Record a payment on a purchase invoice

Record a payment

1. Open Finances › Purchase invoices in the menu.
2. Click the actions button (⋮) at the end of the line and choose Record payment.
3. Check the Payment amount: Skileo fills in what is still due. Change it for a part payment.
4. Check the Payment date, choose the Payment method and, if you want, add a Payment note.
5. Click Record payment. On the first payment, Skileo asks you to confirm: click Record!

You can also click Record payment on the page of the purchase invoice, or Record payment in the finances overview.

The Payment section of the form only says how the purchase invoice is meant to be paid. It doesn’t record a payment.

Mark several purchase invoices as paid

1. Tick the purchase invoices in the list.
2. Choose Mark as paid at the top and confirm.

Each one gets a payment of what is still due, by bank, dated today. Those with nothing due are left as they are. If one of them is a draft or void, Skileo marks none of them.

To undo it, delete the payments one by one on the page of each purchase invoice.

What the statuses mean

• Draft: not saved yet. It is not counted in your finances.
• Not paid: nothing is paid.
• Overdue: nothing is paid and the due date has passed.
• Partially paid: part of the amount is paid.
• Paid: the whole amount is paid.
• Overpaid: more than the amount was paid.
• Void: cancelled. It is not counted in your finances.

The status changes by itself when you record, change or delete a payment.

See, change or delete a payment

Open the page of the purchase invoice: click the supplier’s name on its line. The Payments panel lists each payment with its date, amount and method, and the Current balance.

Click the actions button (⋮) of a payment to Edit or Delete it. A deleted payment can’t be restored.

Void a purchase invoice

Void a purchase invoice you recorded by mistake, or one the supplier cancelled. It stays in the list, greyed out, and is no longer counted.

1. Click the actions button (⋮) at the end of the line.
2. Choose Mark as void.

Only a purchase invoice with nothing paid can be voided. To make it count again, choose Undo void.

Common questions