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.
Invoice 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.
What this module covers
- List — filter by any invoice field, switch list/card views, export Excel (summary or details), and act on each line. See Invoice list.
- Create — build tax-inclusive or exclusive invoices, pick or add customers and products in-place, multi-unit pricing, line GST, and TDS. See Create invoice.
- Preview & share — PDF on the right, summary on the side, WhatsApp/email templates, and 12 A4 & thermal designs. See Preview & share.
- AI chatbot — the same flows by texting, with no forms. See AI chatbot and open AI chat.
- Related modules: Expenses, Inventory, Online Payments, and the Billing AI Agent offering.
Product screenshot coming soon
Four surfaces, one invoice
List
Filter, arrange, export, and run line actions without opening every document.
Create
Full GST invoice form with in-page customer/product create and line-level tax.
Preview
Live PDF + summary, template picker, default template, WhatsApp & email share.
AI chat
Create, find, share, and convert invoices by typing — same power, zero forms.
At a glance
Start on the list to find an invoice, open create for a new one, use preview before you send, and fall back to AI chat when you are on mobile or in a hurry.
Related features
Invoice 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 featureCreate 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 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 featureAI 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.
View featureReady to try Invoice module overview?
Jump into Billoxy and see it in action on your own data.