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.
Where do I find Subscription Information?
From your Firm Dashboard, click Settings in the left-hand menu.
Select Subscription.
You’ll see your firm’s current plan, billing details, and client summary.
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.
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.
Where to Find Your Invoices
From your Firm Dashboard, go to Settings → Subscriptions
Scroll to the Invoices section.
Here, you’ll see a list of current and past invoices, each showing a status indicator.
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
(checkmark icon)
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.
See Which Clients Are Billed to Your Firm
To review which clients are billed under your firm:
Go to Settings → Clients from your Firm Dashboard.
Scroll to the Client Billing Summary section.
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)
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]) to request a plan update on behalf of the client.
Frequently Asked Questions
Email [email protected] — we’ll make sure your books (and your billing) balance beautifully.