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Sending statements to customers
We have to send a statement of account to all our customers once a month - showing all outstanding invoices. This is very easy to do in Netsuite - Transactions > Customers > Generate Statements.
We can easily email a PDF attachment all our customers who owe us money - however what we CAN'T seem to do is customise the text that goes in the email itself - all that a customer gets is the text below - which is a bit rubbish!
'Please open the attached file to view your Statement.
To view the attachment, you first need the free Adobe Acrobat Reader. If you don't have it yet, visit Adobe's Web site