Configuring Invoicing Settings

Accessing Invoicing Settings

Invoicing settings are grouped in the 'Invoicing & Documents' section on the Shop Settings page. This section is only visible to Admins on Pro and Business plans.

1. 1Navigate to Settings > Shop from the sidebar.
2. 2Scroll down past the Branches and Default Tax sections.
3. 3The 'Invoicing & Documents' section contains all invoicing configuration options.

Auto-Invoice Toggles

Two toggle switches control automatic invoice generation.

• Auto-invoice on repair delivery — when enabled, an invoice is automatically created every time a repair status is changed to 'Delivered'. The invoice includes all parts used and services performed.
• Auto-invoice on sale completed — when enabled, an invoice is automatically created every time a sale is finalized. The invoice includes all sale items with prices and discounts.

Default Terms

Two number fields let you set default time periods for new documents.

• Invoice Payment Terms (days) — the number of days until an invoice is due. Default: 30. This auto-fills the due date when creating new invoices.
• Quotation Valid For (days) — the number of days a quotation remains valid. Default: 14. This auto-fills the 'Valid Until' date when creating new quotations.

Footer Text

Footer text appears at the bottom of printed and emailed documents. You can set different text for invoices and quotations.

1. 1Enter your invoice footer text in the 'Invoice Footer' field — for example, payment instructions, bank account details, or a thank-you message.
2. 2Enter your quotation footer text in the 'Quotation Footer' field — for example, terms of acceptance or a validity notice.
3. 3Click 'Save Invoicing Settings' to apply. The footer text will appear on all future documents of the corresponding type.

Document Notifications

The notification toggles control whether Fixmo sends alerts when documents are delivered or reminders are triggered. Notifications are organized into two channels: Email and WhatsApp. Each channel has three independent toggles.

• Invoice sent — sends a notification when an invoice is delivered to a customer
• Quotation sent — sends a notification when a quotation is delivered to a customer
• Payment reminder — sends a notification when a payment reminder is triggered for an overdue invoice