Make an expense or an income repeat

Set the schedule

1. Open the purchase invoice or the income, or start a new one. See Add a purchase invoice or Add an income that is not a sales invoice.
2. In the Repeat section, turn on Enable recurrence.
3. Choose how often in Repeat:
   • Weekly: choose the days in Weekly schedule.
   • Monthly: choose the Day of the month, and the months in Monthly schedule.
   • Yearly: the record repeats every year on its Document date.
4. Save the form.

How the copies are made

Skileo doesn’t make the copies on its own. Someone has to start them:

1. Open Finances › Sales invoices in the menu.
2. Click Add new and choose Generate recurring.
3. Skileo shows how many copies are due today. Click Generate.

This makes the copies of every repeating record that is due: sales invoices, purchase invoices and incomes alike.

Each copy:

• is a draft. It is not counted in your finances until you save it;
• has no number, is dated the day it is made and has nothing paid;
• has no PDF;
• carries the schedule on. The record it was copied from stops repeating.

Complete the copies

1. In Purchase invoices, click Show filters and turn on Drafts only.
2. Click the actions button (⋮) of a copy and choose Edit.
3. Check it, add the supplier’s PDF and the number, then click Save changes.

Copies of an income show in the Financial records list of the finances overview.

Stop a record repeating

The schedule is always on the newest record of the series. For a purchase invoice, turn on the Recurring only filter in Purchase invoices to find it. For an income, open its newest copy in the Financial records list.

Open the record, turn off Enable recurrence and save.

Common questions