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.
Relative 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.
Why Relative Order matters
- Users can confirm whether the quotation/proforma still matches the original Sales Order
- Sales and accounts teams can jump back without searching the order list
- The linked order provides context before converting to the final Sales Invoice
Product screenshot coming soon
Frequently asked
When will Relative Order appear?+
It appears when the quotation/proforma was created from, or otherwise linked to, a Sales Order. If there is no link, the action does not show.
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 featureConvert 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.
View featureWhat is Quotation & Proforma?
Quotation and Proforma are customer-facing sales documents you send before the final Sales Invoice. They follow the same sales-side logic as Sales Order: customer party selection, sales prices, tax and totals, share-ready previews, relative Sales Order links, and convert-to-invoice flow.
View featureReady to try Relative Sales Order?
Jump into Billoxy and see it in action on your own data.