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.
Print, Share, Export & Copy
From the Sales Invoice list or view, print the PDF, share with the customer, export rows to Excel, or Copy an existing invoice to start a new one quickly.
Print & Share
- Print — open the invoice PDF / print dialog from row or view
- Share — send via supported channels (Email / WhatsApp as available)
- Prefer Approved documents before sharing as the final bill
- Templates and company logo/signature come from profile / settings
Product screenshot coming soon
Export & Copy
Excel Export
Export selected or filtered list rows to Excel for accounts or offline review.
Copy
Duplicate an invoice as a starting point — change date, qty, and party as needed.
View first
Open View when you need the full document before print or share.
Typical share path
- 1Approve the Draft if still incomplete
- 2List → Share or Print (or open View first)
- 3Confirm party contact details before send
- 4Optionally collect next via Collection Slip / Payment In
Use Copy for recurring monthly bills to the same party — then refresh Date, Invoice #, and quantities. Keep branding current under Settings Company Info.
Frequently asked
Is Print the same as E-Invoice?+
No. Print/Share is your PDF bill. E-Invoice generates IRN via the GST portal — see E-Invoice & E-Waybill.
Can I export all invoices?+
Use list filters then Excel Export (bulk when rows are selected). Scope follows what the list selection supports.
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 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 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 Print, Share, Export & Copy?
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