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)
Tip: Firm Books (Free) will always display $0.00.
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
How do discounts apply?
Discounts are automatically applied based on your Partner Program tier—no code needed.
Can I download invoices for accounting?
Yes! Every invoice can be downloaded as a PDF for your records.
Why was I still charged after removing a client?
Digits bills existing clients on a prepaid basis at the start of each billing cycle. However, if a client is added and then removed within the same billing cycle, that usage is prorated and billed in arrears on your next billing cycle. So the charge you're seeing isn't a new fee — it covers the prorated days that client was active before removal.
Will I still be billed if I've removed all my clients?
You may receive one final statement covering prorated charges for any clients that were active earlier in the billing cycle. Once that's settled, you won't be billed for client subscriptions going forward. Your firm account will remain active — you can continue using Firm Free Books at no cost, or contact Digits Support to fully close your firm account.
How are client charges calculated on my statement?
Each statement reflects charges for all clients that were active during the billing period. If a client was added or removed mid-cycle, their charge is prorated based on the number of days they were active. For example, if a client is on a plan that costs $100/month and was active for half the billing period, you'd see roughly half that amount on your statement.
Got a question or feedback? Our team is all ears—come say hello!