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Settings

Open from Profile → Settings. Configure Invoice Settings (Transaction, Payment, WhatsApp, Notifications / Reminder, e-Invoice, Custom Field), Company Profile, User Info (CA / Salesman / Custom roles), Personal Info, and Partners. Smart alerts: Settings → Notifications (`/settings?section=Notifications`) — see the Reminder module guide. Save stays locked until Complete Onboarding finishes.

Reminder

Reminder

Configure Reminder alert rules under Settings → Notifications (`/settings?section=Notifications`) — Product, Party, Transaction, and Business digests with condition, scope, channels, and recipients. Full walkthrough lives in the Reminder module guide.

Where to configure

  • Open Settings → Notifications (/settings?section=Notifications) in the app
  • Select a module: Product, Party, Transaction, or Business
  • Enable the rule, then set condition, scope, and delivery (channels + recipients)
  • Built-in system rules stay protected — customize or turn off, but you cannot delete them
  • Full guide: Reminder (also feature overview)

Product screenshot coming soon

Reminder is the rules engine + inbox. WhatsApp templates for document preview share still live under Settings → WhatsApp.

Alert modules at a glance

P

Product

Low stock and slow-moving item alerts before sales stop.

C

Party

Balance triggers and inactivity / potential churn alerts.

T

Transaction

Created, pending, and overdue across bills, orders, and payments.

B

Business

Day-open and day-close digests at your preferred times.

Channels & recipients

  • In-app and Email — Active by default
  • WhatsApp — after you connect WhatsApp under Settings
  • SMS — Coming Soon inside the app
  • Recipients: account owner, transaction customer, party contact, or custom emails

Product screenshot coming soon

Every rule has independent channel toggles.

Typical setup

  1. 1Open Settings → Notifications (/settings?section=Notifications)
  2. 2Pick a module and enable the rule you need
  3. 3Set condition, scope, channels, and recipients
  4. 4Connect WhatsApp under Settings if you want WhatsApp delivery
  5. 5Save — alerts appear in the in-app inbox and chosen channels
Tip

For step-by-step topics (inbox, customization, FAQs), use the Reminder module guide. For message wording on preview share, see Settings → WhatsApp.

Frequently asked

Where do Reminder rules live now?+

Reminder is the expanded rules engine (Product, Party, Transaction, Business) with inbox and multi-channel delivery. Configure it at Settings → Notifications (/settings?section=Notifications) — see Reminder.

Can I delete default system reminders?+

No. Built-in system rules cannot be deleted, but you can turn them off or customize them anytime.

Related modules

Overview

What is Settings?

Settings is the control center — open from Profile → Settings. Invoice Settings tabs, Company Profile, User Info (roles), Personal Info, and Partners. Save stays locked until <a href="/features/simple-start">Complete Onboarding</a> finishes.

View feature
WhatsApp

WhatsApp Tab

Create module-based WhatsApp message templates. When a user presses WhatsApp on Sales Invoice preview (or other modules), that template loads — and the same template is used for auto-send WhatsApp.

View feature
E-Invoice

E-Invoice Setting

Connect your account to the Iris GST / e-invoice panel so Billoxy can sync e-invoicing. When status is Not Onboarded, use Onboard Me with your GSTIN and username — see also <a href="/features/e-invoice">E-Invoice</a>.

View feature

Ready to try Reminder?

Jump into Billoxy and see it in action on your own data.

Open Settings