How it works
Explore Billoxy module by module — billing, inventory, payments, and more.
Open a guide to see how each part of the app works — workflows, tips, and practical walkthroughs for every module.
27 modules · 25 guides ready
Login, register, and complete onboarding — how you get into Billoxy and unlock create/save.
Sign in with email or phone OTP, create a new account with the register wizard, or finish Complete Onboarding in-app if your profile is still…
List, create, preview, and share GST invoices — plus the same flows from AI chat.
One place to manage every sales invoice: filter and export from the list, create tax-inclusive or exclusive bills with line-level control, preview…
Home `/dashboard` — finance cards, charts, stock stats, invoices, To Do, and AI Insights.
Menu Dashboard (`/dashboard`). Complete Onboarding banner when pending; finance cards To Collect / To Pay / Bank / Cash; Sales Trend, Profit Trend,…
Definitions → Parties `/definitions/parties` — customers, suppliers, balances, and ledgers.
Menu Definitions → Parties (`/definitions/parties`). Manage customers and suppliers, import from Excel, see Outstanding Collection / Payment /…
Stock levels, items, and barcodes kept in sync.
See how inventory stays connected to billing and expenses so you always know what you have and what you owe.
Detailed walkthroughs for this module are on the way.
Inventory → Items `/definitions/items` — products, services, stock types, barcodes, and history.
Menu Inventory → Items (`/definitions/items`). Define products and services with prices, units, HSN/SAC, GST, stock types, barcodes, Excel import,…
Secure payment links and faster collections.
Learn how payment links, statuses, and reconciliation work together so cashflow stays clear.
Detailed walkthroughs for this module are on the way.
Sales → Sales Orders `/invoice/sales-order` — reserve stock, proforma, convert to invoice, reminders.
Menu Sales → Sales Orders (`/invoice/sales-order`). Commit customer orders with tax inclusive/exclusive pricing, optional stock reserve,…
Sales → Proforma Invoices `/invoice/proforma-invoice` — quote first, then convert to invoice.
Menu Sales → Proforma Invoices (`/invoice/proforma-invoice`). Create quotations/proformas for customers, approve drafts, print/share, and Generate…
Sales → Sales Invoices `/invoice/sales-invoices` — bill, collect, returns, E-Invoice / E-Waybill.
Menu Sales → Sales Invoices (`/invoice/sales-invoices`). Create tax inclusive or exclusive invoices, save Draft or Approve, collect via Payment In,…
Sales → Payment In `/invoice/collections` — record money received from customers.
Menu Sales → Payment In (`/invoice/collections`). Record collections with party, cash/bank account, amount, and optional linked sales invoices. Also…
Purchases → Purchase Orders `/purchase/orders` — supplier orders and convert to invoice.
Menu Purchases → Purchase Orders (`/purchase/orders`). Create supplier orders with parties and items, manage draft/approve, share/download, and…
Purchases → Purchase Invoices `/purchase/invoices` — supplier bills, payments, returns.
Menu Purchases → Purchase Invoices (`/purchase/invoices`). Record supplier bills (and returns / credit / debit notes), track open payable balance,…
Purchases → Payment Out `/purchase/payments` — pay suppliers from cash or bank.
Menu Purchases → Payment Out (`/purchase/payments`). Record payments to suppliers with party, cash/bank, amount, and linked purchase invoices. Also…
Expenses `/expenses` — operating costs that are not stock purchases.
Menu Expenses (`/expenses`). Track Petrol, Rent, Salary and other operating costs with table or card views — category, supplier, currency, cash/bank,…
Inventory → Stocks `/definitions/stocks` — stock in, stock out, and adjustments.
Menu Inventory → Stocks (`/definitions/stocks`). Record Stock In and Stock Out with product, qty, unit, date, and description. You can also adjust…
Cash/Bank → Bank Accounts `/definitions/bank-account` — accounts, ledger, transfers.
Menu Cash/Bank → Bank Accounts (`/definitions/bank-account`). Create bank accounts, open Transaction Details for Collection, Payment, Cash Transfer,…
Cash/Bank → Cash Accounts `/definitions/cash-account` — petty cash balances and history.
Menu Cash/Bank → Cash Accounts (`/definitions/cash-account`). Create and manage petty cash accounts with balance and currency. From history record…
Plan feature — BOM, manufacture orders, material consumption and production cost.
Manufacture (plan feature): define Bill Of Material at `/definitions/bom`, run Manufacture Orders at `/definitions/manufacture-order` with Start…
Sales, purchase, expense, order summaries, data transfer log, and GSTR-1/3B/4.
Use the Reports group for Sales Summary, Purchase Summary, Expense Summary, Sales Purchase Total, Order Summary, and Data Transfer logs. GST users…
GST portal (Iris) e-invoicing and e-waybills from sales invoices.
Needs Iris GST portal onboarding beyond profile onboarding. Menu Sales → E-Invoice (`/invoice/e-invoices`) to create or generate from a Sales Invoice…
Profile → Settings — invoice tabs, company profile, users, Reminder, e-invoice.
Open from Profile → Settings. Configure Invoice Settings (Transaction, Payment, WhatsApp, Notifications / Reminder, e-Invoice, Custom Field), Company…
Plans, add-ons, checkout; Billoxy AI chat and Dashboard AI Insights.
Open Subscription from the header license or Profile → `/subscription-plan` to see plan features, choose Monthly / Quarter / Yearly / 3 Year,…
Billoxy AI at `/ai-chat` — create invoices, business reports, marketing ideas, and product help by chat.
Open Billoxy AI Chat at `/ai-chat` (Try AI Chatbot / header AI Chat). Ask in plain language or tap quick intents — Create Invoice, Business Report,…
Local service syncs Billoxy parties, stock items, invoices, notes, and expenses to Tally — on schedule or on demand.
A background local service runs on auto-schedule or whenever you start a manual sync. It fetches live business records from Billoxy and posts them…
Custom alerts for low stock, party balances (udhari limits), overdue payments, and daily digests — via in-app, email, and WhatsApp.
Billoxy Notifications combines an easy in-app inbox with a flexible rules engine. Enable the alerts that matter — low stock, party balance limits…
Custom alerts for low stock, party balances (udhari limits), overdue payments, and daily digests — via in-app, email, and WhatsApp.
Billoxy Reminder combines an easy in-app inbox with a flexible rules engine. Enable the alerts that matter — low stock, party balance limits…
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