Automatic Invoice Generation

4 min readPublished April 12, 2026

What Is Auto-Invoicing?

Auto-invoicing eliminates the manual step of creating invoices after completing repairs or sales. When enabled, Fixmo automatically generates a professional invoice at the moment a repair is delivered or a sale is finalized. The generated invoice includes all relevant line items, customer details, tax calculations, and footer text from your shop settings.

How to Enable Auto-Invoicing

Auto-invoicing is configured in your shop settings. Both toggles are independent — you can enable one or both.

  1. 1Go to Settings > Shop from the sidebar.
  2. 2Scroll down to the 'Invoicing & Documents' section (this section is only visible on Pro and Business plans).
  3. 3Toggle on 'Auto-invoice on repair delivery' to automatically generate invoices when repairs are marked as Delivered.
  4. 4Toggle on 'Auto-invoice on sale completed' to automatically generate invoices when sales are completed.
  5. 5Click 'Save Invoicing Settings' to apply your changes.
Tip

You can enable auto-invoicing for repairs only, sales only, or both. Each toggle operates independently.

Auto-Invoice on Repair Delivery

When a repair's status is changed to 'Delivered' and auto-invoicing is enabled, the following happens automatically.

  • Fixmo checks if an invoice already exists for this repair — if so, the auto-invoice step is skipped
  • A new invoice is created with line items for all parts used (from Part Usages) and services performed (from Service Usages)
  • The customer linked to the repair is set as the invoice customer
  • The invoice due date is set based on your default payment terms (e.g., 30 days from today)
  • Your invoice footer text is applied to the document
  • Tax is calculated using your shop's default tax rate and mode
  • If payments were already recorded on the repair, they are linked to the invoice
  • If the repair was fully paid, the invoice status is automatically set to Paid

Auto-Invoice on Sale Completion

When a sale is completed (either through POS or the Add Sale page) and auto-invoicing is enabled, the following happens automatically.

  • Fixmo checks if an invoice already exists for this sale — if so, the auto-invoice step is skipped
  • A new invoice is created with line items for all products sold, including quantities, prices, and per-item discounts
  • The customer linked to the sale is set as the invoice customer
  • The sale-level discount is applied as a document discount
  • Payments recorded during the sale are linked to the invoice
  • If the sale was fully paid at checkout (which is typical), the invoice is automatically marked as Paid

Related Settings

Auto-invoicing works together with other invoicing settings to produce complete documents.

  • Default Payment Terms — determines the due date on auto-generated invoices (default: 30 days)
  • Invoice Footer Text — appended to the bottom of every auto-generated invoice
  • Default Tax Rate — applied to line items on auto-generated invoices
  • Document Notifications — if email notifications for 'Invoice sent' are enabled, auto-generated invoices will also trigger notification emails

Frequently Asked Questions

How do I enable automatic invoicing in Fixmo?+
Go to Settings > Shop and scroll to the 'Invoicing & Documents' section (visible on Pro and Business plans). Toggle on 'Auto-invoice on repair delivery' and/or 'Auto-invoice on sale completed'. Click 'Save Invoicing Settings' to apply. Invoices will be generated automatically from that point forward.
What happens when auto-invoice triggers on a repair delivery?+
When a repair is marked as 'Delivered' and auto-invoicing is enabled, Fixmo automatically creates an invoice containing all parts used and services performed on that repair. The invoice is linked to the repair and the customer. If payments were already recorded on the repair, they are reflected on the invoice. If the invoice is fully paid, it is automatically marked as Paid.
What happens when auto-invoice triggers on a sale?+
When a sale is completed and auto-invoicing is enabled, Fixmo automatically creates an invoice containing all items from the sale with their quantities, prices, and discounts. Payments recorded on the sale are linked to the invoice. If the sale was fully paid at checkout, the invoice is automatically marked as Paid.
Is auto-invoicing available on the Free plan?+
No. Automatic invoice generation is available on Pro and Business plans only. Free plan users can still create invoices manually from the Invoicing page.
Does auto-invoicing create duplicate invoices?+
No. Fixmo checks for existing invoices linked to the same repair or sale before creating a new one. If an invoice already exists for that repair or sale, the auto-invoice step is skipped to prevent duplicates.

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