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/phone are correct, resend from the invoice, and confirm delivery in the Activity feed. On Free, download the PDF and share it yourself.
Can I send invoices over WhatsApp? Yes, on Starter where WhatsApp is activated.
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? Whichever are enabled: M-Pesa, cards (Stripe), Pesapal, MTN MoMo, Airtel Money, and PayPal. Availability depends on your plan and platform activation.
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.
#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.