Billoxy · Modules

Desktop

Settings

Open from Profile → Settings. Configure Invoice Settings (Transaction, Payment, WhatsApp, Notifications / Reminder, e-Invoice, Custom Field), Company Profile, User Info (CA / Salesman / Custom roles), Personal Info, and Partners. Smart alerts: Settings → Notifications (`/settings?section=Notifications`) — see the Reminder module guide. Save stays locked until Complete Onboarding finishes.

Company

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.

What users can update

Logo — appears on documents and branded PDFs where templates use company logo
Signature — used on printed / PDF invoices and orders when signature is enabled
Company / business name
GSTIN and GST registration type
Address fields (line, city, state, pin, and related company address data)

Product screenshot coming soon

Company Info is the legal and brand identity of your tenant — keep it accurate before e-invoice onboarding and customer-facing prints.

Effect of changes

New logo

Future document PDFs and headers use the new logo after Save.

GSTIN / type

Affects tax identity on invoices and e-invoice connection data.

Address

Printed bill-from address updates on new documents.

Signature

New prints show the updated signature image/name where configured.

Tip

After changing logo or GSTIN, regenerate a sample invoice preview and re-check E-Invoice status if you are onboarded — see E-Invoice (Iris) and plan limits under Subscription.

Frequently asked

Is Company Info the same as Personal Info?+

No. Company Info is the business profile. Personal Info is the logged-in user’s name, photo, and verified phone/email. User Info covers team roles (CA / Salesman / Custom).

Related modules

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

E-Invoice

E-Invoice Setting

Connect your account to the Iris GST / e-invoice panel so Billoxy can sync e-invoicing. When status is Not Onboarded, use Onboard Me with your GSTIN and username — see also <a href="/features/e-invoice">E-Invoice</a>.

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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

Profile

Personal 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 feature

Ready to try Company Info Tab?

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

Open Settings