Billoxy
Back to Features

Billoxy · Features

Desktop

Settings

Open from Profile → Settings. Configure Invoice Settings (Transaction, Payment, WhatsApp, Reminder, e-Invoice, Custom Field), Company Profile, User Info (CA / Salesman / Custom roles), Personal Info, and Partners. Save stays locked until Complete Onboarding finishes.

Overview

What is Settings?

Settings is the control center — open from Profile → Settings. Invoice Settings tabs, Company Profile, User Info (roles), Personal Info, and Partners. Save stays locked until <a href="/features/simple-start">Complete Onboarding</a> finishes.

Tabs you will find

  • Entry: Profile → Settings — Save is locked until onboarding is complete (Simple Start)
  • Transaction — invoice number format, IMEI & Serial Number, per-line IMEI / batch capture
  • Payment — QR code, bank account info, and terms & conditions printed on invoices
  • WhatsApp — module-based message templates for preview share and auto-send (pair with Sales Order reminders)
  • Reminder — My Reminder, Party Reminder, Payment / Low Stock / Unbill Order schedules
  • E-Invoice — Iris / GST portal onboarding — see also E-Invoice
  • Custom Field — unlimited fields for sales and purchase documents by type
  • Company Info — logo, signature, GST, registration type, and address
  • User Info — invite or manage users with roles such as CA, Salesman, or Custom
  • Personal Info — name, photo, and verified phone / email status
  • Partners & Access — unique code to link CA Admin or reseller partners; plans under Subscription

Product screenshot coming soon

Open Settings from Profile. Click Save on each tab after you change options so the effect applies across documents and notifications.

Ideal for end users

1

Set once, use everywhere

Numbering, print footer, WhatsApp text, and custom fields apply across invoices and orders.

2

Know the impact

Each switch and field changes what staff see on forms, PDFs, or reminder channels.

3

Stay compliant

Company GST, e-invoice onboarding, and document custom fields keep billing ready.

4

Collaborate safely

Share your unique partner code only with trusted CA Admin or reseller partners.

Tip

Change settings before heavy daily billing. After Save, open a sample Sales Invoice preview to confirm numbering, payment print block, WhatsApp template, and custom fields look correct. If Save is disabled, finish Complete Onboarding first.

Frequently asked

Do settings apply to old documents?+

New creates and new shares use the latest settings. Already-printed or already-sent documents keep what they had at the time, unless you regenerate or re-share with the new options.

Where do I open Settings?+

From Profile → Settings. Each Invoice Settings / profile tab has its own Save. Save stays locked until onboarding is complete — see Simple Start.

Related features

Transaction

Transaction Tab

Set your invoice number format for all types of invoices. Enabling IMEI & Serial Number shows fields to capture on invoices — and you can activate per transaction line to enter IMEI or batch number for every line.

View feature
Payment

Payment Tab

Prepare all payment-related details that should appear on your printed invoices — QR code, bank account information, and terms & conditions from your business.

View feature
WhatsApp

WhatsApp Tab

Create module-based WhatsApp message templates. When a user presses WhatsApp on Sales Invoice preview (or other modules), that template loads — and the same template is used for auto-send WhatsApp.

View feature
Reminder

Reminder Tab

Never miss a moment — turn on My Reminder or Party Reminder channels, then configure Payment Reminder, Low Stock Reminder, and Unbill Order Reminder with their timing options.

View feature
E-Invoice

E-Invoice Setting

Connect your account to the Iris GST / e-invoice panel so Billoxy can sync e-invoicing. When status is Not Onboarded, use Onboard Me with your GSTIN and username — see also <a href="/features/e-invoice">E-Invoice</a>.

View feature
Custom Field

Custom Field Tab

Define custom fields for sales and purchase documents (invoices, orders, returns, debit notes, and credit notes). Select a document type, then add or remove fields as needed. Click Save to apply changes.

View feature
Profile

Company Info Tab

Update your company logo, signature, business name, GSTIN, GST registration type, and address fields — these drive invoices, PDFs, and e-invoice identity.

View feature
Profile

User Info (Roles)

User Info lets you manage who can access your Billoxy business — assign roles such as CA, Salesman, or Custom so each user sees the permissions that match their job.

View feature
Profile

Personal Info Tab

Update your first name, last name, and photo. You can also see the verified status for your phone number and email on this tab.

View feature
Partners

Partners & Access Tab

Link your account with trusted partners so they can support and collaborate with your business. Share your profile unique code with a CA Admin or reseller to activate the partner connection.

View feature

Ready to try What is Settings??

Jump into Billoxy and see it in action on your own data.

Open Settings