Skip to main content
Back to home

Help Center

Quick answers to get you invoicing in seconds.

Getting Started

Click "New Invoice" and follow 4 simple steps.


Steps:

  • Click New Invoice from the dashboard (top-left) or navigation
  • Enter your client's name and email (or select from recent clients)
  • Add line items: description, quantity, and rate — total calculates automatically
  • Click Send Invoice — your client gets an email with a secure payment link

  • Pro tip: The live PDF preview on the right updates as you type.


    Related: How do I set up my business profile?

    Yes, a free account is required to save invoices and track payments.


    Creating an account takes 30 seconds with just your email address.


    Want to try first? Visit the public demo to see the full invoice flow without signing up.


    What you get with an account:

  • Save unlimited drafts (Draft = saved but not sent invoice)
  • Reuse client information
  • Track sent invoices
  • Access from any device

  • Related: How do I set up my business profile?

    After signing up, complete the 2-step onboarding wizard.


    Step 1: Personal Info

  • Your name and email address

  • Step 2: Business Details

  • Business name (appears on invoices)
  • Business address (for invoice header)
  • Default tax rate (Tax Rate = percentage added to invoice total)

  • These details automatically appear on every invoice you create. You can update them anytime in Settings.


    Related: How do I add my bank details for payment?

    The demo shows the complete invoice flow with sample data — no signup needed.


    Visit fasttrackbill.com/demo to watch an animated walkthrough of:

  • Creating a new invoice
  • Adding client and line items
  • Viewing the live PDF preview
  • Sending to the client

  • The demo uses fake data and doesn't create real invoices. It's the best way to see if Fast Track Bill fits your workflow.


    Ready to start? Sign up free

    Invoices

    Create or open an invoice, then click "Send Invoice".


    Steps:

  • Open the invoice (from Invoices list or create new)
  • Click Send Invoice button (bottom of form)
  • Confirm the recipient email address
  • Click Send in the confirmation modal (Modal = popup dialog)

  • Your client receives an email with:

  • Invoice summary
  • Secure link to view full details
  • Your payment instructions

  • Related: How do share links work?

    Draft invoices can be edited freely. Sent invoices cannot be edited.


    This maintains a clear audit trail for accounting and legal purposes.


    To make changes after sending:

  • Create a new invoice with corrected details, OR
  • Create a credit note (negative invoice) to offset the original

  • Tip: Always preview your invoice before sending using the live PDF preview.


    Related: How do I download a PDF of my invoice?

    Open any invoice and click "Download PDF" in the actions menu.


    The PDF includes:

  • Your business name and address
  • Client details
  • Line items with quantities and rates
  • Tax breakdown (Net = before tax, Gross = after tax)
  • Payment instructions
  • Invoice number and date

  • On mobile: The PDF opens in a new tab. Use your browser's share or save function.


    Related: How do I send an invoice to my client?

    Invoices have three statuses:



    Filter invoices by status: Use the filter dropdown on the Invoices list page to show only Draft, Sent, or Unpaid invoices.


    Related: Can I edit an invoice after sending it?

    Automatic reminders are sent 48 hours before the due date.


    When you create an invoice:

  • Due date defaults to +14 days (editable)
  • 48 hours before due date, client receives a reminder email
  • The reminder includes the invoice link and payment instructions

  • To enable/disable reminders: This feature is on by default. Toggle it in the send confirmation modal for individual invoices.


    Related: How do I send an invoice to my client?

    Clients

    Go to Clients in the navigation, then click "Add Client".


    Required fields:

  • Client name
  • Client email

  • Optional fields:

  • Tax ID / VAT number
  • Default tax rate for this client

  • Automatic saving: Clients are also saved automatically when you create an invoice for a new email address.


    Related: Can I reuse client information?

    Yes. Recent clients appear as quick-select options when creating invoices.


    How it works:

  • Start creating a new invoice
  • In the Client section, see "Recent clients" chips (Chip = clickable button)
  • Click any client name to auto-fill their details
  • Their last-used tax rate is also applied

  • Pro tip: The "Last used" chip fills in your most recent client instantly.


    Related: How do I add a new client?

    Go to Clients, find the client, and use the action menu.


    To edit:

  • Go to Clients in navigation
  • Click on the client row or the Edit button
  • Update name, email, or tax ID
  • Click Save

  • To delete:

  • Click the Delete button (trash icon)
  • Confirm deletion in the popup

  • Note: Deleting a client doesn't delete their past invoices.


    Related: Can I reuse client information?

    Each client can have their own default tax rate.


    Tax rate priority (highest to lowest):

  • Per-item override — Set on individual line items
  • Client default — Set in client profile
  • Your default — Set in your business profile

  • Visual indicator: A badge shows the tax source (e.g., "Client rate" or "Your default") so you always know which rate is applied.


    To set a client's tax rate:

  • Go to Clients → Edit client
  • Enter tax rate percentage
  • Save

  • Related: How do I set up my business profile?

    Payments

    You can add bank transfer, crypto, or custom payment instructions.


