FAQ & troubleshooting
Quick answers to the most common questions about invoicing, payments, sending, and your account.
Answers to the questions we hear most. Use ⌘K to search the rest of the docs if yours isn't here.
#Getting started
How do I create my first invoice? Follow the Quickstart: create your account, set up your organization, add a customer, then create an invoice.
Do I need to pay to use PaidFast? No. The Free plan lets you invoice at no cost, with lower monthly limits. Upgrade to Starter for higher limits and automation.
#Invoices & sending
My customer says they didn't get the invoice. Check the customer's email is correct, resend from the invoice, and confirm delivery in the Activity feed. You can also download the PDF and share it yourself in the meantime.
Can I send invoices over WhatsApp? Yes, on Starter where WhatsApp is activated. On Free, invoices send by email.
Can I bill a customer in another currency? Yes — choose the currency and exchange rate on the invoice. See Currency and foreign invoices.
#Payments
A customer paid but the invoice still shows unpaid. Online payments are confirmed with the provider first, which usually takes seconds — check the Activity feed. If it still hasn't updated, confirm the customer completed the prompt/checkout. For payments made outside PaidFast, record them manually.
Which payment methods can my customers use? On Starter, whichever online methods are enabled: M-Pesa, cards (Stripe), Pesapal, MTN MoMo, Airtel Money, and PayPal. On Free, the pay link offers manual payment confirmation only — the customer pays you directly and you confirm it.
How do I record a cash or bank payment? Open the invoice and record a manual payment.
#Reminders & receipts
Does PaidFast chase late payers for me? Yes — turn on automated reminders (Starter). They stop once the invoice is paid.
Where are my receipts? Every payment issues a receipt automatically; find them all under Receipts.
Can PaidFast send customer statements automatically? Yes — automatic statements (Starter) send every customer their statement on a schedule, by email or WhatsApp, with no manual work.
#Account & plans
What are the plan limits? Free: 5 invoices, 5 customers, 10 quotations per month. Starter: 30 invoices, 50 customers, 100 quotations. See Plans.
How do I upgrade or cancel? Manage your subscription under Settings → Billing. Cancelling keeps Starter until the period ends, then reverts to Free — your data stays intact.
I have a discount code. Enter it at checkout when upgrading — see Coupons & discounts.
#The customer portal
Do customers need an account? No password needed. They open a document link, or sign in with the email/phone you hold using a one-time code. See How customers sign in.
#Still stuck?
If something isn't covered here, search the docs with ⌘K, or reach out to PaidFast support. Some features (specific payment rails, WhatsApp, tax imports) are activated by the platform — your PaidFast administrator can confirm what's enabled for your account.