Common questions

Yes. Each customer has a secure portal where they can view, download, and accept quotes — and view invoices and their payment status. You control what's visible. No login required for the customer; access is via a secure link sent by the system.

Every customer has a running balance. You can see outstanding invoices, overdue amounts, credit notes, and payment history in one place. Ageing reports break this down by 30/60/90+ days so you always know your cash position.

Yes. Set up recurring invoices on any schedule — weekly, monthly, or custom intervals. The system generates and sends them automatically. You can review before sending if you prefer manual approval.

Supplier bills can require approval before they're posted to your books. You define who can approve and at what thresholds. Approvers are notified in-app and the audit trail records every decision.

Inventory is tracked per location with full transfer and adjustment history. You can see what's on hand, what's allocated, and what's in transit. Stock movements create automatic journal entries so your books stay in sync.

Yes. You can set customer-specific price lists, discount tiers, and special rates. When creating a quote or invoice, the system automatically applies the correct pricing for that customer.

Team members can submit expenses with receipts. Expenses go through your defined approval flow before being posted. Categories, tax codes, and cost centres are configurable to match your chart of accounts.

Most businesses are quoting within the first week. A full rollout — including billing, suppliers, and inventory — typically takes 2–4 weeks depending on complexity. We handle data migration and configuration so your team isn't disrupted.

Yes. BX1X supports both cloud-hosted and on-premises deployment. On-prem gives you full control over your data and infrastructure. We handle setup, updates, and monitoring regardless of where it runs.