Billoxy · Features
DesktopInvoicing
One place to manage every sales invoice: filter and export from the list, create tax-inclusive or exclusive bills with line-level control, preview PDFs with 12 templates, share via WhatsApp or email, and do it all again from the AI chatbot in plain text.
Invoice list
The invoice register is built for day-to-day control: filter on every invoice parameter, switch between list and card layouts on web, export to Excel in summary or detail form, and run the next action from the same row — including e-invoice, e-way bill, returns, and debit/credit notes.
Filter by any invoice parameter
- Set filters on all invoice fields — status, customer, date range, invoice number, amount, tax type, and more — so the register only shows what you need.
- Combine filters to narrow unpaid bills, a single customer, or a GST period without leaving the list.
- Search quickly, then refine with the full filter set when the register is large.
- Need purchase-side filtering instead? See the Expenses guide for the expense register pattern.
Product screenshot coming soon
List view & card view (web)
List view
Dense rows for scanning many invoices — ideal when comparing status and open amounts side by side.
Card view
Card layout for a clearer visual scan of customers and key totals on larger screens.
Switch anytime
Toggle arrangement without losing filters or selection — same data, different layout.
Status + open amount
Each line shows invoice status and remaining open amount together so collection priority is obvious.
Product screenshot coming soon
Product screenshot coming soon
Export to Excel — summary or details
- Export the current filtered set to Excel for accountants, audits, or offline review.
- Summary export — one row per invoice with the high-level totals and status you need for reports.
- Details export — line-level breakdown so item, tax, and quantity data travel with the file.
- Whatever filters are active on the list are respected in the export — filter first, then download.
Product screenshot coming soon
Line-level actions (CRUD + compliance)
- 1Create / read / update / delete from the register — open, edit, or remove without hunting through menus.
- 2Convert to e-invoice when the document is ready for IRN / GST e-invoicing compliance.
- 3Convert to e-way bill for goods movement documentation from the same invoice line.
- 4Raise a return, or issue debit and credit notes linked to the original invoice.
- 5Jump into preview & share when you are ready to send the PDF to the customer.
Status and open amount stay visible on every row so you can chase collections, then convert to e-invoice or e-way bill only when the document is final.
List FAQ
Can I export only unpaid invoices?+
Yes. Filter by unpaid (and any other parameters), then export — both summary and details exports follow the active filters.
Is card view available on mobile?+
List and card arrangement are designed for the web version of the app. Mobile focuses on the workflows that matter most on smaller screens, including AI chat.
Where do returns and debit/credit notes appear?+
You start them from the invoice line actions so they stay linked to the source document. Related money flows also connect with Online Payments when you collect balances.
Related features
Create invoice
Build a complete GST invoice without bouncing between screens: select or create customers and products in place, choose tax-inclusive or exclusive pricing, handle multi-unit conversion, apply GST per line, and see every total — including TDS — in the summary panel.
View featurePreview & share
Review before you send: a PDF preview on one side, invoice summary on the other, share directly on WhatsApp or email with predefined message templates, and pick from 12 designs in A4 and thermal sizes — including a default template that loads every time.
View featureInvoice module overview
Billoxy Invoicing covers the full sales document lifecycle — from a filterable register to PDF preview and one-tap sharing — with every action also available through the AI chatbot.
View featureReady to try Invoice list?
Jump into Billoxy and see it in action on your own data.