    Supported methods:

  • Bank transfer — Account number, routing number, bank name
  • Cryptocurrency — Wallet address (Bitcoin, Ethereum, etc.)
  • Custom — Any payment instructions (PayPal, Venmo, etc.)

  • These details appear on your invoices so clients know how to pay you. Fast Track Bill doesn't process payments directly — you receive funds to your own accounts.


    Related: How do I add my bank details for payment?

    Go to Settings → Payment Methods.


    Steps:

  • Click Settings in navigation (gear icon)
  • Select Payment Methods tab
  • Click Add Payment Method
  • Choose type: Bank, Crypto, or Custom
  • Enter your account details
  • Save

  • Security: Your bank details are encrypted at rest. They only appear on invoices you send — never shared elsewhere.


    Related: What payment methods can I accept?

    Open the invoice and click "Mark as Paid".


    Steps:

  • Go to Invoices list
  • Find the invoice (use search or filter by "Unpaid")
  • Click to open invoice details
  • Click Mark as Paid button

  • This updates the status to "Paid" and removes it from your unpaid count on the dashboard.


    Note: Currently this is manual. Payment tracking integrations are coming soon.


    Related: What do the invoice statuses mean?

    Troubleshooting

    Check the email address, then try alternative delivery.


    What you see: Client says they didn't get the email

    Where: After clicking "Send Invoice"

    Should happen: Client receives email within 1-2 minutes


    Fix it:

  • Check the client's email address for typos (open invoice → verify email)
  • Ask client to check spam/junk folder (emails from @fasttrackbill.com)
  • Use Copy Link to share the invoice URL directly via message, WhatsApp, or another email

  • Still stuck? Contact support@fasttrackbill.com with the invoice number.

    Refresh the page and check your connection.


    What you see: Blank screen or infinite loading spinner

    Where: On any invoice or app page

    Should show: Invoice form or list


    Fix it:

  • Refresh the page (pull down on mobile, or Ctrl/Cmd+R)
  • Check your internet connection
  • Try a different browser (Chrome, Safari, Firefox)
  • Clear browser cache and cookies for fasttrackbill.com

  • If viewing a shared link: The link may have expired (after 30 days) or been revoked. Contact the sender for a new link.


    Still stuck? Contact support@fasttrackbill.com

    Reset your password or check your email address.


    What you see: Sign-in error or "account not found"

    Where: Sign-in page

    Should happen: Redirected to dashboard after sign-in


    Fix it:

  • Click "Forgot password" to reset via email
  • Check spam folder for the reset link
  • Try other email addresses you might have used to sign up
  • Make sure you're on fasttrackbill.com (not a lookalike site)

  • Still stuck? Contact support@fasttrackbill.com with the email you think you signed up with.

    Wait a moment — the preview has a slight delay.


    What you see: Empty white space where PDF should be

    Where: Right side of invoice form (desktop) or below form (mobile)

    Should show: Live PDF preview of your invoice


    Fix it:

  • Wait 2-3 seconds — preview updates after you stop typing
  • Scroll down (on mobile, preview is below the form)
  • Refresh the page if preview stays blank
  • Check internet connection — preview needs network to render

  • Pro tip: The preview is debounced (Debounced = waits for you to pause typing) to save resources.


    Still stuck? The invoice will still send correctly even if preview doesn't load.

    You can view and edit drafts offline. Sending requires internet.


    What works offline:

  • ✓ View existing drafts
  • ✓ Edit draft invoices
  • ✓ Auto-save drafts locally

  • What requires internet:

  • ✗ Sending invoices
  • ✗ Viewing sent invoices
  • ✗ Syncing changes to server

  • How it works: Fast Track Bill is a PWA (Progressive Web App = works like a native app). Drafts save to your device first, then sync when back online.


    Offline indicator: A banner at the top shows when you're offline.

    Account & Security

    Go to Settings → Account → Export Data.


    Steps:

  • Click Settings (gear icon)
  • Select Account tab
  • Click Export All Data
  • Download the JSON file

  • What's included:

  • All invoices (sent and draft)
  • All clients
  • Your profile information
  • Payment method details (bank info encrypted)

  • Your data, your ownership. Export anytime — no questions asked.


    Related: How do I delete my account?

    Go to Settings → Account → Delete Account.


    Steps:

  • Click Settings (gear icon)
  • Select Account tab
  • Scroll to Delete Account
  • Click Delete and confirm

  • What gets deleted (permanently):

  • Your profile
  • All invoices
  • All clients
  • Payment methods

  • ⚠️ This cannot be undone. Export your data first if needed.


    Related: How do I export my data?

    Yes. We use industry-standard encryption and security practices.


    Security measures:


    Privacy: See our Privacy Policy for full details.


    Compliance: GDPR-ready with data export and deletion.

    Go to Settings → Profile → Email.


    Steps:

  • Click Settings (gear icon)
  • Select Profile tab
  • Update your email address
  • Verify the new email via confirmation link
  • Save changes

  • Note: You'll need to verify the new email before it takes effect. Check your inbox (and spam folder) for the verification link.


    Related: How do I set up my business profile?

    Still need help?

    Can't find what you're looking for? Our support team is here to help.

    Contact Support

    Was this helpful?