Billoxy · Modules
DesktopAutomate Tally Sync
A background local service runs on auto-schedule or whenever you start a manual sync. It fetches live business records from Billoxy and posts them straight into Tally for party khata, items, sales & purchase bills, credit/debit notes, and expenses. Line-by-line status and clear error notes show you exactly what synced — so your team can finally say goodbye to manual double entry.
What Gets Synced
Each sync fetches Billoxy records and maps them into Tally for parties, products, purchase and sales invoices, debit notes, credit notes, and expenses — covering the masters and vouchers you used to type twice.
Synced entity types
Party
Customers and suppliers from Billoxy Party master → Tally ledgers.
Product
Items / products from Billoxy catalogue → Tally stock items.
Purchase invoice
Supplier bills from Purchase Invoice → Tally purchase vouchers.
Sales invoice
Customer bills from Sales Invoice → Tally sales vouchers.
Debit note
Debit notes linked to purchase/sales flows → matching Tally entries.
Credit note
Credit notes / returns → matching Tally credit entries.
Expense
Operating expenses from Expenses → Tally expense vouchers.
Source modules in Billoxy
- Party — customers, suppliers, Cust/Supp
- Item — products and services used on invoices
- Purchase Invoice — supplier bills, returns, debit/credit notes
- Sales Invoice — customer invoices, returns, debit/credit notes
- Expenses — operating spend that is not stock purchase
Product screenshot coming soon
Coverage summary
Keep Party and Item masters clean in Billoxy before a large sync — bad GSTIN or missing HSN on source documents often surfaces as line errors in the sync status list.
Frequently asked
Are payment-in / payment-out included?+
This guide documents party, product, purchase and sales invoices, debit/credit notes, and expenses. Settlement modules stay in Billoxy — see Payment In and Payment Out.
Where do I create the source documents?+
In the usual Billoxy menus. Module guides: Party, Item, Purchase Invoice, Sales Invoice, Expenses.
Related modules
What is Automate Tally Sync?
Automate Tally Sync keeps your Tally books aligned with Billoxy. A local service pulls live business data from Billoxy and writes it into Tally — so your team stops duplicating parties, products, invoices, notes, and expenses by hand.
View featureLocal Service, Schedule & Manual Run
The sync runs as a local service on your side. Configure it to execute on a schedule, or trigger a full sync manually whenever you want the latest Billoxy data in Tally.
View featureSync Status & Error Messages
After each sync, every line shows its status. Success lines confirm what landed in Tally; failed lines expose a message so you can see why and correct the source or connection before re-running.
View featureWhy Automate — No Manual Entry
With Automate Tally Sync, the system handles the Billoxy → Tally hand-off. Your team bills and operates in Billoxy; Tally stays updated without duplicate typing.
View featureReady to try What Gets Synced?
Jump into Billoxy and see it in action on your own data.