Billoxy · Features
DesktopPayment In (Collections)
Menu Sales → Payment In (`/invoice/collections`). Record collections with party, cash/bank account, amount, and optional linked sales invoices. Also open Collection Slip from a Sales Invoice, or Collection from Party / Cash / Bank history.
What is Payment In (Collections)?
Payment In (Collections) records money received from customers — against Sales Invoices or as a general receipt — into Petty Cash or Bank. It is the collection step after you bill on Sales Invoice.
What you can do
- Open Sales → Payment In at /invoice/collections
- Create New Collection with party, Cash/Bank, amount, and optional invoices
- Settle open Sales Invoice balances (full or partial)
- Post into Cash or Bank accounts
- Start the same slip from Sales Invoice Collection Slip, Party ledger, Cash, or Bank history
- Watch receivables via Dashboard To Collect under Account Details — see Dashboard
Product screenshot coming soon
Place in the sales cycle
- 1Bill the customer with Sales Invoice (Approve)
- 2Customer pays — record Payment In / Collection Slip
- 3Invoice Collection moves to Partial or Paid; party and Cash/Bank balances update
- 4Dashboard To Collect reflects remaining receivables
Ideal for collections
Clear receivables
Link invoices so Paid / Partial status stays accurate on Sales Invoice.
Cash or Bank
Choose Collection Point Petty Cash or Bank (RTGS/NEFT/IMPS style).
Many entry points
Same slip from Payment In list, invoice view, Party, Cash, or Bank.
Dashboard view
To Collect shows how much is still outstanding across customers.
Define customers under Party and keep Cash / Bank accounts ready before busy collection days. Open CTA: https://app.billoxy.in
Frequently asked
Payment In vs Sales Invoice?+
Sales Invoice is the bill. Payment In is the receipt of money against that bill (or a general collection). See Sales Invoice.
Where is the menu?+
Sales → Payment In at /invoice/collections. You can also open Collection Slip from invoice view, Party Transaction Details, Cash, or Bank.
What is To Collect on Dashboard?+
Account Details → To Collect summarizes outstanding customer receivables. Use it to prioritize Payment In — see Dashboard.
Related features
Payment In List
The Payment In list at /invoice/collections shows recorded collections — open New Collection to receive money, Edit an existing slip, or Delete when allowed.
View featureCreate Collection (Payment In)
New Collection opens Create Collection Slip — pick the party, Collection Point (Petty Cash or Bank), Receipt/Document No., Date, Received Amount, account, optional invoice link, and Description.
View featureCollection Slip from Sales Invoice
From an Approved Sales Invoice view, open Collection Slip to receive payment against that invoice — the same Payment In voucher, prefilled with party and invoice remaining balance.
View featureCollect from Party, Cash & Bank
The same Collection Slip is available from Party Transaction Details, Cash history, and Bank history — so you can receive money in context of the customer or the account. Party also supports remittance-related vouchers from New Transaction.
View featureReady to try What is Payment In (Collections)??
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