Fill an invoice from a PDF or add many at once

Fill one invoice from a PDF

Use this for an invoice you already made in another tool.

1. Create an invoice. See Create a sales invoice.
2. In Fill from a PDF, at the top of the form, drop the PDF or click Add file. Only PDF files are accepted, up to 5 MB.
3. Leave Fill in the form from the PDF on. Skileo’s AI reads the number, the date, the client, the currency and the lines, and fills them in.
4. Check every field, complete the form, and save.

If the client is not in your contacts, Skileo adds them, even if you don’t save the invoice.

To put back what the form held before, turn off Use what was read from the PDF.

Upload many PDF files

1. Open Finances › Sales invoices in the menu.
2. Click Add new and choose Bulk upload.
3. Drop your PDF files, or click Add file.

Skileo reads each file and saves it as a draft invoice, with the PDF attached. It finds the client by VAT number, then by name. A client it can’t find is added to your contacts. If a file can’t be read, Skileo still saves a draft with the file only.

Then check each draft:

1. In the list, turn on Drafts only.
2. Open each draft with Edit, complete it, and save it.

Import invoices from a CSV file

1. Click Add new and choose Import.
2. In Select document type, choose Invoice or Credit note.
3. Choose your CSV file. From Excel or Numbers, save the file as CSV first.
4. Click each column title of your file and choose the Skileo field it goes to. The fields marked Required must be matched.
5. Click Next. Skileo checks the rows and tells you how many are valid.
6. Click Import. Only the valid rows are added.

How Skileo reads the file:

• Each row is one invoice with one line.
• A row with the number of an invoice you already have is skipped.
• The client is found by name. A client Skileo can’t find is added to your contacts.
• What the file says was paid is recorded as a payment.
• The numbering series doesn’t move. See Number your invoices with series.

Common questions