Billoxy · Features
DesktopCash
Menu Cash/Bank → Cash Accounts (`/definitions/cash-account`). Create and manage petty cash accounts with balance and currency. From history record Collection, Payment, and Cash Transfer (shared with Bank and Party ledgers).
Collection (Money In)
Collection records cash received into the petty cash account — Party, optional invoices, Date, and Received Amount in Create Collection Slip.
Open Collection
- 1From card menu → Collection, or history → New Transaction → Collection
- 2Modal: Create Collection Slip (edit: Edit Collection Slip)
All Collection Slip fields (from cash)
- Receipt / Document No.
- Cash Account — readonly (the account you opened from)
- Party (required) — from Party
- Invoices — Invoice Total / Remaining Balance when settling bills
- Date (required)
- Received Amount (required) + currency conversion when needed
- Description
Product screenshot coming soon
Collection Point (Payment In flows)
To Petty Cash
To Petty Cash (Cash) — receive into cash.
To Bank
To Bank (RTGS, NEFT, IMPS) — receive into a bank account instead.
Define customers under Party first so Collection can pick them and show open invoices.
Frequently asked
Must I link invoices?+
Party is required. Link invoices when settling specific bills; otherwise post Received Amount with a Description.
Related features
Payment (Money Out)
Payment records money leaving petty cash — Party, optional invoices, Date, Payment Amount, and Description in Create Payment.
View featureCash Transaction History
Cash Account - Transaction Details is the ledger for one petty cash account — running Balance and New Transaction for Collection, Payment, and Cash Transfer.
View featureCash Balances Explained
Overview strip, card Balance, Opening Balance Amount on create, and the running Balance column on history all describe petty cash at different levels.
View featureReady to try Collection (Money In)?
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