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.
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.
What you can do
- List Sales Invoices, Returns, Credit Notes, and Debit Notes in table or card view
- Create invoices with tax inclusive or tax exclusive pricing
- Save as Draft or Approve when ready to bill and collect
- Bill Party customers with Item / service lines
- Generate from Sales Order, Proforma / Quotation, or Item card
- Collect via Payment In (Collection Slip) against unpaid / partial invoices
- Issue Return, Credit Note, or Debit Note and adjust money flows
- Print / generate E-Invoice and E-Waybill when GST portal is onboarded
- Stock impact follows your sales / warehouse rules — see Stock
Product screenshot coming soon
Typical sales flow
- 1Sales Order — customer commitment
- 2Proforma / Quotation (optional) — pre-bill proposal
- 3Sales Invoice — final customer bill (Draft → Approve)
- 4Payment In — Collection Slip against the invoice
- 5E-Invoice / E-Waybill when compliance requires it
Ideal for sales & accounts
Bill cleanly
Tax inclusive or exclusive, draft until ready, then approve for collection and share.
Collect faster
From invoice view open Collection Slip → Payment In to Cash or Bank.
Adjust fairly
Return, Credit, and Debit notes keep receivables and customer balance accurate.
Stay compliant
Generate E-Invoice and E-Waybill from the same invoice row when onboarded.
Define customers under Party and catalogue under Item first. Set up Cash and Bank so Payment In collection points are ready when you approve invoices.
Frequently asked
Sales Order vs Sales Invoice?+
Sales Order is the sell commitment. Sales Invoice is the bill you collect against. Convert from order (or Proforma), or create a Sales Invoice directly. See Sales Order and Quotation / Proforma.
Where do I open it?+
Web: Sales → Invoices at /invoice/sales-invoices. Collections (Payment In) are at /invoice/collections. Open CTA: https://app.billoxy.in
Do I need Proforma first?+
No. Proforma is optional. You can invoice from Sales Order, from Item card Generate Sales Invoice, or create a standalone Sales Invoice.
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 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 featureGenerate 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.
View featureCollections, 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.
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 featureReady to try What is Sales Invoice??
Jump into Billoxy and see it in action on your own data.