Customer Reminders & Due Dates

Cubix Lite POS includes a built-in Reminders engine to keep customer relationships strong and prevent unpaid receivables.

1. Setting a Reminder After Sale

Immediately after completing an order, you can schedule follow-up actions:

• Balance Due Follow-up: Schedule an alert to collect payment on a specified date.
• Service / Warranty Check: Schedule customer notification for service check or subscription renewal.
• Custom Notes: Attach personalized notes visible only to staff.

2. Viewing and Managing Due Reminders

• When reminders are due, the top header displays an amber alert badge (DUE).
• Click the Reminders button on the top header to view, postpone, or mark them as completed.