Invoices overview

An invoice is a request for payment you send to a customer. In PaidFast an invoice carries your branding, line items, tax, a due date, and a secure payment link your customer can use to pay online.

#The invoice lifecycle

An invoice moves through a predictable set of states:

Draft → Sent → Partially paid → Paid (or Overdue if the due date passes while unpaid)

• Draft — you're still editing it; nothing has been sent.
• Sent — delivered to the customer by email or WhatsApp, with a payment link.
• Partially paid — some, but not all, of the balance has been collected.
• Paid — the full balance is settled; a receipt is issued.
• Overdue — past the due date with a balance still outstanding.

See Statuses & tracking for how each state behaves.

#What's on an invoice

• Your organization — name, logo, tax number, and contact details.
• Customer — who's being billed.
• Line items — description, quantity, unit price, and optional tax/discount per line.
• Totals — subtotal, tax, discounts, and the amount due.
• Currency — the currency the invoice is raised in (see Currency and foreign invoices).
• Due date — when payment is expected; drives reminders and the overdue status.
• Payment link — a secure link to the customer portal to pay online.

#Common tasks

• Create an invoice — build one from scratch or from a customer.
• Send & share invoices — email, WhatsApp, or a shareable link.
• Track statuses — see what's paid, pending, and overdue.
• Record a manual payment — for cash or bank transfers made outside PaidFast.
• Issue a credit note — to correct or reverse an invoice.

#Plan limits

The number of invoices you can raise each month depends on your plan — 5 on Free, 30 on Starter. See Plans.