Billoxy Logo
Billoxy
Billoxy
Back to Features

Billoxy · Features

Desktop

Settings

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.

Payment

Payment Tab

Prepare all payment-related details that should appear on your printed invoices — QR code, bank account information, and terms & conditions from your business.

What you configure

  • QR code for customers to pay / scan from the printed or PDF invoice
  • Bank account information that should appear on the invoice (account name, number, IFSC / bank details as supported)
  • Terms & Conditions text printed on invoices
  • Any other payment-related print blocks your Payment tab exposes for business invoices

Product screenshot coming soon

Payment tab content is for the printed / PDF invoice footer and payment instructions — not the same as posting Bank or Cash transactions.

Effect on invoices

Q

QR on print

When configured, customers see your payment QR on the invoice PDF / print layout.

B

Bank block

Bank details show so customers know where to transfer payment.

T

Terms

Your terms & conditions print with the invoice for legal / commercial clarity.

S

After Save

New downloads and shares use the updated payment print block.

What changes affect

  • Update QR or bank info → next printed invoices show the new payment details
  • Edit Terms & Conditions → new PDFs use the new text; already downloaded PDFs do not auto-update
  • Clear a field → that block may disappear from future prints
  • Ledger payments still use Bank / Cash — this tab only controls what prints on the invoice

Product screenshot coming soon

Always preview one invoice after changing Payment settings before sending a batch to customers.
Tip

Keep Payment tab bank details aligned with your company Bank Accounts master so customers are never given a closed or wrong account number.

Frequently asked

Is this where I record a customer payment?+

No. Use invoice Add Payment or Bank/Cash collection flows to record money. Payment Settings only prepare what appears on the printed invoice.

Related features

Overview

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.

View feature
Transaction

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 feature
Profile

Company 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 feature

Ready to try Payment Tab?

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

Open Settings