Viewing & paying

This page walks through what your customer experiences when they pay — useful for supporting clients or explaining the flow.

#Opening the document

The customer clicks the link in your invoice email or WhatsApp message. The portal opens to that invoice, showing:

• Your business name and logo.
• The line items, tax, and amount due.
• The due date.
• A clear Pay action.

#Choosing how to pay

The customer taps Pay and picks from the payment methods you have enabled — for example M-Pesa, card, Pesapal, mobile money, or PayPal. Only methods that are active are shown.

#Completing payment

Depending on the method:

• M-Pesa / mobile money — they approve a prompt on their phone.
• Card — they enter card details on the secure provider step.
• Pesapal / PayPal — they complete payment in the provider's checkout.

The amount is fixed to the invoice, so there's nothing for the customer to key in incorrectly.

#After payment

Once the payment is confirmed:

• The invoice shows as Paid (or Partially paid).
• The customer receives a receipt and can download it from the portal.
• You see the payment in your Activity feed and Overview totals.

#Paying several invoices

A signed-in customer can see all their outstanding invoices in one place and pay them one by one. For a customer with many open invoices, sending a statement first gives them the full picture.

#Partial payments

If your setup allows it, a customer can pay part of an invoice; the balance stays outstanding and the payment link remains valid until it's cleared.

#Helping a stuck customer

• Ask them to retry from the original link.
• Confirm they completed the prompt (phone) or checkout (card/PayPal/Pesapal).
• Check your Activity feed — confirmation usually lands within seconds.
• If they paid outside PaidFast, record it manually.