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Simple Start

Sign in with email or phone OTP, create a new account with the register wizard, or finish Complete Onboarding in-app if your profile is still incomplete. You can browse most of Billoxy early; creating documents and saving settings unlocks when onboarding is done. E-Invoice / E-Waybill also need separate Iris GST portal linking.

Overview

Login, Register & Onboarding

Billoxy covers sign-in, new-account register, and in-app Complete Onboarding when a profile is still incomplete. Finishing onboarding unlocks creating documents and saving settings.

What this guide covers

  • Login — email + password, or phone (+91) + OTP
  • Register — new account: phone → OTP → GST/company → your details → personalize
  • Complete Onboarding — in-app wizard if your profile is incomplete
  • Access rules — what you can browse vs what stays locked until onboarding finishes
  • E-Invoice / E-Waybill — needs separate Iris GST portal linking after profile is complete — see E-Invoice

Product screenshot coming soon

Simple Start is the map of login, register, and onboarding in Billoxy.

Choose your path

1

Sign in

Email + password, or mobile (+91) + OTP. Forgot password is only for email accounts.

2

New account

Register with phone → OTP → company (GST or manual) → your details → personalize → logged in.

3

Incomplete profile

Use the Complete Onboarding banner on Dashboard, Settings, and when creating documents.

Create & save

Finish onboarding first. Until then you can look around; you cannot create or save business documents or settings.

Quick checklist

Sign in
Email + password or phone + OTP
New account
Register: phone → OTP → company → you
Create / save
Finish Complete Onboarding
E-Invoice / E-Waybill
Profile + Iris GST portal
Tip

Finishing register fully = profile is ready. If you stop early and later only log in by phone OTP, you may still need Complete Onboarding.

Tip

Recommended first-week setup: define Party and Item, create a Sales Invoice, record a Payment In, check the Dashboard and Reports, then connect Iris for E-Invoice when you are GST-ready.

Frequently asked

Where do I start?+

Open https://app.billoxy.in (or Get Started on the landing site). Use Login for an existing account, or Register for a new one.

Do I need GST to create an account?+

No. During register or onboarding you can say you do not have a GSTIN and enter company name and address manually.

Can I use Billoxy before finishing onboarding?+

Yes for browsing: Dashboard, Sales, Purchase, Orders, Parties, Items, Reports, Cash & Bank, and lists. Create/edit/save of documents and Save Settings stay locked until onboarding is complete.

Related features

Ready to try Login, Register & Onboarding?

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

Open Billoxy