Billoxy · Modules
WebReminder
Billoxy Reminder combines an easy in-app inbox with a flexible rules engine. Enable the alerts that matter — low stock, party balance limits (len-den), overdue payment reminders, or day-open/day-close digests. Configure rules, scope, channels, and recipients in the app at Settings → Notifications (`/settings?section=Notifications`). Built-in system rules stay available — customize or turn them off anytime, but you never lose them.
Transaction Alerts
Stay on top of every bill, order, and paisa movement. Track created, pending, and overdue events across Sales, Purchase, Orders, Proforma, Payments, and Collections — with optional filters for document type, items, or parties.
What Transaction rules cover
- Track created, pending, and overdue events
- Covers Sales, Purchase, Orders, Proforma, Payments, and Collections
- Custom scope — filter by document type, specific high-value items, or key parties
- Custom reminder schedules for pending and overdue bills on the delivery step
- Pairs with Sales Invoice, Purchase Invoice, Sales Order, Quotation & Proforma, Payment In, and Payment Out
Product screenshot coming soon
Event focus
Created
Know when key documents land for high-value parties or items.
Pending
Chase unfinished work before it ages into overdue.
Overdue
Grace periods and schedules for payment follow-ups.
Pinpoint scope
Document type + item/party filters when you need precision.
For clearer transaction alerts, capture extra document details with Custom Fields. Extra fields make email and inbox previews easier to act on.
Related modules
What is Reminder?
The right alert, delivered on the right channel — zero tension. Set smart rules for items, parties, bills, and daily business summaries. Deliver updates via in-app bell, email, or WhatsApp — and decide exactly who gets notified.
View featureParty Alerts
Keep a close eye on customer and supplier health. Monitor receivables and payables (udhari & len-den) above or below your chosen amount, and get notified when a party goes inactive for a set number of days.
View featureBusiness Digests
Start and close your business day with complete clarity. Get a fresh morning summary and an automatic day-close digest of sales, collections, and balances at your preferred closing time.
View featureHow Customization Works
Every alert rule can be tuned in three simple steps: Condition, Scope, and Delivery. Turn rules on or off per module. Standard system reminders are protected — customize them anytime without worrying about accidental deletion.
View featureReady to try Transaction Alerts?
Jump into Billoxy and see it in action on your own data.