Copy, void or delete an invoice

Copy an invoice

Use a copy to bill the same client for the same things again.

1. Open Finances › Sales invoices in the menu.
2. Click the actions button (⋮) at the end of the invoice’s line and choose Copy.

Skileo saves the copy at once and opens it, so you can change what you need. The copy:

• takes the next number of your series,
• is dated today, with a due date at the end of this month,
• has no payment,
• keeps the client, the lines and the repeat schedule,
• doesn’t keep the additional documents or an uploaded PDF.

If the invoice repeats, the copy repeats too. Turn off Create a recurring invoice in the copy if you don’t want both to repeat. See Make an invoice repeat.

The copy of a draft is a draft, and the copy of a void invoice is void. The copy of a credit note is a new credit note on the same invoice: it lowers the amount due again.

If you don’t need the copy, delete it.

Make an invoice void

Make an invoice void when it should not be paid but must stay in your records, for example to keep its number.

1. Click the actions button (⋮) on the invoice’s line.
2. Choose Mark as void.

The invoice stays in the list, faded, with the status Void. It counts in no total. To make it active again, choose Undo void in the same menu. See What invoice statuses mean.

Delete an invoice

1. Click the actions button (⋮) on the invoice’s line.
2. Choose Delete.
3. Confirm with Yes, delete it!

To delete several invoices at once, tick them in the list and choose Delete at the top.

The invoice goes to the Trash, where you can restore it. See How the trash works.

Invoices you can’t void or delete

An invoice with a payment, even a part payment or a credit note, can’t be made void or deleted. Delete its payments first, if they were recorded by mistake. See Record a payment on an invoice.

When you delete several invoices and one of them can’t be deleted, Skileo deletes none. Untick that invoice and try again.

Common questions