FixedFixed: an invoice would not take payment again after a payment was deleted

Configuring Invoicing Settings

3 min read

Published April 12, 2026

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. Navigate to Settings > Shop from the sidebar.
  2. Scroll down past the Branches and Default Tax sections.
  3. The '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.

Tip

Auto-generated invoices include duplicate detection, if an invoice already exists for a repair or sale, a new one will not be created.

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. Enter your invoice footer text in the 'Invoice Footer' field, for example, payment instructions, bank account details, or a thank-you message.
  2. Enter your quotation footer text in the 'Quotation Footer' field, for example, terms of acceptance or a validity notice.
  3. Click '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 email alerts when documents are delivered or reminders are triggered. Three independent toggles are available for email notifications.

  • 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

Note

Email notifications require an email provider to be configured in Settings > Email. WhatsApp notifications require WhatsApp messaging to be set up (coming in a future version).

Frequently asked questions

Invoicing settings are located in Settings > Shop, in the 'Invoicing & Documents' section. This section is only visible on Pro and Business plans. It includes auto-invoice toggles, default terms, footer text, and document notifications.

Default payment terms determine the number of days from the invoice issue date to the due date. For example, if set to 30, every new invoice will have a due date 30 days from its creation date. You can override this on individual invoices.

The invoice footer text is a custom message that appears at the bottom of every printed and emailed invoice. It is commonly used for payment instructions, bank details, thank-you messages, or legal disclaimers. You can set separate footer text for invoices and quotations.

Fixmo offers email document notification toggles for Invoice sent, Quotation sent, and Payment reminder. WhatsApp notifications for documents are coming in a future release.