Dashboard tour

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

The sidebar is grouped into four sections. On a phone, open it from the menu button at the top.

Section	Item	What it's for
Sales	Overview	Your receivables snapshot — outstanding balances, what's paid, what's overdue.
	Documents	Your invoices, credit notes and receipts, each on its own tab.
	Quotations	Draft, send, and track quotations; convert approved quotes to invoices.
	Recurring	Set up invoices that repeat on a schedule.
Payments & tax	Statements	Generate account statements for a customer.
	WHT Register	Track withholding tax and its certificates.
Customers	Customers	Your customer list and their history.
	Items	A reusable price list of products and services.
Workspace	Billing	Your plan and subscription.
	Activity	A running log of what's happened: invoices sent, payments received, reminders fired.
	Settings	Organization, tax, customer portal, payments, API keys, collections (reminders and automatic statements) and sign-in.

#Creating something new

The New button in the top bar creates an Invoice, Quotation, Recurring invoice, Credit note, Customer or Item from any page.

Some items are on the Starter plan only. 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.

#Notifications

The bell in the top bar collects everything that needs your attention or just happened, in two groups:

• Needs your approval — a payment confirmation a customer submitted (with Approve/Reject right there), or a batch of automatic statements held for review (Send all or Review). The bell badge counts these.
• Updates — everything else worth knowing about: an open quote request, a pending WhatsApp number verification, a withholding tax certificate uploaded for review, a finished automatic-statement run, a Pesapal payment held for review or reversed, or a message that failed to deliver.

Read state syncs across your devices, so dismissing a notification on one browser clears it everywhere you're signed in.

An AI assistant asking to send an invoice doesn't show here — every organization owner is emailed a review link instead, so approving it never depends on you happening to check the bell.

#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.

#Next steps

• Create your first invoice
• Add customers and items
• Understand your plan limits