Frequently Asked Questions

Oxiom Invoice Software is a customer invoicing and accounts receivable solution. It helps finance teams create invoices, send them to customers, and track payment status from draft through paid, with intelligent organization, status tracking, and audit-ready billing—all on the Oxiom One platform.

Yes. Oxiom Invoice Software is designed to create and send invoices to your customers. Build invoices from your customer and product/service catalog, review them, send them, and track payment through to collection.

Oxiom One is an enterprise business platform designed to unify business operations. Oxiom Invoice Software is the first production application. Future modules will include CRM, Projects, HR, Inventory, and Analytics—all integrated on a single platform.

Oxiom Invoice Software is specialized for customer invoicing and accounts receivable. It is not accounting software. It focuses on creating, sending, and tracking customer invoices through to payment, but does not handle general ledger, financial statements, or other accounting functions.

You can manage a customer directory and product/service catalog, create invoices from line items, organize them in a centralized repository, search across invoices and customers, track invoice status through the complete lifecycle (draft → sent → viewed → partially paid → paid → overdue → void), download a PDF of any invoice, and maintain an audit trail.

Planned features include recurring invoices, automated payment reminders, online payment collection, and integration with accounting platforms like QuickBooks and Xero.

Yes. Oxiom supports invoices in INR, USD, and EUR with proper currency formatting. Amounts are never combined across currencies in reports.

Yes. Oxiom includes global search functionality. You can search by invoice number, customer name, amount, status, date, and other fields. Results are ranked by relevance.

Yes. Every invoice has a Download PDF action on its detail page, which opens a formatted, print-ready PDF in your browser’s native viewer — you can save it or print it directly from there.

Invoices move through these statuses: Draft (being prepared, fully editable), Sent (delivered to the customer), Viewed, Partially Paid, Paid, Overdue, and Void. Only draft invoices can have line items added, be edited, or be deleted.

Yes. Oxiom maintains visibility into invoice status at every stage, including when it was created, when it was sent, and when payments were recorded against it.

No. Any team member with invoice access can create a draft and send it to a customer. There is no multi-step approval workflow in the current release.

Today, invoice creation, line items, status tracking, and PDF generation are automated for you. Recurring invoices and automated payment reminders are planned for a future release.

Automated payment reminders for overdue invoices are on the roadmap. Currently, you can see which invoices are overdue on your dashboard and follow up with customers directly.

Online payment collection is planned for a future release. Currently, payments are recorded manually once received through your existing payment channels.

Recurring invoice templates for regular customers (e.g., monthly retainers or subscriptions) are on the roadmap for a future release.

Accounting integration is on our product roadmap. We’re planning support for QuickBooks and Xero. Contact sales for the latest integration timeline.

Yes. Invoice and customer data can be exported for use in other systems. Export capabilities include CSV and other common data formats.

Yes. Oxiom provides REST APIs for custom integrations. See the API documentation for details on authenticated endpoints.

Oxiom uses industry-standard encryption for data in transit and at rest. Each organization’s data is isolated with row-level security so one customer’s records are never visible to another.

We are committed to security and compliance. Please contact our sales team for details on current compliance certifications and our security roadmap.

Oxiom is currently a cloud-only solution. On-premise deployment is not planned for the near term. We focus on cloud delivery to ensure security, scalability, and continuous updates.

Invoice data is retained according to your subscription and data retention policies. You can configure retention settings in the Admin section of Oxiom.

Yes. Draft invoices can be deleted directly. Sent, paid, or voided invoices are retained for audit purposes rather than deleted, consistent with standard invoicing practice.

Yes. Oxiom maintains a trail of invoice activity including when invoices were created, status changes (sent, viewed, paid, overdue, void), and when payments were recorded.

Oxiom is designed with GDPR compliance in mind. We handle customer personal data according to GDPR principles and provide data processing agreements. Please contact us for detailed compliance documentation.

Oxiom is designed to support financial compliance requirements including SOX. Status-guarded invoice actions, audit trails, and user access controls help meet compliance and internal-control requirements.

