Billoxy · Features
DesktopSales 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.
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.
How related docs appear
- On Preview → More ⋮ or actions → Relative Proforma / Relative Quotation
- On Preview → Relative Invoice (Sales Invoices raised from this order)
- Shown whenever one or more related proforma/quotation or invoice documents exist for that order
- Convert / Create Proforma CTAs may hide or limit when documents are already linked (per UI rules)
- Mobile may label similar links as Related Documents
Product screenshot coming soon
Ideal check before converting again
- 1Open the sales order preview
- 2Open Relative Proforma — see quotes/proformas already issued
- 3Open Relative Invoice — see bills already raised
- 4Only create another document if partial billing or a new revision is required
What each relative link is for
Relative Proforma
Open proforma/quotation documents created from this order.
Relative Invoice
Open sales invoices already converted from this order.
Status
List status reflects invoiced vs still open after relative invoices exist.
After convert, check Relative Invoice and status — due-date reminders should no longer chase a finished order.
Frequently asked
Why don’t I see Relative Proforma?+
It appears after at least one Proforma/Quotation has been created from this order. Create Proforma from preview first.
Related features
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 featureConvert 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).
View featurePreview, 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 featureSales Order List
The Sales Order list shows Sales Order Overview KPIs, search and status filters, and both table and card layouts — with View, Edit, Copy, Download, Share, and Delete.
View featureReady to try Relative Proforma & Invoice?
Jump into Billoxy and see it in action on your own data.