Billoxy
Back to feature overview
Platform

Reminder

The right alert, on the right channel — zero tension.

Billoxy Reminder combines an easy in-app inbox with a flexible rules engine. Enable the alerts that matter — low stock, party balance limits, overdue payment reminders, or day-open/day-close digests. Set rules, scope, channels, and recipients. Built-in system rules are always available — customize or turn them off anytime, but you never lose them.

Smart alerts

RulesStock · Party · Bills
ChannelsApp · Email · WhatsApp
  • Product & party triggers
  • Overdue payment nudges
  • Day open / close digests
  • Protected system rules

Right alert · right channel

How it feels in practice

Sahi alert, sahi channel — bina tension

Low stock, party udhari limits, overdue bills, ya morning/evening digests — rules set karo, channels choose karo, inbox pe follow-up.

01

Pick a module

Product, Party, Transaction, ya Business — sirf wahi alerts jo aapko matter karte hain.

02

Condition

Kab fire ho: stock limit, inactivity days, overdue grace, day-open/close time.

03

Scope

Sab records, ya sirf high-value items aur parties.

04

Delivery

In-app bell, Email, WhatsApp — owner, party contact, ya custom team emails.

Before

Chasing everything manually

  • Stock khatam hone ka pata late milta hai
  • Udhari limit cross hone pe koi nahi batata
  • Overdue bills spreadsheet pe chase
  • Roz ka sales/collection summary dig nikalna padta hai

After

Rules that watch for you

  • Low stock aur slow-moving alerts on time
  • Party balance (udhari & len-den) triggers
  • Pending / overdue transaction reminders
  • Day open & day close digests — aapke time pe

Control & confidence

System rules safe rehte hain

Built-in reminders customize ya turn off kar sakte ho — galti se delete nahi. Inbox mein star, mark-as-read, aur channel tags.

In-app inbox

Bell + Reminder inbox — Active by default.

WhatsApp & Email

WhatsApp once connected; Email to owner or team.

Reminder inbox preview

What you’d see after a busy day

  • Low stock · SKU-88Alert
  • Party udhari · Acme > limitAlert
  • Overdue · SI-991Due
  • Day close digestSent
  • WhatsApp to party contactQueued

Configure at Settings → Notifications. Full walkthrough in the Reminder module guide.

As shop owners say it

Matlab seedha: paisa aur stock pe nazar, bina roz chase

Stock kam ho, party ka udhari badh jaye, bill overdue ho — Reminder bataye. WhatsApp pe professional update, email pe team ko, app pe aapko. Zero tension wali routine.

Set Reminder once

Open Settings → Notifications and enable the rules that match your shop.

Alerts that match how you run the business

4

Alert modules — Product, Party, Transaction, Business

3

Live channels — In-app, Email, WhatsApp

3

Rule steps — Condition, Scope, Delivery

1

Dashboard for every alert rule

Modules covered

Enable only what matters — then tune condition, scope, and delivery per rule.

P

Product

Low stock from minimum levels or custom quantity thresholds. Slow-moving alerts with lookback days so capital is not stuck.

P

Party

Balance triggers for receivables and payables (udhari & len-den). Potential churn when a party is inactive for set days.

T

Transaction

Track created, pending, and overdue across Sales, Purchase, Orders, Proforma, Payments, and Collections — with pinpoint scope filters.

B

Business

Day open morning summary and day close digest of sales, collections, and balances at your preferred time.

Channels & recipients

I

In-app

Instant updates via the bell icon and Reminder inbox (Active by default).

E

Email

Owner, customers, party contacts, or custom team emails (Active by default).

W

WhatsApp

Direct alerts once WhatsApp is connected under Settings. SMS is Coming Soon.

W

Who gets notified

Account owner, transaction customer, party contact person, or custom emails (CA, store manager, accounts).

How customization works

Every alert rule is tuned in three steps. System rules stay protected — customize or turn off, never delete by accident.

Condition

Decide when the alert fires — stock limits, inactivity days, overdue grace, daily report timing.

Scope

All records, or only specific high-value items and parties.

Delivery

Channels, recipients, and custom reminder schedules for pending and overdue bills.

In-app inbox

Star critical alerts, Mark all as read, rich email-style previews, and channel tags (Mobile & Web, Email, WhatsApp).

Who it’s for

Business Owners

Daily business pulse without digging through every screen.

Sales & Collection Teams

Timely reminders for pending orders and payment follow-ups.

Inventory Managers

Low stock and slow-moving items to keep cash flow healthy.

Modern MSME Teams

Automated professional WhatsApp updates to party contacts.

How to get started

Open Settings → Notifications at /settings?section=Notifications. Select a module (Product, Party, Transaction, or Business), enable the rule, customize condition / scope / channels, connect WhatsApp if needed, then receive updates in your inbox and chosen channels. Full walkthrough: Reminder module guide.

Frequently asked

Where do I set up Reminder?

Settings → Notifications — URL /settings?section=Notifications. Manage rules module by module.

Which channels are live?

In-app, Email, and WhatsApp (once connected). SMS is Coming Soon.

Can I limit alerts to specific products or parties?

Yes — scope can be all entities or selected products/parties per rule.

Can I delete default system reminders?

No. Built-in rules cannot be deleted; turn them off or customize anytime.

Email and in-app together?

Yes, when Email is enabled on that rule. Each channel has its own toggle.

Get started with Reminder

Set your rules once. Get the right alert on the right channel — with zero tension.

Open Settings → Notifications

Ready to run your business on Billoxy?

Start free, then open any module guide to learn each screen — including Reminder for smart alerts.

Support

Frequently Asked Questions