Order / Quote
Supplier ko PO, customer ko Sales Order ya Proforma — draft pehle, approve jab ready.
Back to feature overview
Billing
Complete Billing Flow
Order se payment tak — purchase aur sales linked screens pe.
Billoxy mein buy-and-sell alag apps nahi — linked screens hain jo aap roz use karte ho. Purchase: Purchases → Purchase Orders, Purchase Invoices, Payment Out. Sales: Sales Orders, Proforma, Sales Invoices, Payment In. Cash/Bank pe collection aur payment ka hisaab. Har document ka module guide neeche linked hai.
Buy ↔ Sell
PurchasesPO → Bill → Pay
SalesOrder → Invoice → Collect
- Linked convert actions
- Cash & bank in the same story
- Share PDF / WhatsApp / Email
- Open balances stay visible
Order → Invoice → Payment
How it feels in practice
Order se payment tak — ek linked flow
Purchase aur sales alag tools nahi hain. Aap order banate ho, invoice generate karte ho, phir cash/bank se settle — har screen pehle wale document se juda hota hai.
Invoice
Goods aa gaye? Generate Purchase Invoice. Deal close? Sales Invoice — same lines, less re-typing.
Collect / Pay
Payment In se customer se paisa, Payment Out se supplier ko — invoice se linked balance clear.
Cash & bank
Har collection aur payment cash/bank ledger pe dikhta hai — party aur books dono sync feel karte hain.
Before
Scattered paperwork
- PO WhatsApp pe, bill Excel pe, payment notebook pe
- Sales order approve hone ke baad invoice dobara type
- Open udhari ka exact invoice yaad nahi rehta
- Month-end pe cash, bank, aur party balance match nahi hota
After
One buy–sell cycle
- PO → Purchase Invoice → Payment Out — linked screens
- Sales Order / Proforma → Sales Invoice in one convert
- Collections aur payments invoice balance se settle
- Cash/Bank aur party ledger same din ki kahani batate hain
Full coverage
Har document ka apna module guide
Menus aur paths wahi hain jo app ke andar use karte ho — list, create, preview, share, convert.
Day-to-day rhythm
Jo aap pehle se karte ho — bas linked
Naya process seekhne ki zaroorat nahi. Jo purchase aur sales aap already chalate ho, Billoxy usko documents ke chain mein rakhta hai.
Convert, don’t retype
PO se PI, Sales Order se Invoice — lines carry forward so mistakes kam hote hain.
Share from preview
PDF, WhatsApp, Email — customer ya supplier ko turant bhejo.
Settle open balance
Payment In / Out party, invoice, ya cash/bank history se shuru kar sakte ho.
Due-date nudges
Orders aur invoices pe reminders — Reminder module se aur smart alerts.
Today’s billing desk
Ek typical busy afternoon
- PO-214 → Purchase InvoiceConverted
- SO-881 → Sales InvoiceBilled
- SI-1042 · Payment In ₹18,400Collected
- PI-318 · Payment OutDue
- Cash + Bank ledgersUpdated
Har step pehle wale document se link rehta hai — Relative Invoice / Payment history se peeche jaa sakte ho.
As shop owners say it
Seedha matlab: kharid–bech ka pura cycle ek jagah
Supplier se maal mangaao (PO), bill aaya to Purchase Invoice, paisa do to Payment Out. Customer ko quote do, invoice bhejo, collection likho. Udhari–len-den party pe dikhe, cash/bank pe dikhe — notebook aur WhatsApp pe chase karne ki zaroorat kam.
Ready to walk the screens?
Har module guide mein list, form, preview, aur convert actions step-by-step hain.
Ek cycle — purchase se collection tak
9
Document modules in the buy–sell path
2
Sides — Purchases & Sales
1
Cash/Bank story for every paisa move
0
Need to retype when you convert
Kaise judte hain purchase aur sales
Har document type ka apna list, create form, preview/share, aur convert action hai. PO se Generate Purchase Invoice jab maal/bill aaye. Sales Order se Proforma ya seedha Sales Invoice. Payment In / Out open balance party, invoice, ya cash/bank history se settle karte hain. Exact menus module guides mein hain.
Purchase side — supplier flow
Menus aur paths app ke module guides se match karte hain.
P
Purchase Order
Purchases → Purchase Orders. Draft/approve; PDF preview; Email/WhatsApp share; bill aaye to Generate Purchase Invoice.
P
Purchase Invoice
Purchase Invoices — supplier bills, returns, payable balance; preview se Payment Out; PO se link.
P
Payment Out
Payment Out — supplier ko cash/bank se pay; invoices link; Party ya Cash/Bank history se bhi.
Sales side — customer flow
S
Sales Order
Sales Orders — tax lines, optional stock reserve, Proforma/Invoice generate, due-date reminders.
Q
Quotation & Proforma
Proforma Invoices — pehle quote, approve, share; deal ready to Generate Sales Invoice.
S
Sales Invoice
Sales Invoices — Draft/Approve, Payment In, returns/notes, E-Invoice/E-Waybill (Iris).
P
Payment In
Payment In — customer se collection: party, cash/bank, amount, linked invoices.
Cash & bank — same kahani mein
Bank Accounts
Cash/Bank → Bank Accounts — Collection, Payment, Cash Transfer, Other Bank Process.
Cash Accounts
Cash Accounts — petty cash; Collection/Payment/Transfer shared with Bank aur Party ledgers.
Frequently asked
Kya mujhe har document alag se banana padega?
Nahi — convert actions lines carry forward karte hain. PO → PI, Order/Proforma → Sales Invoice.
Udhari kahan dikhega?
Party outstanding views + invoice remaining balance. Reminder se balance/overdue alerts bhi set kar sakte ho.
Tally ke saath?
Billing Billoxy mein rahe. Books Tally mein update ke liye Automate Tally Sync dekho.
Billing desk ready?
Pehla module guide kholo — Purchase Order ya Sales Invoice — aur screen pe flow dekho.
Module guides
Step-by-step guides in Billoxy
Each link opens the full module walkthrough — screens, menus, and workflows documented in the app.
Ready to run your business on Billoxy?
Start free, then open any module guide to learn each screen — including Reminder for smart alerts.
Support