Invoicing & Documents
Invoices, quotations, credit notes, receipts, public document links, and auto-generated documents.
Invoicing & Documents Overview
Understand how Fixmo's invoicing system works, create invoices, quotations, credit notes, and receipts. Track document statuses, payments, and balances from a single dashboard.
4 min read
Creating Invoices and Quotations
Step-by-step guide to creating invoices and quotations in Fixmo. Add customers, line items from inventory or services, set discounts, due dates, and notes.
6 min read
Automatic Invoice Generation
Configure Fixmo to automatically generate invoices when repairs are delivered or sales are completed. Set up auto-invoicing in your shop settings.
4 min read
Document Actions: Send, Void, Convert, Duplicate, and Remind
Learn how to manage documents in Fixmo: send invoices via email, void documents, convert quotations to invoices, duplicate documents, and send payment reminders.
7 min read
Viewing Document Details
Navigate the document detail page in Fixmo, view line items, totals, payment history, customer information, document timeline, and related documents.
3 min read
Printing and Exporting Documents
Print invoices, quotations, and other documents in Fixmo using three professional templates, Classic, Modern, and Compact. Export as PDF for digital sharing.
3 min read
Configuring Invoicing Settings
Set up invoicing defaults in Fixmo, auto-invoice toggles, payment terms, quotation validity, footer text, and document notification preferences.
3 min read
Editing Invoices and Quotations
Fix a mistake on an invoice or quotation without voiding it and starting over. Admins, Managers, and Cashiers edit documents in their branch directly, no time limits or approvals. Editing a paid invoice automatically re-balances stock, sales, and commission, and refunds any overpayment.
6 min read
Products vs Services in Invoices and Repairs
Why a service doesn't appear in the product search on an invoice or repair, and how to add services from the Services tab instead.
2 min read