Help Center
Quick answers to get you invoicing in seconds.
Getting Started
Click "New Invoice" and follow 4 simple steps.
Steps:
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:
Related: How do I set up my business profile?
After signing up, complete the 2-step onboarding wizard.
Step 1: Personal Info
Step 2: Business Details
These details automatically appear on every invoice you create. You can update them anytime in Settings.
The demo shows the complete invoice flow with sample data — no signup needed.
Visit fasttrackbill.com/demo to watch an animated walkthrough of:
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:
Your client receives an email with:
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:
Tip: Always preview your invoice before sending using the live PDF preview.
Open any invoice and click "Download PDF" in the actions menu.
The PDF includes:
On mobile: The PDF opens in a new tab. Use your browser's share or save function.
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.
Automatic reminders are sent 48 hours before the due date.
When you create an invoice:
To enable/disable reminders: This feature is on by default. Toggle it in the send confirmation modal for individual invoices.
Clients
Go to Clients in the navigation, then click "Add Client".
Required fields:
Optional fields:
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:
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:
To delete:
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):
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:
Related: How do I set up my business profile?
Payments
You can add bank transfer, crypto, or custom payment instructions.
Supported methods:
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.
Go to Settings → Payment Methods.
Steps:
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:
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:
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:
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:
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:
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:
What requires internet:
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:
What's included:
Your data, your ownership. Export anytime — no questions asked.
Related: How do I delete my account?
Go to Settings → Account → Delete Account.
Steps:
What gets deleted (permanently):
⚠️ 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:
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.
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