Creating an Invoice

Here's how to create an invoice in Nnipa CRM:

Important first step: Nnipa integrates with Paystack to process payments securely and automatically update your invoice status. If you don't have a Paystack account yet, here's a guide on how to do that: Paystack in Nnipa CRM

Step-by-Step: From Login to Payment

1. Log in to your Nnipa account

2. Connect your Paystack account (one-time setup)
   Go to Integrations → Payment Providers → Connect Paystack
   (Takes less than 2 minutes - learn how to do this here)

3. Go to Invoices
   Click Invoices in the left sidebar → you'll see the All Invoices list

4. Create a new invoice
   Click the Create Invoice button

5. Fill in the details

   • Add a title and description
   • Select the Client contact (their email will be used to send the invoice)
   • Select currency
   • Add Line Items (description, quantity, unit price)
   • Add Taxes Rate if applicable
   • Set Due Date and any notes
   • Invoice number is auto-generated (you can change it)

6. Save the invoice
   Click Save - it starts as Draft

7. Send to client
   Find the invoice in the list → click the three-dot menu → Send to Client
   Your customer instantly receives a clean email with the payment link.

8. Track everything
   Back on the Invoices page you'll see the status update in real time.
   When they pay, it flips to Paid automatically.

See Payment History on the Contact

When a customer pays their first Nnipa invoice, we automatically save their Paystack Customer Code as the contact's External ID. You don't have to do anything.

However, for existing customers, you have to do this manually.

• In Paystack → open the customer → copy their Customer Code (e.g., CUS_xxxxxxxxxx)
• In Nnipa → go to Contacts → find the contact
• Click the menu (three-dot on the right) → Set external ID
• Paste the Customer Code into the External ID field → Save

Learn more about External IDs

Once linked, all payments that customer ever makes through Paystack will appear in the Payments tab on their contact profile — even payments made outside of Nnipa invoices.