Preview document
Sales Order, Proforma, Sales Invoice.
Back to feature overview
Integrations
WhatsApp, SMS & Email
Share documents and due-date reminders.
Document preview screens for Sales Order, Proforma, and Sales Invoice support PDF download, print, and share by WhatsApp and Email — documented in each module guide. For smart alert rules (low stock, party balances, overdue payments, day digests) across in-app, email, and WhatsApp, use Reminder configured at Settings → Notifications. WhatsApp message templates for preview share remain under Settings → WhatsApp.
Communicate
SharePDF · WA · Email
RemindRules engine
- Preview share
- Due-date nudges
- WhatsApp templates
- Inbox alerts
Reach customers · alert the team
How it feels in practice
Document share + smart Reminder — do alag kaam
Preview se WhatsApp/Email PDF bhejo. Stock, udhari, overdue ke liye Reminder rules — Settings → Notifications.
Share
PDF download, print, WhatsApp, Email.
Templates
Settings → WhatsApp message templates.
Smart alerts
Reminder for rules beyond one-off share.
Before
The old way
- PDF phone pe save karke WhatsApp manually
- Due-date follow-up only human memory
- Templates rewritten every time
After
With Billoxy
- Share from preview in one tap
- Due-date reminders on orders/proformas
- WhatsApp templates in Settings + Reminder rules
Messaging map
Share vs Reminder
Don’t confuse one-off share with the rules engine.
As shop owners say it
WhatsApp pe bill bhejna ≠ Reminder
Ek baar PDF share karna alag hai. Roz low stock / overdue pe auto alert Reminder hai. Dono milke customer aur team ko clear rakhte hain.
Set up Reminder for ongoing alerts
Preview share works today; Reminder keeps watching.
Where messaging & alerts are documented
Reminder
Full rules engine — Product, Party, Transaction, Business — plus inbox and channels. See the feature overview and module guide.
Settings → Notifications
Configure Reminder rules at Settings → Notifications (/settings?section=Notifications).
Settings → WhatsApp
Module-based message templates for preview share and auto-send.
Sales Order & Proforma
Due-date reminder setup on orders and proformas — see Sales Order and Quotation & Proforma module topics for timing and channels.
Module guides
Step-by-step guides in Billoxy
Each link opens the full module walkthrough — screens, menus, and workflows documented in the app.
Ready to run your business on Billoxy?
Start free, then open any module guide to learn each screen — including Reminder for smart alerts.
Support