Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Credit Control automation?
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)
0