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Billoxy · Features

Desktop

Dashboard

Menu Dashboard (`/dashboard`). Complete Onboarding banner when pending; finance cards To Collect / To Pay / Bank / Cash; Sales Trend, Profit Trend, Stock Status, Monthly Comparison; stock stats; Latest Invoice Transactions; To Do List; AI Insights (subscribed plans). Click cards to jump related modules.

Activity

Latest Invoice Transactions

The Latest Invoices Transactions table lists recent bills so you can jump back into party follow-up, status, amount, and collection progress.

Columns you get

  • Party Name — customer or party on the invoice
  • Invoice Details — invoice number and date
  • Status — current invoice status tag
  • Invoice AMT — total amount of the bill
  • Collection — remaining balance label, % collected, and a progress bar

Product screenshot coming soon

Latest Invoices Transactions keeps recent sales activity one click from the Dashboard.

Ideal daily use

  1. 1Scan Status for unpaid or partial bills
  2. 2Check Collection progress bars for overdue follow-ups
  3. 3Open the invoice from the row when you need to share, collect, or edit
  4. 4Compare big recent amounts with Sales Trend and To Collect under Account Details

Related Dashboard money widgets

To Collect / To Pay

Click To Collect → Payment In; To Pay → Payment Out.

B

Bank & Cash

Click Bank → Bank; Cash → Cash for account ledgers.

To Do List

A To Do List panel sits near latest invoices (Coming soon overlay where not yet enabled).

Tip

Empty state appears when there are no invoice transactions yet — create your first sales invoice after onboarding is Ready, then this table starts filling automatically.

Frequently asked

Is this the full invoice list?+

No — it is a latest/recent slice for the Dashboard. Use the full Sales Invoice / billing screens for search, filters, and bulk actions.

Does mobile show the same table?+

Mobile focuses on quick-create Transactions shortcuts and charts; the detailed Latest Invoices Transactions table is on the web Dashboard.

Screenshots to add later: AI Insights with Run insights now, three charts row, stock KPI cards, Total Profit card, Latest Invoices table, item Low Stock Balance field.

Related features

Ready to try Latest Invoice Transactions?

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

Open Dashboard