Add a purchase invoice

Add the purchase invoice

1. Open Finances › Purchase invoices in the menu.
2. Click Add new and choose Purchase invoice.
3. Fill in the sections below. Fields with a star are required.
4. Click Create purchase invoice.

The purchase invoice shows in the list. You can also start from the finances overview: click Add new and choose Add purchase invoice.

The invoice file

Drop the supplier’s PDF in the box, or click Browse files. One PDF, up to 5 MB.

While Fill in the form from the PDF is on, Skileo reads the PDF and fills in the document number, the date, the supplier, the currency and the lines. Check what it read. The category and the payment are not filled in.

• To put back what you had typed before, turn off Use what was read from the PDF.
• If Skileo can’t read the PDF, it keeps the file and you fill in the form yourself.
• When the supplier is not in your contacts yet, Skileo adds it, with the details it finds from its VAT number.

The expense

• Category: what the money was spent on. You set the categories in Settings, Payment categories.
• Document number: the number on the supplier’s invoice.
• Currency and Document date.

The supplier

Choose the Supplier in the list. To add a new contact, click the plus button next to the list.

For an expense without an invoice, such as a small receipt, choose the contact “Purchase without invoice”, which Skileo keeps for this. You can’t change or delete it.

Items

Add one line for each thing you paid for: Item description, Unit price, Qty and VAT (%). Click Add more to add a line. The totals show under the lines.

Payment

Choose the Payment method. For a bank payment, choose the Bank account: Skileo fills in the Bank payment details.

This says how the purchase invoice is paid. It doesn’t record a payment: the purchase invoice stays unpaid until you record one. See Record a payment on a purchase invoice.

Repeat

For a bill that comes back, such as rent or a subscription. See Make an expense or an income repeat.

More options

Click More options to add:

• Internal note: a note for your team.
• Team expense or Employee expense: the team or the employee the expense is for.
• Additional documents: other files, such as a delivery note. Images or PDFs, up to 5 MB each. Choose a document type for each file.

Common questions