Dashboard tour
A quick map of the PaidFast workspace so you know where every feature lives.
After you sign in, PaidFast opens to your workspace. The left sidebar is your main navigation; the main panel shows whatever you've selected.
#The sidebar
| Section | What it's for |
|---|---|
| Overview | Your receivables snapshot — outstanding balances, what's paid, what's overdue. |
| Activity | A running log of what's happened: invoices sent, payments received, reminders fired. |
| Quotations | Draft, send, and track quotations; convert approved quotes to invoices. |
| Invoices | Every invoice you've raised, with status and balance. |
| Create invoice | Jump straight into raising a new invoice. |
| Recurring invoices | Set up invoices that repeat on a schedule. |
| Credit notes | Issue credit notes against invoices. |
| Receipts | Payment receipts issued to customers. |
| Customers | Your customer list and their history. |
| Items | A reusable price list of products and services. |
| Statements | Generate account statements for a customer. |
| Withholding tax | Track and export withholding tax certificates. |
| Settings | Organization, billing, and integrations. |
| Integrations | API keys, MCP, and connected systems. |
Some items only appear once the relevant feature is enabled for your plan or activated by the platform. If you don't see something, check Plans.
#The Overview page
Overview is your home base. It summarises:
- Total outstanding — money customers still owe you.
- Paid — what's been collected.
- Overdue — invoices past their due date that need chasing.
From here you can drill into any invoice or jump to creating a new one.
#Getting around quickly
- Press ⌘K (or Ctrl K) anywhere in these docs to search.
- Inside the app, use Create invoice as your fast path to billing a customer.
- The Activity feed is the quickest way to confirm that a send or payment actually happened.