Billoxy · Features
DesktopSales Invoice
Menu Sales → Sales Invoices (`/invoice/sales-invoices`). Create tax inclusive or exclusive invoices, save Draft or Approve, collect via Payment In, issue Return / Credit / Debit notes, and generate E-Invoice or E-Waybill when Iris is linked. Raise invoices from Sales Order, Proforma, or Item card.
Create Sales Invoice
Create Sales Invoice captures tax inclusive or exclusive mode, company and invoice header, billing and optional shipping, line items, reverse charge, discounts, TDS, charges, rounding, then Category, Description, T&C, and Signature — Save Draft or Create.
Open create
- 1Sales → Invoices (/invoice/sales-invoices) → create new Sales Invoice
- 2Or generate from Sales Order, Proforma, or Item card
- 3Choose tax inclusive or tax exclusive as prompted for this invoice
- 4Fill header → Billing → optional Shipping → lines → footer → Save Draft or Create
Top / invoice details
- Company context (tenant name / phone as shown)
- Invoice # — auto or as configured
- Date (required)
- Optional: Dispatch, Customer Order, Delivery Date, Payment Date
- Due In Days for payment terms
- Paid / UnPaid with Cash or Bank when marking received on create (as shown on the form)
Product screenshot coming soon
Billing, shipping & lines
- Billing — party, GSTIN, State (required), and address fields
- Shipping — optional ship-to when different from billing
- Line items — Item Name, Quantity + unit, Unit Price, Discount, Tax, Total, Description
- Select or create party / items on the fly when allowed — masters: Party, Item
Product screenshot coming soon
Totals, extras & save
- Reverse Charge when RCM applies
- Document discount, TDS, additional charges, and rounding
- Summary: sub total, tax breakup, grand / receivable total
- Additional Information: Category, Description, Terms & Conditions, Signature
- Finish with Save Draft or Create (then Approve from list/view if still draft)
Product screenshot coming soon
Use tax inclusive when your quoted prices already include GST; tax exclusive when unit prices are before tax. Switch carefully — line totals recalculate for the whole invoice.
Frequently asked
What is required on create?+
Invoice Date and Billing party with State are required. Fill lines and tax so Create produces a valid bill; optional fields (Dispatch, Shipping, T&C) can be added as needed.
Paid vs UnPaid on create?+
Mark Paid with Cash/Bank when money is already received at billing time; otherwise leave UnPaid and collect later via Payment In / Collection Slip.
Can I create without Sales Order?+
Yes. Standalone create is fully supported. Generating from Order, Proforma, or Item only prefills for speed — see Generate from other docs.
Related features
Sales Invoice List
The Sales Invoice list shows all sales documents in table or card view — Sales Invoice, Return, Credit Note, and Debit Note — with party, status, collection, and amount columns, plus filters, row actions, and bulk tools.
View featureGenerate from Order, Proforma & Item
Raise a Sales Invoice from an existing Sales Order, Proforma / Quotation, or from an Item card Generate Sales Invoice action — customer, lines, and prices carry over so you bill faster with less re-entry.
View featureDraft vs Approved
Save as Draft while the invoice is incomplete; Approve from the list or invoice view when it is ready to share, collect, and (when needed) push E-Invoice / E-Waybill. Create/save may stay locked until onboarding is finished.
View featureWhat is Sales Invoice?
A Sales Invoice is the customer bill — lines, tax, discounts, and totals — that you draft or approve, then collect against with Payment In, and optionally push as E-Invoice or E-Waybill. It sits after Sales Order and optional Proforma in the sales flow.
View featureReady to try Create Sales Invoice?
Jump into Billoxy and see it in action on your own data.