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Credit Control automation?

edited May 13, 2013 8:46AM in Accounting / ERP 2 comments

Hi,

Does anyone have any ideas for automating credit control in Netsuite?

There is functionality in Netsuite to generate statements in PDF format, and then email them directly to the customers, using the Other > Print Cheques and Forms page. This is currently a manual process, we have to choose which statement type to send (of which there are 3 types based on the age of debt), and we have to manually tick each customer too.

We would like to automate this process. Is there a way we could trigger these emails being sent every week based on criteria set on the customer record (their credit terms); and the number of days overdue invoices (which is listed on the customer record)

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