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7

7. Reminder System

Chapter 7 of 15

The 3-Level System

HIVE offers an automatic reminder system with configurable levels:

LevelNameDays after Due DateStandard Fee
0Payment Reminder3 daysCHF 0.-
1First Reminder14 daysCHF 10.-
2Second Reminder30 daysCHF 20.-
3Final Reminder45 daysCHF 30.-
The reminder fees for each level can be individually adjusted.

Reminder fees are always added on top of the open invoice amount. Existing line or document discounts on the invoice remain unchanged; the reminder fee itself is never discountable.

Creating a Reminder

In the Reminders area, you see all overdue invoices. To create a reminder:

  1. Select an overdue invoice
  2. Click Create Reminder
  3. Choose the appropriate reminder level
  4. Create the PDF or send directly by email

When creating the reminder, HIVE automatically assigns a unique reminder number in the format MA-YEAR-SEQUENCE.LEVEL, for example MA-2026-0015.1. All levels of the same invoice reuse the same base number.

Right-Click Actions

For invoices without existing reminder:

  • Create Reminder - Starts the reminder process

For invoices with existing reminder:

  • Send by Email - Sends the current reminder
  • Send via WhatsApp - Opens WhatsApp with a prepared message and highlights the PDF in Explorer
  • Show Reminder - Opens the reminder PDF
  • Next Reminder Level - Creates the next higher level

Always available:

  • Record Payment - Records receipt and creates accounting entry
  • Mark as Paid - Closes the process