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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.

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.

What this tab controls

  • Set your invoice number format for all types of invoices (sales, purchase, and related document numbering as supported)
  • Enable IMEI & Serial Number so capture fields appear on invoice / transaction screens
  • Use the switch to activate per transaction line IMEI or batch number entry for all transactions that support it
  • Click Save so new documents use the updated format and capture options

Product screenshot coming soon

Transaction settings shape how every new invoice is numbered and whether staff must capture device / batch identifiers on lines.

Switches & options explained

#

Invoice number format

Defines the pattern/prefix/sequence used when Billoxy generates invoice numbers across invoice types.

I

IMEI & Serial Number

When ON, invoice and related forms show fields to capture IMEI and serial numbers.

L

Per transaction line

When activated, each line can take IMEI or batch number — useful for electronics and batch-tracked items.

B

Batch number

With per-line capture on, users can enter batch numbers on transaction lines for stock-sensitive items.

Effect of changes (what end users should expect)

  • Change number format → next new invoices follow the new format; already issued numbers stay as printed
  • Turn IMEI / Serial ON → create/edit invoice screens show capture fields; turn OFF → those fields hide again
  • Activate per-line IMEI / batch → staff enter identifiers on each line instead of only at document level (when both modes exist)
  • Forget to Save → UI may look edited, but documents keep the previous behavior until Save succeeds

Product screenshot coming soon

Train warehouse and billing staff after enabling IMEI/batch — forms will ask for more data on every qualifying line.

Typical setup

  1. 1Open Settings → Transaction
  2. 2Set the invoice number format for your document types
  3. 3Enable IMEI & Serial Number if you sell tracked devices or need serial capture
  4. 4Turn on per transaction line if each line needs its own IMEI or batch number
  5. 5Click Save, then create a test invoice to confirm fields appear
Tip

If you only need occasional serial capture, leave per-line off until your catalogue requires it — extra required fields slow billing when every line does not need IMEI or batch.

Frequently asked

Does this change old invoice numbers?+

No. Format changes apply to newly generated numbers. Historical invoices keep their original numbers.

Where do IMEI fields show?+

On invoice and transaction create/edit screens after you enable IMEI & Serial Number and Save. Per-line mode shows capture on each product line.

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
Custom Field

Custom 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 feature
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.

View feature

Ready to try Transaction Tab?

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

Open Settings