Dashboard
Business Overview · Last Update: —
📊 Sales Summary
Customer Management
Manage your customer database and ledger
Customer List
| # | Name | Phone | City | Total Orders | Outstanding | Status | Actions |
|---|
Quotation Management
Create and manage price quotations
Recent Quotations
| Quote # | Customer | Items | Amount | Date | Valid Till | Status | Actions |
|---|
Sales Invoices
GST & Non-GST invoice management
All Invoices
| Invoice # | Party Name | Date | Due Date | Amount | Balance Due | Status | Actions |
|---|
Accounting
Cash book, income & expense tracking
📈 Revenue Overview
Profit & Loss — This Month
Cash Summary
Recent Transactions
| Date | Description | Category | Type | Amount | Balance |
|---|
Products / Inventory
All your products — items added in invoices auto-save here
📦 Product List
| # | Category | Product Name | HSN/SAC | Price (₹) | GST % | Stock Qty | Sold | Actions |
|---|
Purchase Management
Vendors, purchase orders & bills
Recent Purchases
| PO # | Vendor | Item | Qty | Amount | Date | Status |
|---|
Reports
👑 Invox Admin
| Customer | Expiry | Status | Last Login | Actions |
|---|---|---|---|---|
| Loading… | ||||
Notifications
Alerts, reminders & system messages
Invoice Settings
Design your invoice — preview updates live & applies to every PDF you make
Preview uses your latest bill (or a sample). Every toggle applies to all real invoice PDFs.
🎨 Select Color
📄 Print Size
🏷️ Invoice Header
⚙️ Show / Hide on Invoice
Settings
Company profile, GST, bank & preferences
☁️ Cloud Sync
Login with OTP and your data auto-syncs to the secure cloud — open Invox on any device with the same number and everything is right there.
🖼️ Business Logo
Upload your business logo — it will show on invoice PDFs and in the sidebar. Each business has its own logo.
🏢 Company Profile
🧾 GST Details
🏦 Bank Details
👥 User Permissions
| Role | Dashboard | Billing | Reports | Settings |
|---|---|---|---|---|
| Admin | ✅ | ✅ | ✅ | ✅ |
| Accountant | ✅ | ✅ | ✅ | ❌ |
| Operator | ✅ | ❌ | ❌ | ❌ |
| Designer | ✅ | ❌ | ❌ | ❌ |
🧾 My Plan — Invox
🖨️ Thermal Receipt
Receipt printer paper width — used by the 🧾 receipt button on each bill. Saved per business.
🎨 Invoice Theme
Choose the color theme for your invoice PDFs & report printouts. Each business can have its own.
🗑️ Recycle Bin
Deleted invoices, products & customers stay here for 30 days — restore anytime.
✍️ Signature (on Invoice)
Draw or upload your signature — it will appear on every invoice PDF above "Authorised Signatory".
🎭 Demo Data — Testing / Buyer Demo
Fill sample data to test all reports, filters and buttons — 15 invoices (all date ranges), 6 customers (with IGST), transactions, purchases. Your real data stays safe.
💾 Pendrive / File Data Save-Load
Save all your data into one file → Pendrive keep on it → Load on another computer . This file can be copied anywhere via pendrive.
