Billoxy · Features
DesktopSales Invoice
Menu Sales → Sales Invoices (`/invoice/sales-invoices`). Create tax inclusive or exclusive invoices, save Draft or Approve, collect via Payment In, issue Return / Credit / Debit notes, and generate E-Invoice or E-Waybill when Iris is linked. Raise invoices from Sales Order, Proforma, or Item card.
Generate from Order, Proforma & Item
Raise a Sales Invoice from an existing Sales Order, Proforma / Quotation, or from an Item card Generate Sales Invoice action — customer, lines, and prices carry over so you bill faster with less re-entry.
From Sales Order
- 1Open Sales Order Preview
- 2Choose Convert to Sales Invoice / Generate Sales Invoice (label as shown)
- 3Review prefilled party, lines, tax, and totals
- 4Save Draft or Create the Sales Invoice — order status updates
From Proforma / Quotation
- 1Open Quotation / Proforma Preview
- 2Click Convert to Sales Invoice
- 3Confirm prefilled commercial details match what the customer accepted
- 4Save Draft or Create — related docs stay linked
From Item card
- On Item list/grid, use Generate Sales Invoice on a card
- Invoice create opens with that item prefilled on a line
- Add party, qty, tax mode, and other lines as needed
- Useful for quick single-SKU or repeat-item billing
Product screenshot coming soon
When to use each path
From Order
Customer already committed on Sales Order — convert when ready to bill.
From Proforma
Customer accepted the proposal — convert Proforma/Quotation to the final invoice.
From Item
No prior order/proforma — start invoice with one product/service already on the line.
Standalone
Create New Sales Invoice with no source document when billing ad hoc.
After convert, open Relative Invoice from the order/proforma to jump back. Confirm tax inclusive/exclusive matches the source before Create.
Frequently asked
Does convert change the Sales Order?+
Yes — converting to Sales Invoice updates order status and related documents. See Sales Order.
Can I still edit after generate?+
Yes while Draft / editable. Adjust lines, tax, or dates, then Create or Approve. Locked rules may apply after payments or compliance actions.
Related features
Create Sales Invoice
Create Sales Invoice captures tax inclusive or exclusive mode, company and invoice header, billing and optional shipping, line items, reverse charge, discounts, TDS, charges, rounding, then Category, Description, T&C, and Signature — Save Draft or Create.
View featureWhat is Sales Invoice?
A Sales Invoice is the customer bill — lines, tax, discounts, and totals — that you draft or approve, then collect against with Payment In, and optionally push as E-Invoice or E-Waybill. It sits after Sales Order and optional Proforma in the sales flow.
View featureDraft vs Approved
Save as Draft while the invoice is incomplete; Approve from the list or invoice view when it is ready to share, collect, and (when needed) push E-Invoice / E-Waybill. Create/save may stay locked until onboarding is finished.
View featureReady to try Generate from Order, Proforma & Item?
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