Billoxy · Features
DesktopParty
Menu Definitions → Parties (`/definitions/parties`). Manage customers and suppliers, import from Excel, see Outstanding Collection / Payment / Balanced, and open Party Transaction Details for Payment, Collection, Add Payment/Collection, and Remittance.
Party Transaction History
Party - Transaction Details is the ledger for one contact — running balance, vouchers, and shortcuts to Payment, Collection, and Remittance.
How to open it
- 1On Parties list, open ⋮ → Transaction Details
- 2Header: Party - Transaction Details
- 3Top strip shows the party’s balance summary for quick context
What the ledger shows
- Transaction Details — type and date
- Invoice / Receipt / Document Number
- Process Details
- Amount and running Balance (company base currency)
- Row actions: Edit, Delete (not for Opening Balance lines), Download print/receipt template
- Empty state: There is no transaction available at this moment — You can add now!
Product screenshot coming soon
New Transaction from the party
Payment
Money you pay this party (suppliers). Fields: Party (prefilled), Cash/Bank account, optional invoices, Date, Payment Amount, Description — same model as Payment Out / Bank / Cash.
Collection
Money you collect from this party (customers). Fields: Party (prefilled), Cash/Bank account, optional invoices with Remaining Balance, Date, Received Amount, Description — same as Payment In.
Add Payment/Collection
Quick entry that lets you choose Payment or Collection against this party in one path — pick account (Cash/Bank), amount, date, and optional open invoices.
Remittance
Remittance voucher from New Transaction — Party (this contact), amount, date, description, and destination Cash/Bank account as shown on the form. Complements Payment/Collection on the same ledger.
Field notes (Payment / Collection / Remittance)
- Party — fixed to the open contact on Party - Transaction Details
- Cash Account or Bank Account — where money lands or leaves (Cash / Bank)
- Invoices — optional open Sales Invoice / Purchase Invoice lines with totals and remaining balance
- Date, Received Amount / Payment Amount, and Description
- You can also start the same slips from Payment In or Payment Out lists
Product screenshot coming soon
Excel export is available on the party history toolbar when you need a spreadsheet of the ledger for follow-up or your accountant. Prefer Collection for customers and Payment for suppliers so Outstanding Collection / Payment stay clear.
Frequently asked
Is this the same as a party statement report?+
Party - Transaction Details is the interactive ledger. There is no separate party-statement-only screen — use this view (and Download on rows) for day-to-day history.
Why can’t I delete an Opening Balance line?+
Opening Balance rows are protected on the ledger. Adjust opening balance from party Additional Details when setting up, not by deleting ledger lines.
Related features
What is Party?
Party is the Billoxy master for every business contact — customers you sell to, suppliers you buy from, or contacts that do both — so invoices, payments, and balances stay linked to one record.
View featureParty List & Overview
The Parties list gives a Party Summary overview, searchable table or grid, filters by status/type/balance, and bulk actions for delete, export, and status change.
View featureEdit Party & Change Status
Edit Party opens the same fields as create, starting from a read-only summary — update type, GST, addresses, contacts, banks, or soft-deactivate with Change Status.
View featureReady to try Party Transaction History?
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