Sales Quotes and Delivery Notes: The Complete Sales Chain in MyFixio
Until now you could only invoice. Now you can send a Quote before you sell, let the customer approve it with no calls or paperwork, and issue a Delivery note that pulls real stock — all the way through to a one-click Invoice.
Invoicing already let you turn a sale into a legal Invoice, but the step before that was missing: quoting before you sell, and handing over goods with a proper Delivery note, without touching the fiscal side yet. That's changed. The sales Quote and the sales Delivery note complete the sales chain — Quote → Delivery note → Invoice — with the same polish you already know from the Invoice: an Odoo-style editor, email and WhatsApp sending, a PDF with your logo, and a chatter with the full history of every document.
What's in the sales Quote
No-login approval
A public link lets the customer approve or reject it without creating an account — the same pattern already used for repair Quote approval.
Automatic expiration
Pick the validity period (15/30/60/90 days); once it passes with no response, the Quote moves to expired on its own.
One-click conversion
Once accepted, convert it straight into an Invoice or a Delivery note without retyping a single line.
The sales Delivery note is the document that actually moves inventory — it deducts stock line by line, claims serialized units atomically so two sales can never grab the same unit, and if the stock isn't there, it doesn't number or touch anything.
The complete sales chain
The Delivery note at a glance
Real stock deduction
Confirming a Delivery note pulls stock from the warehouse you choose, right away — not just on paper.
Exact cancellation
Cancel it and every unit goes back exactly where it came from, down to the serial number.
No double deduction
Converting a Delivery note into an Invoice never touches stock again — it was already deducted on confirmation.
Same editor, same chatter, same PDF as the Invoice — nothing new to learn.
Sales Quote
P-2026-000001
Customer: Acme Repairs LLC
Valid until: 30 days
Status: Pending
Sales Quotes and Delivery notes are live today under Settings → Invoicing, with fully customizable series — start with the P and A defaults or set your own. Check the documentation for the full walkthrough.