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Common questions
What SMEs typically ask before getting started.
Billing, invoicing & payments
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.
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.
Inventory & operations
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.
Getting started & switching
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.
We migrate it. Customer records, product catalogues, opening balances — brought in, verified, and ready before you go live. Most businesses run BX1X alongside their current tools for a week or two before switching fully. Nothing gets lost in the transition.
Less than you think. Most businesses are quoting within a week of signing up. The real cost is staying on scattered tools — the hours lost to manual data entry, the payments that slip through, and the customers who get a fragmented experience. BX1X pays for itself when the admin hours disappear.
Start there. The Starter plan gives you billing, bookings, CRM, and a customer portal. When you're ready for inventory, e-commerce, or accounting, you add them — and they connect to everything already running. No data migration, no new system to learn.
Platform & deployment
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.
Most businesses run billing in one app, bookings in another, CRM in a spreadsheet, and accounting somewhere else. BX1X replaces all of them with one connected platform. When a booking completes, the invoice is ready. When a payment lands, the books update. When a customer calls, their full history is on screen. That connection is what separate tools can never give you.
Yes. BX1X works for solo operators, small teams, and businesses with 50+ staff across multiple locations. You start with the modules you need and add more as you grow — same platform, no migration, no re-implementation. See our Why BX1X page for how the platform scales with you.
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