Billoxy · Features
DesktopSales Order
Menu Sales → Sales Orders (`/invoice/sales-order`). Commit customer orders with tax inclusive/exclusive pricing, optional stock reserve, preview/share, Generate Proforma Invoice or Generate Sales Invoice, and due-date reminders via WhatsApp, SMS, and Email.
Auto Schedule — Due Date Reminders
Define an auto schedule around due date so reminders go out 3 days before, on due day, and 1 day after — using WhatsApp, SMS, and Email for sales-order follow-up.
What the auto schedule does
- Schedule reminders relative to the document due date
- Three timing points: 3 days before due date, on due day, and 1 day after due date
- Send through one or more channels: WhatsApp, SMS, and Email
- Use it for sales-order follow-up when your team wants reminder communication around commitment / due timing
- Once an order is converted or otherwise completed, reminder relevance should be rechecked by status and workflow rules
Product screenshot coming soon
Reminder timeline
3 Days Before
Send an early reminder before the due date arrives.
On Due Day
Send the reminder exactly on the due date.
1 Day After
Follow up after the due date if action is still pending.
Notification channels
Send follow-up notifications by WhatsApp.
SMS
Send short follow-up notifications by SMS.
Send reminder notifications by Email.
Set up reminders (typical)
- 1Open Settings → Reminder (and WhatsApp templates under Settings → WhatsApp) for Unbill Order / due-date style schedules
- 2Choose the reminder moments: 3 days before, due day, and 1 day after
- 3Choose the delivery channels: WhatsApp, SMS, and/or Email
- 4Save the schedule and use preview/list status to follow which orders still need action
- 5When the order is converted or completed, verify reminders are no longer needed
How users should understand it
- This is a due-date reminder schedule, not a 3-platform product setting
- The important choices are the date offsets and the notification channels
- Use it alongside Relative Invoice, status, and preview actions so old reminders do not continue after conversion
- Teams can combine these reminders with customer-facing PDF sharing from preview
Product screenshot coming soon
After converting to Sales Invoice, check status and Relative Invoice so due-date reminders (configured in Settings) do not keep firing for a finished sales order.
Frequently asked
Is this really about 3 platforms?+
No. The correct setup is 3 days before, on due day, and 1 day after, with channels like WhatsApp, SMS, and Email.
What are the channels?+
The reminder can send by WhatsApp, SMS, and Email. Users choose the channels that fit the sales follow-up flow.
Will drafts get emails?+
Usually teams focus reminders on active documents with meaningful due dates. Drafts are normally finished first via Create/Update — confirm the exact filter in your product settings.
Related features
Convert to Sales Invoice
Convert to Sales Invoice turns the sales order into a sales bill — prefills from the order, and the sales order status updates to reflect that it has been invoiced (and related invoice appears on the order).
View featureSales Order List
The Sales Order list shows Sales Order Overview KPIs, search and status filters, and both table and card layouts — with View, Edit, Copy, Download, Share, and Delete.
View featureRelative Proforma & Invoice
When a sales order already has a Proforma/Quotation or Sales Invoice, the preview shows those relative documents so you can open follow-ups without searching other lists.
View featureWhat is Sales Order?
A Sales Order records what the customer agreed to buy — quantities, sales prices, tax, and terms — with optional stock reserve, then you can raise Proforma/Quotation or convert to Sales Invoice while tracking related documents and unconverted-order alerts.
View featureReady to try Auto Schedule — Due Date Reminders?
Jump into Billoxy and see it in action on your own data.