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.
Sales Invoice List
The Sales Invoice list shows all sales documents in table or card view — Sales Invoice, Return, Credit Note, and Debit Note — with party, status, collection, and amount columns, plus filters, row actions, and bulk tools.
Views & document types
- Toggle table and card layouts
- Document types: Sales Invoice, Sales Return, Credit Note, Debit Note
- Primary CTA to create a new Sales Invoice (and related create paths as shown)
- Search by invoice number, party name, or amount fields as supported
- Empty state prompts you to create the first sales invoice
Product screenshot coming soon
Columns & status
- Party — customer name linked to the document
- Invoice Details — number, date, and type context
- Status — Draft or Approved, plus E-Invoice / E-Waybill tags when generated
- Collection — Paid, Unpaid, or Partial
- Amount columns for invoice / note totals (and remaining collectible where shown)
- Filters for status, collection, type, date range, and party as available on the toolbar
Product screenshot coming soon
Row & bulk actions
View / Edit
Open the invoice view or edit when the document is still editable.
Approve
Approve a Draft from the list (or from view) so it is ready to collect and share.
Share / Print
Share or print the document; Excel Export and Copy available from list tools.
E-Invoice / E-Waybill
Print or generate E-Invoice and E-Waybill from the row when onboarded.
More row & bulk tools
- Row menu also includes Copy and Delete when allowed
- Select multiple rows for bulk delete / export actions as supported
- Card view highlights party, invoice details, status tags, collection, and amounts for quick scan
Product screenshot coming soon
Filter to Approved + Unpaid / Partial when preparing collections. Open View → Collection Slip, or go to Payment In at /invoice/collections.
Frequently asked
What do E-Invoice / E-Waybill tags mean?+
They show that the document has been generated or linked for IRN / e-waybill. Generate from the row after Iris GST portal onboarding — see E-Invoice & E-Waybill and E-Invoice.
Can I approve from the list?+
Yes. Use Approve on Draft rows (or from invoice view). Until approved, treat the document as incomplete for final collection and compliance flows.
Where is Delete and Copy?+
In the row actions menu. Copy starts a new document from an existing one; Delete removes when product rules allow.
Related features
What 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 featureCreate 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 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 featureE-Invoice & E-Waybill
From a Sales Invoice row you can Print or Generate E-Invoice and E-Waybill. These need Iris GST portal onboarding first — configure under Settings, then use the actions on approved invoices.
View featurePrint, Share, Export & Copy
From the Sales Invoice list or view, print the PDF, share with the customer, export rows to Excel, or Copy an existing invoice to start a new one quickly.
View featureReady to try Sales Invoice List?
Jump into Billoxy and see it in action on your own data.