Customers

Customers are the people and businesses you invoice. Keeping them in PaidFast means you can bill them in a couple of clicks and see their full history in one place.

#Adding a customer

Open Customers → Add customer and enter:

• Name (required) — the person or company you're billing.
• Email — needed to send invoices and receipts by email.
• Phone number — needed to send over WhatsApp and to identify the customer when they sign in to the portal.
• Tax number / registration — optional, shown on their documents where relevant.
• Address and notes — optional details for your records.

You can also add a customer inline while creating an invoice.

Tip: Add both an email and a phone number where you can. It gives you the most delivery options and lets the customer use the portal.

#The customer view

Open a customer to see everything about them:

• Their invoices, quotations, and receipts.
• Their outstanding balance and payment history.
• A quick action to raise a new invoice or statement.

#Statements

Generate an account statement for a customer to show all activity and their running balance over a period — useful for reconciliation or a customer who wants a summary.

#Editing and history

Update a customer's contact details any time; changes apply to future documents. Existing invoices keep the details they were issued with, so your records stay accurate.

#Plan limits

You can store up to 5 customers on Free and 50 on Starter. See Plans.