# Create a sales invoice

In Sales invoices, click Add new › Invoice, choose the client, add the lines you bill, then click Create invoice. Save & Preview shows the invoice as your client will see it.

## Create the invoice

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

Skileo goes back to the list. To see the invoice as your client will see it, click “Save & Preview” instead.

## “Fill from a PDF”

If the invoice already exists as a PDF, drop it at the top of the form, up to 5 MB. Skileo reads its number, date, client, currency and lines and fills them in. See [Fill an invoice from a PDF or add many at once](https://www.skileo.com/help/en/add-invoices-from-pdf-or-csv).

## “The invoice”

- “Invoice number”: Skileo fills in the next number of your series. With two series or more, choose the “Document series” first. You can change the number, up to 31 characters. See [Number your invoices with series](https://www.skileo.com/help/en/number-invoices-with-series).
- “Currency”: your main currency at first. Choose another one if you bill in it.
- “Document date”: the date of the invoice.
- “Due date”: the date by which the client must pay. It is optional. After this date, an unpaid invoice shows “Overdue”.

## “The client”

Choose the “Client” in the list. If the client is not in your contacts yet, click the plus button next to the field to add them. See [Add a contact](https://www.skileo.com/help/en/add-a-contact).

## “Items”

1. For each line, type the “Item description”, the “Qty”, the “Unit price” and the “VAT (%)”. A new line starts with your workspace's VAT rate.
2. Click “Add more” to add a line.
3. To give a discount, choose “Individual items” for a discount on each line, or “The entire invoice” for one discount on the whole invoice.

Skileo adds up the “Items total”, the “Discount”, the “Subtotal”, the “VAT or Tax” and the “Total”.

To bill the same products or services often, save them in “Settings”, “Invoice items”. When you type a description, choose the item in the suggestions: its price and VAT fill in.

Turn on “Add general terms and conditions to your invoice” to print your general terms on the invoice. You write them once, in your “Organization profile”.

## “Payment”

- “Preferred payment method”: how the client pays you: Bank, Cash, Card, Set off or Other.
- With Bank, choose the “Bank account”. Skileo writes its IBAN and BIC in the “Payment instructions”. You can change this text.

## “For the client”

- “Invoice language”: the language the invoice is printed in.
- “Message to the client (appears on the invoice)”: a short text printed on the invoice. Skileo can write it for you. See [Write with AI](https://www.skileo.com/help/en/write-with-ai).

## “Repeat”

To bill the same invoice on a schedule, turn on “Create a recurring invoice”. See [Make an invoice repeat](https://www.skileo.com/help/en/repeat-an-invoice).

## “More options”

Click “More options” to add:

- An “Internal note”: for your team only. Your client never sees it.
- “Use international company info”, under “Billing information”: prints your international company details. Each line then gets an “International item description”, which your international client reads.
- “Additional documents”: up to 10 images or PDFs, 5 MB each, kept with the invoice.

## Preview the invoice

“Save & Preview” saves the invoice and shows it as your client will see it. From there, you can download it or send it. See [Send an invoice by e-mail](https://www.skileo.com/help/en/send-an-invoice).


## Common questions

### Can I save an invoice without a number?

No. The number is required. Only the drafts that Skileo makes for you, for example with “Generate recurring”, have no number yet.

### Why is there no plus button next to the client?

Adding a contact needs the “Contacts” permission set to “Write”. Ask the “Business owner”, or choose a client who is already in your contacts.

### Where do I choose the category?

You don't. Skileo files every sales invoice under your first income category. You manage categories in “Settings”, “Payment categories”.

### Can I change an invoice after saving it?

Yes, until a payment is recorded on it. After that, the invoice is locked. See [Record a payment on an invoice](https://www.skileo.com/help/en/record-an-invoice-payment).

### What happens if I leave the page before saving?

Skileo asks you first. If you leave, your changes are lost.

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https://www.skileo.com/help/en/create-a-sales-invoice · Updated: 2026-11-05