Billoxy · Features
DesktopSettings
Open from Profile → Settings. Configure Invoice Settings (Transaction, Payment, WhatsApp, Reminder, e-Invoice, Custom Field), Company Profile, User Info (CA / Salesman / Custom roles), Personal Info, and Partners. Save stays locked until Complete Onboarding finishes.
What is Settings?
Settings is the control center — open from Profile → Settings. Invoice Settings tabs, Company Profile, User Info (roles), Personal Info, and Partners. Save stays locked until <a href="/features/simple-start">Complete Onboarding</a> finishes.
Tabs you will find
- Entry: Profile → Settings — Save is locked until onboarding is complete (Simple Start)
- Transaction — invoice number format, IMEI & Serial Number, per-line IMEI / batch capture
- Payment — QR code, bank account info, and terms & conditions printed on invoices
- WhatsApp — module-based message templates for preview share and auto-send (pair with Sales Order reminders)
- Reminder — My Reminder, Party Reminder, Payment / Low Stock / Unbill Order schedules
- E-Invoice — Iris / GST portal onboarding — see also E-Invoice
- Custom Field — unlimited fields for sales and purchase documents by type
- Company Info — logo, signature, GST, registration type, and address
- User Info — invite or manage users with roles such as CA, Salesman, or Custom
- Personal Info — name, photo, and verified phone / email status
- Partners & Access — unique code to link CA Admin or reseller partners; plans under Subscription
Product screenshot coming soon
Ideal for end users
Set once, use everywhere
Numbering, print footer, WhatsApp text, and custom fields apply across invoices and orders.
Know the impact
Each switch and field changes what staff see on forms, PDFs, or reminder channels.
Stay compliant
Company GST, e-invoice onboarding, and document custom fields keep billing ready.
Collaborate safely
Share your unique partner code only with trusted CA Admin or reseller partners.
Change settings before heavy daily billing. After Save, open a sample Sales Invoice preview to confirm numbering, payment print block, WhatsApp template, and custom fields look correct. If Save is disabled, finish Complete Onboarding first.
Frequently asked
Do settings apply to old documents?+
New creates and new shares use the latest settings. Already-printed or already-sent documents keep what they had at the time, unless you regenerate or re-share with the new options.
Where do I open Settings?+
From Profile → Settings. Each Invoice Settings / profile tab has its own Save. Save stays locked until onboarding is complete — see Simple Start.
Related features
Transaction Tab
Set your invoice number format for all types of invoices. Enabling IMEI & Serial Number shows fields to capture on invoices — and you can activate per transaction line to enter IMEI or batch number for every line.
View featurePayment Tab
Prepare all payment-related details that should appear on your printed invoices — QR code, bank account information, and terms & conditions from your business.
View featureWhatsApp Tab
Create module-based WhatsApp message templates. When a user presses WhatsApp on Sales Invoice preview (or other modules), that template loads — and the same template is used for auto-send WhatsApp.
View featureReminder Tab
Never miss a moment — turn on My Reminder or Party Reminder channels, then configure Payment Reminder, Low Stock Reminder, and Unbill Order Reminder with their timing options.
View featureE-Invoice Setting
Connect your account to the Iris GST / e-invoice panel so Billoxy can sync e-invoicing. When status is Not Onboarded, use Onboard Me with your GSTIN and username — see also <a href="/features/e-invoice">E-Invoice</a>.
View featureCustom Field Tab
Define custom fields for sales and purchase documents (invoices, orders, returns, debit notes, and credit notes). Select a document type, then add or remove fields as needed. Click Save to apply changes.
View featureCompany Info Tab
Update your company logo, signature, business name, GSTIN, GST registration type, and address fields — these drive invoices, PDFs, and e-invoice identity.
View featureUser Info (Roles)
User Info lets you manage who can access your Billoxy business — assign roles such as CA, Salesman, or Custom so each user sees the permissions that match their job.
View featurePersonal Info Tab
Update your first name, last name, and photo. You can also see the verified status for your phone number and email on this tab.
View featurePartners & Access Tab
Link your account with trusted partners so they can support and collaborate with your business. Share your profile unique code with a CA Admin or reseller to activate the partner connection.
View featureReady to try What is Settings??
Jump into Billoxy and see it in action on your own data.