How customers sign in
The way your customers access the portal securely — via a document link or a one-time code.
Customers don't need to create a password to use the portal. Access is designed to be quick and secure, using the contact details you already hold for them.
#Two ways in
#1. Directly from a document link
The simplest path: the link in an invoice or quotation email/WhatsApp opens that document straight away. Most customers never do anything more than click the link and pay.
#2. Signing in to the portal
To see everything you've sent them — all invoices, receipts, and statements — a customer signs in to the portal. They identify themselves with the email or phone number you have on file, and verify with a one-time code sent to them. No password to remember.
This is why it helps to keep accurate customer contact details: the sign-in and the code are sent to those details.
#What they see after signing in
Once verified, the customer sees their account: outstanding invoices, paid history, receipts, and any statements — all under your branding.
#If a customer can't sign in
- Check the contact details you have for them match what they're entering.
- Confirm the code arrived — it goes to the email or phone on file; ask them to check spam or that the number is correct.
- Resend the document if the link expired or was lost — the payment link stays tied to the invoice.
Because access is tied to the details you hold, updating a customer's email or phone in PaidFast also updates where their sign-in codes and documents are sent.