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Billoxy · Features

Desktop

Sales Order

Menu Sales → Sales Orders (`/invoice/sales-order`). Commit customer orders with tax inclusive/exclusive pricing, optional stock reserve, preview/share, Generate Proforma Invoice or Generate Sales Invoice, and due-date reminders via WhatsApp, SMS, and Email.

Convert

Convert to Sales Invoice

Convert to Sales Invoice turns the sales order into a sales bill — prefills from the order, and the sales order status updates to reflect that it has been invoiced (and related invoice appears on the order).

Convert flow

  1. 1Open Sales Order Preview
  2. 2Click Convert to Sales Invoice / Generate Sales Invoice
  3. 3Land on Sales Invoice from order (prefilled customer, lines, sales prices, tax)
  4. 4Set Invoice Number / dates as required → Draft or Create the Sales Invoice
  5. 5Sales Order status changes toward Invoiced / Closed (per product statuses)
  6. 6Order preview shows Relative Invoice; convert CTA may hide when already invoiced

What gets carried over & status

  • Customer billing and line items from the SO (sales prices)
  • Quantities, discounts, and tax context from the order
  • Invoice-specific fields: Invoice Number, dates, payment due — continue on Sales Invoice
  • If Reserve was on, fulfilment/invoice consumes or clears reserved inventory per Stock / Item rules
  • Order status updates so list filters and auto-schedule “not converted” alerts stop treating it as pending invoice

Product screenshot coming soon

Status change is the signal that this commitment is billed — important so old order reminders stop after conversion.
Tip

Finalize the SO (Create/Update) and optionally send Proforma first; convert to Sales Invoice when the customer confirms. Configure due-date reminders under Settings → Reminder / WhatsApp.

Frequently asked

Why don’t I see Convert to Sales Invoice?+

It may hide when a relative Sales Invoice already exists. Open Relative Invoice instead. Draft orders may need Create/Update before convert.

Does convert update stock?+

Stock follows sales invoice / stock processes. Reserved qty from the order is handled per inventory rules — see Stock.

Related features

Preview

Preview, Templates & Share

Sales Order Preview loads PDF templates — pick a template, download or print, share via Email or WhatsApp, create Proforma/Quotation, convert to Sales Invoice, and open relative documents.

View feature
Convert

Proforma & Quotation from Order

From the sales order, create a Proforma Invoice or Quotation based on the order — prefills customer, lines, and sales prices — then track it as a relative document on the same order.

View feature
Convert

Relative Proforma & Invoice

When a sales order already has a Proforma/Quotation or Sales Invoice, the preview shows those relative documents so you can open follow-ups without searching other lists.

View feature
Alerts

Auto Schedule — Due Date Reminders

Define an auto schedule around due date so reminders go out 3 days before, on due day, and 1 day after — using WhatsApp, SMS, and Email for sales-order follow-up.

View feature

Ready to try Convert to Sales Invoice?

Jump into Billoxy and see it in action on your own data.

Open Sales Orders