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Automatically Send Customer Statement in NetSuite

edited Jun 2, 2025 2:54PM in Ask A Guru 6 comments

Hi NetSuite Guru,

I set up a workflow in NetSuite to automatically send customer statements via email. However, the statement attached in the email includes all invoices and payments.

How can I set up to only list out the invoices which haven't paid in the statement?

Thank you.

Diana Le

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