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.
User 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.
What User Info covers
- Open Settings → User Info (under Profile / Settings)
- Add or manage users who work on this business
- Assign a role: CA, Salesman, or Custom (as offered in your tenant)
- Roles control what each user can open or edit across modules
- Partners & Access is separate — that links an external CA Admin / reseller via unique code
Product screenshot coming soon
Role types (guide)
CA
Accountant-oriented access for books, reports, and compliance support.
Salesman
Sales-oriented access for orders, invoices, and customer follow-up.
Custom
Tailored role when CA or Salesman defaults do not match your team.
Finish Complete Onboarding before inviting users — Settings Save stays locked until the profile is ready. Plan limits for seats may apply under Subscription.
Frequently asked
Is User Info the same as Partners & Access?+
No. User Info manages team roles (CA / Salesman / Custom) on your account. Partners & Access shares your unique code with an external CA Admin or reseller.
Related features
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 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 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 featureReady to try User Info (Roles)?
Jump into Billoxy and see it in action on your own data.