.

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Where do I find Subscription Information?

  1. From your Firm Dashboard, click Settings in the left-hand menu.

  2. Select Subscription.

You’ll see your firm’s current plan, billing details, and client summary.

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Update Your Payment Method

Keep your payment information up to date to avoid service interruptions.

  • Click Edit Payment Method.

  • Enter your firm’s card information.

  • Click Save.

All clients billed through your firm will continue seamlessly under the new payment method.

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Viewing and Downloading Your Digits Subscription Invoices

You can easily access, review, and download your firm’s Digits invoices from the Subscription & Billing page. Each invoice includes recurring and prorated charges for your active clients.

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Where to Find Your Invoices

  1. From your Firm Dashboard, go to Settings → Subscriptions

  2. Scroll to the Invoices section.

Here, you’ll see a list of current and past invoices, each showing a status indicator.

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What It Means

Pending Invoice

(loading icon)

This is your upcoming invoice. It lists the total amount and billing date but can’t be downloaded until payment is processed.

Processed Invoice

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Payment is complete, and the invoice is available for download. Click the Download icon to save a PDF copy for your records.

To view your billing history:

  • Go to the Invoices section.

  • Click any invoice to download a PDF copy.

Each invoice lists billed clients, plan details, and any discounts applied under your Partner Program tier.

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See Which Clients Are Billed to Your Firm

To review which clients are billed under your firm:

  1. Go to Settings → Clients from your Firm Dashboard.

  2. Scroll to the Client Billing Summary section.

  3. You’ll see a list of each active client, including:

    • Assigned plan (Core, Ledger-Only, Low-Volume, or Firm Books)

    • Billing status

    • Current Partner discount (if applicable)

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Tip: Firm Books (Free) will always display $0.00.

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Understanding Client Plans and Upgrades

  • This is the only place you can view each client’s current plan assignment.

  • Clients cannot change their own plan levels.

  • If a client is on Low-Volume or Ledger-Only, your firm can upgrade them directly to Core.

  • For all other changes, contact Digits Support ([email protected]envelope) to request a plan update on behalf of the client.

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Frequently Asked Questions

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Discounts are automatically applied based on your Partner Program tier—no code needed.

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Yes! Every invoice can be downloaded as a PDF for your records.

Got a question or feedback? Our team is all ears—come say hello!

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