Payments & Delivering a Repair

Advance Payments at Creation

An advance payment (deposit) can be collected from the customer when the repair job is first created. This feature is controlled by your shop settings.

1. 1Your admin enables advance payments in Settings > Repairs.
2. 2The advance payment type is set to either Fixed Amount or Percentage of Estimate.
3. 3The setting can be marked as Optional (staff chooses) or Mandatory (required to create the repair).
4. 4When creating a repair, the advance payment field appears with a helper showing the default amount or percentage calculation.
5. 5Enter the amount and the payment is automatically recorded when the job is created.

The Payment Dialog at Delivery

When you advance a repair from Ready to Delivered and there is an unpaid balance, Fixmo opens the 'Complete Payment Before Delivery' dialog to record the final payment.

1. 1On the repair detail page with status Ready, click 'Next Status' (or 'Deliver' for Cashiers).
2. 2If the repair has a price and there is an outstanding balance, the payment dialog opens.
3. 3The dialog shows a Payment Summary: Repair Total, Advance Paid (if any), Total Paid so far, and Balance Due (highlighted in amber).
4. 4Enter the payment amount in the Amount field.
5. 5Select the Method from the dropdown — options are configured in your shop's payment methods settings and are color-coded.
6. 6Optionally enter a Reference (receipt number, transaction ID, etc.).

Splitting Payments Across Methods

Customers sometimes pay with multiple methods — for example, part cash and part card. Fixmo supports splitting the balance across multiple payment entries.

1. 1In the payment dialog, click 'Split Payment' to add a second payment entry.
2. 2Each split has its own Amount, Method dropdown, and Reference field.
3. 3Add as many splits as needed by clicking 'Split Payment' again.
4. 4Remove a split by clicking the X button next to it.
5. 5A split total is displayed with a color indicator: green when the total matches the balance due, amber when it is over or under.

Pay & Deliver vs Skip & Deliver

The payment dialog offers two options for completing the delivery.

• Pay & Deliver — records all payment splits and then advances the repair to Delivered status. Use this when the customer is paying at pickup.
• Skip & Deliver — marks the repair as Delivered without recording any payment. Use this when payment has already been handled outside the system or when the customer will pay later.

Automatic Invoice Generation

On Pro and Business plans, Fixmo can automatically create an invoice document when a repair is delivered. This saves time and ensures every delivered repair has a proper invoice.

1. 1Your admin enables auto-invoice in the shop settings.
2. 2When a repair is marked as Delivered, an invoice is automatically generated with the repair details, parts, services, and payment information.
3. 3The invoice can be viewed and printed from the repair's linked documents.

Payment Role Permissions

Not every team member can handle payments. Fixmo restricts payment access based on roles to ensure proper financial controls.

• Admin — full access to record payments and deliver repairs.
• Manager — full access to record payments and deliver repairs.
• Cashier — can record payments and deliver repairs (Ready → Delivered only). This is the primary role designed for the payment handoff.
• Technician — cannot access the payment dialog or deliver repairs. Focus is on the repair work itself.