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.
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.
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.
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.
Viewing Document Details
Navigate the document detail page in Fixmo — view line items, totals, payment history, customer information, document timeline, and related documents.
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.
Configuring Invoicing Settings
Set up invoicing defaults in Fixmo — auto-invoice toggles, payment terms, quotation validity, footer text, and document notification preferences.
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.