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How can we automate our AR process in NetSuite without a 3rd party integration?

edited Jun 2, 2025 2:30PM in Accounting / ERP 7 comments

Our current AR process is extremely manual and time consuming for all parties involved. There are many steps and I'm sure there are solutions/features we can utilize within NetSuite (without integrating another software), but we're not sure what those are. "You don't know what you don't know" right? If anyone has dealt with a similar manual AR process and has suggestions for any of the following steps, we would gratefully appreciate it!!

  1. Sales team enters a Sales Order into NetSuite
  2. Sales team emails AR team and requests the Sales Order to be invoiced (for customers having to pay prior to their order being shipped, we have a separate (very manual) process for Net 30 customers as well)

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