Sales invoices
Create invoices and credit notes, send them to your clients, let them pay online and record each payment.
12 articles · Last updated Nov 5, 2026
How sales invoices workSales invoices are the bills you send to your clients. Skileo numbers them, makes their PDF, sends them by e-mail and follows what each client paid.Create a sales invoiceIn 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.Number your invoices with seriesA series gives your invoices a prefix and a next number. Skileo fills in the number of each new invoice and moves the series on when you save it.What invoice statuses meanThe status shows where an invoice stands. Skileo sets it from the payments and the due date, so an invoice turns Paid by itself once its payments cover the total.Send an invoice by e-mailClick the actions button on the invoice's line and choose Send. Check the address, the subject and the message, then click Send. The invoice PDF goes as an attachment.Let clients pay an invoice onlineConnect Stripe in Settings › Payment providers and turn on Enable for invoices. Your clients then see a Pay button on the invoice page and pay by card or direct debit.Record a payment on an invoiceChoose Record payment in the invoice's menu, type the amount, the date and the payment method, then click Record payment. Once paid, an invoice can't be changed.Create a credit noteA credit note lowers what a client owes on an invoice. Choose Create credit note in the invoice's menu, list what you credit, then save. The invoice's amount due goes down.Make an invoice repeatTurn on Create a recurring invoice and choose the schedule. When a date comes, click Add new › Generate recurring in Sales invoices. Skileo makes draft copies for you to number and send.Fill an invoice from a PDF or add many at onceDrop a PDF on the invoice form to fill it in. To add many invoices, use Bulk upload for PDF files or Import for a CSV file, both under Add new in Sales invoices.Copy, void or delete an invoiceIn the invoice's menu, Copy makes a new unpaid invoice, Mark as void cancels the invoice, and Delete moves it to the trash. An invoice with a payment can't be voided or deleted.Turn a quote into an invoiceIn the quote's menu, choose Create invoice. The invoice form opens with the quote's client, lines and currency. Check it and click Create invoice. The quote doesn't change.