Yes. Oxiom provides reporting on invoice status distribution, payment rates, and billed totals that can support compliance documentation and internal reporting.

Oxiom is designed for enterprise scale. The platform can handle hundreds of thousands of invoices. Performance scales automatically with your business volume.

Oxiom automatically scales to handle usage peaks. Infrastructure automatically adjusts to maintain performance during high-volume periods.

Oxiom is built on enterprise cloud infrastructure designed for high availability. We monitor uptime closely and provide service level agreements for enterprise customers.

Basic implementation typically takes days, not weeks: create your organization, add your customers and product/service catalog, and start invoicing. Our team is available to help with larger imports and customization needs.

You need: 1) an organization account, 2) a list of your customers, 3) your product/service catalog with pricing. We provide a straightforward onboarding flow to set these up.

Yes. Oxiom includes documentation and support to help your team get started, including admin setup, day-to-day invoicing workflows, and ongoing support.

We provide guidance and support for importing historical customer and invoice data from your current system. Our team helps map your data and ensure accurate migration.

Oxiom pricing is based on monthly invoice volume, number of users, and additional features. We offer flexible pricing plans for organizations of all sizes. Contact our sales team for a custom quote.

Yes. We offer a free trial so you can explore Oxiom with your team. Contact sales to request a trial account.

Our pricing tiers typically include different volumes of invoices, number of users, storage capacity, and API calls. Please contact sales for detailed pricing information.

Yes. You can adjust your plan at any time. Changes take effect in your next billing cycle.

We offer flexible options including monthly plans, annual plans with discounts, and custom enterprise agreements. Discuss your needs with our sales team.

Oxiom provides email support, knowledge base articles, and documentation. Enterprise customers have access to priority support and dedicated account management.

Check the search function to locate the invoice. If it cannot be found, review the activity log. Contact support if the invoice is truly missing—we can help investigate.

Click "Forgot Password" on the login page. You will receive an email with instructions to reset your password. If you do not receive the email, check your spam folder or contact support.

Verify your email address and password are correct. Try resetting your password. Clear your browser cache and cookies. If problems persist, contact support with your email address.

Self-service team invitations are on the roadmap and not available yet. Contact support if you need to add teammates to your organization in the meantime.

Oxiom stores an Owner, Admin, Reviewer, Member, or Viewer role for each organization member. Role-based permission enforcement across the app is still being built out.

Self-service role and access management from Settings is on the roadmap and not available yet. Contact support for changes to your organization's membership.

Oxiom’s dashboard and reports cover invoice volume, status distribution (draft, sent, overdue, paid, and more), paid rate, overdue rate, and total billed, broken out by currency.

Yes. Underlying invoice data can be exported in CSV format for use in your own analysis and business intelligence tools.

Standardize customer names to avoid duplicates. Use consistent naming conventions (e.g., "Company Name Inc." not "Company Name" or "Company Inc."). This improves search accuracy and reporting.

Where possible, yes — pulling line items from your catalog keeps pricing and descriptions consistent. Custom one-off line items are also supported for invoices that need them.

Review your dashboard regularly to catch overdue invoices early. Many customers check weekly at minimum, and more often during month-end billing pushes.

Many organizations aim to send an invoice within 1-2 business days of completing work or delivering a product, which shortens the time to payment.

Multi-entity support (separate billing identities under one account) is on our roadmap. Contact sales to discuss your specific requirements.

Yes. Oxiom handles invoices in INR, USD, and EUR. Each invoice is created and reported in a single currency, so amounts are never combined across currencies.

Yes. Oxiom provides REST APIs. API documentation is available for developers building custom integrations.

Go to Invoices → New Invoice, pick a customer, and add line items — either from your product/service catalog or as custom entries with a description, quantity, and unit price. The invoice starts as a draft that you can edit freely.

Yes, while it’s a draft. Once you send it to the customer, editing is locked to protect the record — you can still record payments, mark it void, or (for unsent drafts) delete it.

Yes. When adding a line item you can select an entry from your product/service catalog, which fills in the description and unit price automatically, or enter a custom line item.

