Invoicing & Documents Overview

Invoicing Dashboard

The Invoicing page is your central hub for managing all business documents. It displays four summary cards at the top — Invoices, Quotations, Paid, and Overdue counts — giving you an at-a-glance view of your document pipeline. Below the summary cards, a searchable and filterable table lists all your documents with their code, type, customer, date, status, total, and outstanding balance.

Document Types

Fixmo supports four document types, each serving a different purpose in your business workflow.

• Invoice — a formal billing document sent to customers for services rendered or products sold. Invoices track payment status and outstanding balances.
• Quotation — a price estimate sent to customers before work begins. Customers can approve or reject quotations. Approved quotations can be converted into invoices with one click.
• Credit Note — issued when a refund or credit is owed to a customer. Credit notes reference the original invoice and reduce the customer's outstanding balance.
• Receipt — a payment confirmation document generated after a transaction is completed.

Understanding Document Statuses

Each document moves through a lifecycle of statuses. Understanding these helps you track where each document stands.

• Draft — the document has been created but not yet sent to the customer. You can still edit it.
• Sent — the document has been delivered to the customer via email or WhatsApp.
• Viewed — the customer has opened the document (tracked via the customer portal link).
• Approved — the customer has approved a quotation (quotations only).
• Rejected — the customer has rejected a quotation (quotations only).
• Paid — the invoice has been fully paid. The balance due is zero.
• Partially Paid — the invoice has received some payment but still has an outstanding balance.
• Overdue — the invoice has passed its due date without being fully paid.
• Converted — a quotation has been converted into an invoice.
• Voided — the document has been cancelled and is no longer valid.

Searching and Filtering Documents

The invoicing dashboard provides tools to quickly find the documents you need.

1. 1Use the search bar at the top to find documents by document code (e.g., INV-001) or customer name.
2. 2Use the Type dropdown to filter by document type: All Types, Invoices, Quotations, Credit Notes, or Receipts.
3. 3Use the Status dropdown to filter by status: Draft, Sent, Paid, Partially Paid, Overdue, Approved, Rejected, or Voided.
4. 4Click any row in the table to open the full document detail page.

Plan Limits for Invoicing

The number of invoices and quotations you can create each month depends on your Fixmo plan.

• Free plan — 10 invoices per month, 5 quotations per month
• Pro plan — unlimited invoices and quotations
• Business plan — unlimited invoices and quotations