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 in the sidebar and click Add customer (or New → Customer in the top bar), then enter:

• Name (required) — the person or company you're billing.
• Email — needed to send invoices and receipts by email.
• Also send to (CC) — up to 5 extra addresses, such as the owner and their finance team. They're copied on every invoice, reminder, quote, receipt and statement. Pasting several addresses (separated by commas or semicolons) adds them all; the main Email stays the one used for portal sign-in.
• Phone number — needed to send over WhatsApp and to identify the customer when they sign in to the portal. If it's missing, WhatsApp sends to this customer fail rather than going anywhere else.
• 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.

#Pending WhatsApp numbers

When a customer without an email messages your WhatsApp number with VERIFY <account code>, the number shows as Pending WhatsApp on that customer. Click Approve if you recognise it, or Reject. Until then they can't see balances or payment links over WhatsApp. See Verifying customer numbers.

#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.