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.
Collections, Returns & Notes
From Sales Invoice view, collect with Collection Slip → Payment In; for Return or Credit Note use Create New Payment; for Debit Note use Create New Collection — so Cash and Bank stay aligned with receivables.
Sales Invoice → Collection
- 1Open an Approved Sales Invoice → View
- 2Start Collection Slip (collect against this invoice)
- 3Complete the slip — posts as Payment In to Cash or Bank
- 4Collection status updates to Partial or Paid
Return, Credit & Debit money paths
- Sales Return / Credit Note → Create New Payment when you owe money back or adjust outflows
- Debit Note → Create New Collection when additional amount is receivable
- Choose Cash or Bank as the settlement account on each voucher
- Party balance and invoice remaining amounts update after save
Product screenshot coming soon
Where else to collect
Payment In list
Sales → Payment In at /invoice/collections — New Collection with optional invoice link.
Cash / Bank
Create Collection Slip from Cash or Bank history — same slip model.
Party ledger
Party Transaction Details → Collection for that customer’s open invoices.
Document → money action
Keep Cash and Bank accounts defined before heavy collection days. Dashboard To Collect reflects unpaid / partial Sales Invoices.
Frequently asked
Payment In vs Collection Slip?+
Same money-in voucher. Collection Slip is the form; Payment In (/invoice/collections) is the Sales menu list of those collections. See Payment In.
Partial collection?+
Yes. Receive less than remaining balance — Collection becomes Partial until fully Paid.
When do I Create New Payment?+
From Return or Credit Note flows when settling money out / adjustments. Debit Note uses Create New Collection instead.
Related features
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.
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 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 featureReady to try Collections, Returns & Notes?
Jump into Billoxy and see it in action on your own data.