Billoxy · Features
DesktopInvoicing
One place to manage every sales invoice: filter and export from the list, create tax-inclusive or exclusive bills with line-level control, preview PDFs with 12 templates, share via WhatsApp or email, and do it all again from the AI chatbot in plain text.
AI chatbot invoicing
Everything you can do in the invoice screens is also available from the Billoxy AI chatbot — create, find, update, convert, preview intent, and share — by texting in a natural style. No forms required.
Text instead of forms
- Ask the chatbot to create an invoice, add lines, set tax inclusive/exclusive, and apply TDS — conversationally.
- Find invoices by customer, status, or amount the same way you would filter the list, without tapping every filter control.
- Trigger share, e-invoice / e-way bill conversion, and related follow-ups from chat when you are away from the desk UI.
- Open the live experience at /ai-chat or learn more on the Billing AI Agent page.
Product screenshot coming soon
Parity with the visual app
List intents
Locate invoices, check status and open amount, and decide the next action from chat.
Create intents
New customer/product context, units, line GST, and totals — guided by conversation.
Preview & share
Send via WhatsApp or email templates without opening the full preview screen.
Compliance
Request e-invoice or e-way bill conversion in the same thread as the invoice.
Example chat flow
- 1Message: “Create a tax-exclusive invoice for Acme Traders for 10 boxes of Item X”
- 2Confirm customer/product (or create them) in the thread — same in-place idea as the form.
- 3Ask to apply GST, review totals / TDS, then save.
- 4Follow with “Share on WhatsApp with the default template” or convert to e-invoice.
Product screenshot coming soon
Product screenshot coming soon
Use the visual list/create/preview screens for dense editing and template design; use AI chat when speed and mobility matter. Both paths hit the same invoice data.
AI FAQ
Is every invoice feature available in chat?+
Yes — the chatbot is built for feature parity with the invoicing module: list-style find, create, line updates, compliance conversions, and share flows in a texting style.
Do I still pick PDF templates in chat?+
Chat can share using your default template and message templates. For browsing all 12 A4/thermal designs, the preview screen is the richest place to compare and set defaults.
Where do I start?+
Open /ai-chat for the chatbot, or use the List and Create topics in this guide for the visual app flows.
Related features
Create invoice
Build a complete GST invoice without bouncing between screens: select or create customers and products in place, choose tax-inclusive or exclusive pricing, handle multi-unit conversion, apply GST per line, and see every total — including TDS — in the summary panel.
View featureInvoice list
The invoice register is built for day-to-day control: filter on every invoice parameter, switch between list and card layouts on web, export to Excel in summary or detail form, and run the next action from the same row — including e-invoice, e-way bill, returns, and debit/credit notes.
View featurePreview & share
Review before you send: a PDF preview on one side, invoice summary on the other, share directly on WhatsApp or email with predefined message templates, and pick from 12 designs in A4 and thermal sizes — including a default template that loads every time.
View featureInvoice module overview
Billoxy Invoicing covers the full sales document lifecycle — from a filterable register to PDF preview and one-tap sharing — with every action also available through the AI chatbot.
View featureReady to try AI chatbot invoicing?
Jump into Billoxy and see it in action on your own data.