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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.

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.

What you see

  • Banner: Link your account with trusted partners so they can support and collaborate with your business
  • YOUR PROFILE UNIQUE CODE — share this code with your partner to create a secure connection
  • Copy button to copy the code to clipboard
  • Connection status — for example Not Linked until a partner connects
  • Linked partners list — empty until a partner connects using your code; then their details appear here

Product screenshot coming soon

Partners such as CA Admin or resellers use your unique code to activate access — you control who receives the code.

How linking works

  1. 1Open Settings → Partners & Access
  2. 2Copy your profile unique code
  3. 3Share it securely with your CA Admin or reseller partner
  4. 4Partner uses the code to connect / activate on their side
  5. 5Your Connection status updates and the partner appears under Linked partners

Effect of linking

C

Not Linked

No partner connected yet — Linked partners list stays empty.

L

After partner connects

Status updates and partner details show under Linked partners.

!

Share carefully

Only give the code to trusted CA Admin or reseller partners.

S

Support access

Linked partners can support and collaborate per your product’s partner permissions.

Tip

Treat the unique code like an invite key. If you did not intend to grant access, do not share the code and check Linked partners regularly.

Frequently asked

Who should get my unique code?+

Trusted partners only — typically your CA Admin or authorized reseller who needs to support or collaborate on your Billoxy account.

What if the list is empty?+

That means no partner has connected yet. Status may show Not Linked until someone uses your code successfully.

Screenshots to add later: Transaction (number format + IMEI/serial switches), Payment print block, WhatsApp module templates, Reminder My/Party + Payment/Low Stock/Unbill cards, E-Invoice Not Onboarded + Onboard Me, Custom Field unlimited rows, Company Info, Personal Info verified status, Partners unique code + Linked partners.

Related features

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.

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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.

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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.

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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

Ready to try Partners & Access Tab?

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

Open Settings