Billoxy · Features
WebSimple 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.
If you stop early
If you start with phone OTP (or leave register unfinished) and later only log in by phone, your profile may still be incomplete — use Complete Onboarding from the banner.
What incomplete looks like
- You can sign in with phone + OTP
- A Complete Onboarding banner appears (Dashboard, Settings, and when creating documents)
- You can browse and view most areas (see access rules)
- You cannot create/edit/save business documents or save Settings until onboarding is finished
Product screenshot coming soon
What to do next
- 1Sign in with phone OTP (or email if already set)
- 2Open the Complete Onboarding banner
- 3Finish email verify (if needed), GST/company, personal details, business info, and address
- 4Submit — profile marked complete; create/save unlocks
Remember
Browse OK
Dashboard, lists, Sales, Purchase, Orders, Parties, Items, Reports, Cash & Bank.
Create locked
Invoices and similar documents stay blocked until onboarding is complete.
Banner
Complete Onboarding stays visible until the profile is finished.
Prefer full setup first?
Use Register and finish every step so the profile is ready on day one.
Rule of thumb: you can look around; you cannot create or save business documents or settings until onboarding is finished.
Related features
Login
You can sign in in two ways: email and password, or mobile number (+91) with OTP. Forgot password is only for email accounts.
View featureComplete Onboarding (in-app)
If your profile is incomplete, you will see a Complete Onboarding banner on Dashboard, Settings, and when creating documents. Finish the steps to mark the profile complete and unlock create/save.
View featureWhat you can use before onboarding is complete
With phone-only or incomplete onboarding you can look around Billoxy. You cannot create or save business documents or settings until onboarding is finished. E-Invoice / E-Waybill need extra GST portal linking even after the profile is complete.
View featureRegister (new account)
Create a new account with phone verification, GST or company details, your personal details, and business personalization. Finishing register fully means your profile is ready and you are logged in.
View featureReady to try If you stop early?
Jump into Billoxy and see it in action on your own data.