Draft invoices show a temporary reference until sent. Sent invoices receive a sequential invoice number that’s unique within your organization.

Yes. Any invoice that isn’t already paid or void can be voided. Voided invoices remain in your records for audit purposes but no longer count toward outstanding balances.

Open the invoice and use Record Payment to log the amount received. Invoices update to Partially Paid or Paid automatically depending on how much of the total has been collected.

Invoices past their due date without full payment are tracked as overdue on your dashboard and in reports, so you can see exactly what’s outstanding at a glance.

Yes. Recording a payment that doesn’t cover the full invoice total moves the invoice to Partially Paid, and you can continue recording payments until it’s fully paid.

Your dashboard and reports give real-time visibility into outstanding, overdue, and paid invoices, so you can review your accounts receivable position before close.

Yes. The invoice list and dashboard let you filter and view invoices by status, including all outstanding (sent, viewed, partially paid, overdue) balances per customer.

Not in the current release. Late fees and early-payment discount handling are being considered for a future release.

Oxiom validates that line item quantities and unit prices are non-negative, that a customer is selected, and that status-guarded actions (like sending or deleting) are only available when the invoice is in the right state — for example, only drafts can be edited or deleted.

Validation errors are shown inline on the invoice form with a clear description of the issue, so you can correct it and resubmit immediately.

Yes. Every status-changing action is guarded server-side — for example, you can’t send an invoice that’s already been sent, or delete one that isn’t a draft.

Two-way sync with accounting platforms like QuickBooks and Xero is on our roadmap. Until then, invoice data can be exported as CSV for manual import.

Yes. You can export invoice data as CSV, and generate a PDF of any individual invoice to share directly.

No. Oxiom is focused on customer invoicing and accounts receivable, not general ledger or full accounting. It’s designed to complement accounting software, not replace it.

Oxiom uses industry-standard encryption for data at rest and in transit between your browser and our servers.

MFA support is on our security roadmap. Contact sales for the current timeline if this is a requirement for your organization.

SSO integration (SAML/OIDC) is on our roadmap for enterprise customers. Contact sales to discuss your identity provider and timeline.

Every tenant-scoped table uses row-level security policies keyed to organization membership, so one organization’s customers, products, and invoices are never visible to another.

Oxiom follows a documented incident response process. Affected customers are notified promptly in the event of a confirmed data incident, consistent with our data processing obligations.

Invoice data is stored in cloud infrastructure with organization-level data isolation. Regional data residency options may be available for enterprise customers with specific requirements — contact sales to discuss.

Oxiom supports current versions of Chrome, Firefox, Edge, and Safari. Internet Explorer is not supported.

Oxiom has a responsive design, so you can review invoices and check your dashboard from a phone or tablet. The full invoicing workflow is optimized for desktop.

Oxiom targets high availability with cloud infrastructure. Enterprise SLAs with specific uptime commitments are available — contact sales for details.

Oxiom tracks each invoice’s creation date, every status change, and payment records, giving auditors a clear trail from draft to paid (or void).

Today, all invoices are visible to every member of your organization. Role-based and per-invoice visibility controls are on the roadmap and not available yet.

Retention is currently governed by your subscription and organization settings. Configurable per-record retention schedules are being considered for a future release.

Oxiom is designed for enterprise scale and tested to support high invoice volumes with auto-scaling infrastructure. For specific volume requirements, contact sales for capacity planning.

No. Oxiom uses cloud infrastructure that scales horizontally, maintaining consistent performance as your invoice volume grows.

Only draft invoices can be edited. Once an invoice has been sent, its line items are locked — you can still record payments or void it, but editing the content is intentionally restricted to protect the record you sent to the customer.

If the invoice is still a draft, edit or remove the line item and re-add it with the correct amount. If it has already been sent, void it and create a corrected invoice, since sent invoices are not editable.

Use Record Payment on the invoice to log the amount received, even if the payment itself was collected outside Oxiom (e.g., bank transfer). This keeps your status and reports accurate.

An invoice moves to Overdue when it has passed its due date without being fully paid. Recording a payment that covers the full amount moves it to Paid.