Billoxy · Features
DesktopQuotation & Proforma
Menu Sales → Proforma Invoices (`/invoice/proforma-invoice`). Create quotations/proformas for customers, approve drafts, print/share, and Generate Sales Invoice when the deal is ready. Often follows a Sales Order and sits before the final Sales Invoice.
Convert to Sales Invoice
Once the customer accepts the quotation or proforma, users can convert it to Sales Invoice so the commercial proposal becomes the final bill with carried-over customer, items, prices, tax, and totals.
Convert flow
- 1Open Quotation/Proforma Preview
- 2Click Convert to Sales Invoice
- 3Review the prefilled Sales Invoice
- 4Set invoice-specific fields such as invoice number and dates
- 5Save Draft or Create the Sales Invoice
What carries forward
- Customer billing and line items
- Sales prices by unit, taxes, discounts, and document totals
- Terms and other commercial content where the invoice flow supports it
Product screenshot coming soon
Related features
Preview, Templates & Share
Preview is the main working screen for quotation and proforma: choose templates, download or print PDF, share by WhatsApp or Email, open relative Sales Order, and convert to Sales Invoice.
View featureRelative Sales Order
When a quotation or proforma is linked to a Sales Order, preview shows the relative order so users can jump back to the original commitment and compare customer, items, quantities, and totals.
View featureReminder Notifications
Quotation and Proforma reminders are based on due date timing: 3 days before, on due day, and 1 day after — through WhatsApp, SMS, and Email configured in Settings.
View featureReady to try Convert to Sales Invoice?
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