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Customer Statement Template - Display Related Payment After Invoice
Hi Everyone, I have received a requirement to modify the Customer Statement template in NetSuite. Currently, transactions in the statement are displayed based on the transaction date. The requirement is to display the related payment immediately after the corresponding invoice, rather than displaying all transactions…
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Where can I find the customer statement email template?
Context: To send customer statements we are going through Transactions > Customers > Generate Statements and then using the Email Action. Right now the email that sends to our customers looks very generic and spam like. We would like to customize the verbiage in the email and the subject. I can't for the life of me…
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How to automatically email invoice only to customer's default email for specific customers not all?
Hello, Would like to automatically send the invoice upon creation to the default email address entered into the customer's file. Only the invoice, not the sales order, or anything else, just the invoice and to only specific customers. Would like to be able to set this in the customer file for each customer, and set a…
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Income Statement: How to view New Customers only?
I want to see the income statement report for only the customers that created/converted after Jan 1, 2023. The outcome is to see the income statement for the new customers. We are taking the new customers as those are created/converted to customers after Jan 1, 2023. I am looking for an income statement report or a saved…
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How to Rename Statement PDF attached to Dunning email?
Hi all, We installed NetSuite's dunning bundle on our account and added the statement to the email. Currently, the PDF's name of the statement is the Customer ID (field id: entityid). Our Customer ID has information we don't want to expose to our customers. In addition, If the customer has multiple subsidiaries connected…
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Customer Statement Reply-to
When we send out our customer statements, they receive an email from cs@company.com but if they reply to that email - it doesn't send to cs@company.com, it sends the email to statements.#######.msg@####.email.netsuite.com. Those emails don't make it back into our queue or any incoming mail boxes, so the customer replies…
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PDF Debtors Statement with URL links to invoices and credits
Good afternoon A couple of years back at suiteworld in one of the sessions there was a demo on PDFs and one of the examples was a really sexy Debtors statement that had hyper links to the PDF documents. Does anyone know how to do this? I’m thinking that the PDF invoice/credit copy needs to end up in the filing cabinet…
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Customer Statements don't show the customer name on them
We issue customers with a statement each and every month, detailing their open transactions (unpaid). Currently our statements do not show the customer name on them, the covering email is blank, the covering email is from the main Group as opposed to the 1 and only subsidiary trading company. How do i get the customer name…