Billoxy · Features
DesktopSettings
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.
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.
What you can do
- Update first name and last name
- Upload or change your profile photo
- View verified status for phone number
- View verified status for email
- Save so your profile reflects across the app (header avatar, user menus, etc.)
Product screenshot coming soon
Effect of changes
Name update
Shows your updated display name in the app after Save.
Photo
Avatar / profile image updates where the app shows your user picture.
Verified phone/email
Status tells you whether contact channels are verified for login and notifications.
Unverified
Unverified email/phone may limit some notification or recovery flows until verified.
Keep phone and email verified so Reminder Email/SMS and account recovery work reliably for your user.
Frequently asked
Can I change company GST here?+
No — use Company Info for GSTIN, registration type, logo, signature, and business address.
Related features
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.
View featureCompany 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 featureUser 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 featurePartners & 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 featureReady to try Personal Info Tab?
Jump into Billoxy and see it in action on your own data.