Billoxy
Back to Features

Billoxy · Features

Desktop

Invoicing

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.

Create

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.

Tax-inclusive or tax-exclusive

  • Create invoices as tax inclusive or tax exclusive so pricing matches how you quote customers.
  • Totals and line tax recalculate for the mode you choose — no spreadsheet math on the side.
  • Prefer chatting instead of the form? The same create flow works from the AI chatbot.

Product screenshot coming soon

Upload: create form — tax inclusive / exclusive toggle

Customers & products without leaving the page

👤

Select customer

Pick an existing customer from search without navigating away from the invoice.

+

Create customer

Add a new customer inline when they are not in your book yet — then continue billing.

📦

Select product

Pull items from inventory / catalogue into lines without a page change.

Create product

Create a new product in place, then use it on the current invoice immediately.

Product screenshot coming soon

Upload: inline customer select / create drawer

Product screenshot coming soon

Upload: inline product select / create on a line

Multi-unit pricing & line-level GST

  • Support multi-unit items with unit conversion so price stays correct whether you sell by piece, box, or kg.
  • Apply dynamic GST from the line — rates can follow HSN/SAC or your chosen tax on that row.
  • Full CRUD on lines: add, edit, and remove rows as the quote changes.
  • Keep stock aligned via Inventory when items are tracked in Billoxy.

Product screenshot coming soon

Upload: item lines — units, conversion, GST columns

What the totals section shows

Subtotal
Before tax
GST breakup
CGST · SGST · IGST
TDS
Supported
Grand total
Payable now

Typical create flow

  1. 1Open Create invoice from the list (or ask the AI chatbot).
  2. 2Select or create a customer without changing page.
  3. 3Choose tax inclusive or exclusive, then add lines — select or create products, set units, and line GST.
  4. 4Review the totals panel (including TDS when applicable) and save.
  5. 5Open Preview & share to check the PDF and send it.
Tip

TDS sits in the totals section with the rest of the invoice math — apply it when the payment terms require deduction at source, and the payable amount stays clear for the customer.

Create FAQ

Do I have to leave the invoice to add a new customer?+

No. You can select an existing customer or create a new one from the create screen without changing the page.

Can GST differ per line?+

Yes. Dynamic GST can be applied at line level so mixed-rate invoices stay accurate.

How does multi-unit conversion work?+

When a product has multiple units, Billoxy converts quantity and price so the charged amount matches the unit you sell in — without manual recalculation.

Placeholder: totals panel close-up with TDS — upload screenshot when ready.

Related features

Ready to try Create invoice?

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

Try invoicing in Billoxy