Document Actions — Send, Void, Convert, Duplicate, and Remind

4 min readPublished April 12, 2026

Sending Documents

You can send documents to customers via email or WhatsApp directly from the document detail page. Documents in Draft, Sent, or Viewed status can be sent or re-sent.

  1. 1Open a document from the Invoicing page.
  2. 2Click 'Send Email' to send the document via email. The customer receives a professional email with the document details and a link to view it online.
  3. 3Alternatively, click 'Send WhatsApp' to send the document via WhatsApp (requires WhatsApp messaging to be configured).
  4. 4After sending, the document status updates to 'Sent'. If the customer opens the document link, the status updates to 'Viewed'.
Note

Email sending requires an email provider to be configured in Settings > Email. If no provider is connected, Fixmo uses the default system email (noreply@fixmo.app).

Converting Quotations to Invoices

Approved quotations can be converted into invoices with a single click. This streamlines the workflow from estimate to billing.

  1. 1Send a quotation to the customer.
  2. 2Wait for the customer to approve the quotation. They can approve or reject it through the customer portal link included in the email.
  3. 3Once approved, open the quotation. The 'Convert to Invoice' button appears in the action bar.
  4. 4Click 'Convert to Invoice'. A new invoice is created with all line items, customer details, and totals copied from the quotation.
  5. 5The quotation status changes to 'Converted' and shows a link to the new invoice in the Related Documents section.
  6. 6You are redirected to the new invoice where you can review, adjust, and send it.

Voiding Documents

Documents that are no longer valid can be voided. Only Admins can void documents. Voided documents remain visible in the list but are clearly marked and excluded from financial calculations.

  1. 1Open the document you want to void.
  2. 2Click the 'Void' button (visible to Admins only, not available on Paid or already Voided documents).
  3. 3Confirm the action in the confirmation dialog.
  4. 4The document status changes to 'Voided' permanently.
Warning

Voiding a document is permanent and cannot be undone. If you need a corrected version, duplicate the document first, then void the original.

Duplicating Documents

Any document can be duplicated to create a new Draft with the same content. This saves time when creating similar or recurring documents.

  1. 1Open any document from the Invoicing page.
  2. 2Click the 'Duplicate' button in the action bar.
  3. 3A new document is created as a Draft with the same line items, customer, and settings.
  4. 4You are redirected to the new document where you can make adjustments before sending.

Sending Payment Reminders

For invoices with outstanding balances, you can send payment reminders to customers. This is available for invoices with status Sent, Viewed, Partially Paid, or Overdue.

  1. 1Open the invoice with an outstanding balance.
  2. 2Click the 'Remind' button in the action bar.
  3. 3Fixmo sends a payment reminder notification to the customer.
  4. 4The reminder count is tracked on the document detail page under Details.

Frequently Asked Questions

How do I send an invoice to a customer in Fixmo?+
Open the document from the Invoicing page and click 'Send Email' to send via email, or 'Send WhatsApp' to send via WhatsApp. The document must be in Draft, Sent, or Viewed status. After sending, the status updates to Sent.
How do I convert a quotation to an invoice in Fixmo?+
Open the quotation from the Invoicing page. Once the customer has approved the quotation (status: Approved), a 'Convert to Invoice' button appears. Click it to create a new invoice with all the quotation's line items, customer details, and totals copied over. The quotation status changes to Converted.
Can I void an invoice in Fixmo?+
Yes. Admins can void any document that is not already Paid or Voided. Open the document and click the 'Void' button. Confirm the action in the dialog. Voided documents cannot be un-voided — this action is permanent.
How do I send a payment reminder in Fixmo?+
Payment reminders are available for invoices with status Sent, Viewed, Partially Paid, or Overdue. Open the invoice and click the 'Remind' button. Fixmo sends a reminder notification to the customer. The reminder count is tracked on the document detail page.
Can I duplicate a document in Fixmo?+
Yes. Open any document and click the 'Duplicate' button. Fixmo creates a new document with the same line items, customer, and settings but as a new Draft. This is useful for creating recurring invoices or similar quotations.

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