Billoxy · Features
WebBilloxy AI 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, Marketing Report, Billoxy Support, and General Help. Complements Dashboard AI Insights; plan permissions and request limits apply.
Business Report
Business Report opens a set of billing and sales report options. Tap the parent card, then choose a sub-option or chip — Revenue, Outstanding Payments, Product/Service Sales, Customer list, This month revenue, or Full Business Report.
Report options
- Revenue Report — income, collections, and revenue trends
- Outstanding Payments — unpaid bills and receivables due (chip: Pending Collections)
- Product/Service Sales summary — breakdown by product and service
- Customer list — your customers (chip: Top Customers)
- This month revenue — current-month revenue
- Full Business Report — complete business overview
Product screenshot coming soon
Run a business report
- 1Tap Business Report on the welcome intents
- 2Pick a sub-option (or a chip later in the thread)
- 3Read the assistant’s summary grounded in your Billoxy data
- 4For exportable GSTR or formal period files, open Reports & GSTR
When to use which
Revenue
Income trends and collections health.
Outstanding
Who still owes you — then collect via Payment In.
Product sales
What is selling — useful before restock.
Full report
One overview when you need the big picture.
Business Report needs the report AI permission. Follow outstanding with Payment In; deep period exports stay in Reports.
Frequently asked
Is this the same as Dashboard AI Insights?+
No. Business Report is chat Q&A. AI Insights is a Dashboard panel with weekly highlights. See AI Chat vs Insights.
Numbers look empty+
Post invoices and collections first. Fresh data on Sales Invoice and Payment In improves answers.
Related features
What is Billoxy AI Chat?
Billoxy AI Chat is your full-page assistant at `/ai-chat`. Type business questions or tap quick intents to create invoices, pull reports, get marketing ideas, or ask for Billoxy help — without hunting every menu.
View featureMarketing Report
Marketing Report helps you grow invoicing customers — full strategy, retention ideas, offers & discounts, industry news, WhatsApp promo copy, and sample payment reminder messages.
View featureAI Chat vs Dashboard AI Insights
Billoxy AI Chat (`/ai-chat`) is the full-page conversational assistant. Dashboard AI Insights is a panel on the home Dashboard with highlights, anomalies, forecasts, and recommendations — often refreshed weekly.
View featureReady to try Business Report?
Jump into Billoxy and see it in action on your own data.