Create & send an invoice

Every sale becomes a numbered invoice — find it, download it, send it.

In Nkapio, invoices are born at the point of sale: completing a sale creates a numbered invoice automatically. This guide shows you where they live and what you can do with them.

Step 1 — Open the sales listing

Click Sales listing in the sidebar. Every invoice appears with its number, client, total and payment status. Filter by status, client or date.

Step 2 — Open an invoice

Click a row to open the invoice: header with your company details, line items, totals, taxes and the payment history.

Step 3 — Download or share

Use Download for the PDF — laid out with your logo, numbering and the notes from your invoice settings. Send it by WhatsApp or email.

Tip: need to bill without an immediate payment? Complete the sale and skip the payment — the invoice stays Unpaid and shows up in your outstanding amounts. See Record payments.

What’s next