Portal overview
The customer portal is a secure, self-service space where your customers view and pay their documents online.
The customer portal is the self-service side of PaidFast. When you send an invoice, quotation, or statement, your customer gets a secure link into the portal, where they can review it, pay online, and download copies — no account or app required.
The portal is available on every plan, so your customers can always pay you online.
#What customers can do
- View invoices — line items, totals, and the amount due.
- Pay online — through any enabled payment method: M-Pesa, card, Pesapal, mobile money, or PayPal.
- Approve quotations — accept a quote online, which you can convert to an invoice.
- See receipts and statements — download proof of payment and account statements.
- Flag an offline payment — where enabled, let you know they've paid by bank transfer so you can confirm it.
#Your branding
The portal carries your logo, business name, and brand colour (on the Starter plan), so customers see a consistent, professional experience that looks like your business — not a generic payment page.
#How customers get in
- From a document link — the fastest way; the link in an invoice or quotation opens that document directly.
- By signing in — a customer can sign in to the portal to see everything you've sent them. See How customers sign in.
#Security
Access is protected — a customer verifies their identity (for example with a one-time code) before seeing their documents, and payment links are tied to specific invoices. Sensitive card details are handled by the payment provider, never stored by PaidFast.