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.
Draft 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.
Two states
Draft
Incomplete or under review — continue editing; typically not final for collection or compliance.
Approved
Final bill — ready for Share/Print, Collection Slip / Payment In, E-Invoice / E-Waybill.
Approve a draft
- 1Filter list Status → Draft
- 2Row action Approve, or open View and Approve from there
- 3Status moves to Approved — Collection shows Unpaid / Partial / Paid as money posts
- 4Then Share/Print or open Collection Slip for Payment In
Onboarding lock
- Until you finish Complete Onboarding, create/save of business documents can stay locked
- You can usually browse lists and screens; saving Sales Invoices waits on profile completion
- Follow Simple Start to finish register / onboarding, then return to Create or Approve
Product screenshot coming soon
Draft while matching customer PO and tax; Approve before Collection Slip and E-Invoice so Cash/Bank and IRN attach to a committed invoice.
Frequently asked
Can I collect on a Draft?+
Approve first for a clean receivables flow. Payment In and compliance actions expect an approved Sales Invoice.
Create vs Approve?+
Create saves the document (often as Draft depending on path). Approve moves Draft → Approved from list or view so the bill is final.
Why can’t I save?+
Finish onboarding under Simple Start. Create/edit/save stay locked until Complete Onboarding is done.
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 featureCreate 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.
View featureCollections, Returns & Notes
From Sales Invoice view, collect with Collection Slip → Payment In; for Return or Credit Note use Create New Payment; for Debit Note use Create New Collection — so Cash and Bank stay aligned with receivables.
View featureE-Invoice & E-Waybill
From a Sales Invoice row you can Print or Generate E-Invoice and E-Waybill. These need Iris GST portal onboarding first — configure under Settings, then use the actions on approved invoices.
View featureReady to try Draft vs Approved?
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