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Default value in CC in Dunning Reminder Emails
Hi, There is a requirement to setup a default email id in cc when dunning email reminders are sent to the customers. I checked the suiteanswers and enhancements but didn't find anything related to it. Wanted to check if it is possible to setup a default email id in cc in the payment reminder email sent to the customers…
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Is it possible to display invoice number in Dunning Email Sending Queue?
I would like to know if the Dunning Email Sending Queue page can be customized so that we can include related invoice number to each line. I could not find anything related to it in Suite Answers (limitation, enhancement or workaround). Thank you
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Dunning Evaluation Result doesn't get updated as Sent
Hello, I'm experiencing a problem with the dunning module, specifically with the Email Sending Queue. Although emails are sent and the customer "last email sent" field is updated with the correct timestamp, after I select a customer and click "send", the Dunning Evaluation Result consistently shows as "queued" and remains…
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can we exclude (in dispute) invoices for customer dunning?
I wonder if there is a trick to exclude specific invoices from the dunning evaluation. Invoices are amended with a 'dispute' feature to resolve disputes on invoices. All customers have customer dunning procedures. A trick we use to prevent invoices in dispute from triggering the dunning module is to set an invoice dunning…
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How to send Customer a "due soon" Email notice w/ Invoice attached?
I've figured out how to automatically send past due invoice notices to customers (via saved search & workflow), however, I cannot figure out which fields to select in a saved search to pull invoices that are open (not past due yet), but perhaps due in 5 days. The goal is to automatically send customers a copy of their…
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Add amount paid field from invoice to dunning email template
How do you add the 'amount paid' field on an invoice in a dunning email template? I tried creating a new transaction body field to add to the customer record but there is no option to source 'amount paid' from the invoice record.
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New Prerequisites for Dunning Letters SuiteApp
This notice applies to customers who are using the Dunning Letters SuiteApp, and you don’t have the NetSuite SuiteApps License Client installed. The Dunning Letters SuiteApp version 2.5.0 will require NetSuite SuiteApps License Client as a prerequisite. What is Changing? Starting August 6, 2024, NetSuite SuiteApps License…
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Dunning > Email Sending Queue > Customer Dunning
Hi Experts, We are implementing Dunning to a customer. They have invoice dunning assigned via saved search. and as far as i know, It's pre-requisite to have a customer dunning first assigned to a customer where in Allow Override is checked on the customer dunning for it to allow invoice dunning to be set on invoices the…
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Dunning Letter - Best Practices to Migrate
Hello community! I hope you all are doing great! We've set the dunning setup for a subsidiary in a Sandbox Account. Now, we need to migrate it to Production. I need help finding the Dunning Procedures or Dunning Templates using SuiteCloud—only the Email templates. What are the recommended best practices for migrating the…
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Dunning email sending queue result error?
In order to exclude invoces that are in dispute from the dunning schedule we set another dunning procedure (an invoice level procedure - a procedure doing nothing) on the invoice the customer has questions about and we 'Pause Dunning' on the disputed invoice. The regular dunning procedures are customer-level and have the…