Make an invoice repeat

Set the schedule

1. Create the invoice, or open it with Edit. See Create a sales invoice.
2. In Repeat, turn on Create a recurring invoice.
3. In Repeat, choose how often:
   • Weekly: tick the days in Weekly schedule.
   • Monthly: choose the Day of the month, or the last day, and the months in Monthly schedule. Choose every month if you bill each month.
   • Yearly: the invoice repeats each year on the date of the invoice.
4. Save the invoice.

Skileo works out the date of the next copy.

Make the copies

Skileo doesn’t make the copies by itself. When a date comes, make them yourself:

1. Open Finances › Sales invoices in the menu.
2. Click Add new and choose Generate recurring.
3. The window shows how many copies are due, today or before.
4. Click Generate.

Each copy is a draft without a number. The copy now carries the schedule: the invoice it comes from stops repeating.

Skileo makes up to 1,000 copies at a time. If more are due, click Generate again.

Finish each copy

1. In the list, turn on Drafts only.
2. Open each draft with Edit.
3. Check it, give it a number, and save it. It becomes Not paid.
4. Send it to your client. See Send an invoice by e-mail.

Stop an invoice from repeating

1. In the list, turn on Recurring only. It shows the invoices that carry a schedule.
2. Open the invoice with Edit.
3. Turn off Create a recurring invoice and save.

Common questions