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Send Automated Customer Statements Emails in NetSuite

 In CRM+, Free Tips for NetSuite Users, NetSuite

How to Automatically Send Customer Statements in NetSuite

NetSuite is the #1 cloud-ERP platform and offers a variety of configurable email settings to users.

NetSuite allows companies to send Automated Statement Emails instead of a single email every period of time. Here is how you can easily set up a workflow in NetSuite that will allow you to automatically send customer statements.

Create a Custom Field that will act as a flag

This field will be used to act as a flag. If this check box is checked, then this customer wants to receive a statement email on a recurring basis. If this field is not checked, the customer will not receive an emailed statement.

  • 1. Navigate to Customization -> List, Records, Fields -> Entity Fields -> New
  • 2. Change Type to Check Box and apply it to Customer
  • 3. Check this box on the customer records of the customers that want to have a balance email sent

Create a Saved Search for Customers with Open Balances

The results of this search will be the list of customers that need to be emailed:

  • 1. Navigate to Lists -> Search -> Saved Searches -> New
  • 2. Set the criteria of which customers you want to email. Make sure to set Customer Wants Statement Email to true as part of the criteria

*Check the Results. Your Saved Search displays your company customers with a balance greater than 0 who want statement emails.

Create a Workflow

This workflow will automate the process of sending balance emails to customers:

    • 1. Navigate to Customization -> Scripting -> Workflows -> New
  • 2. Choose record type as customer and the saved search you created as the saved search filter:
  • 3. Add a new state. Click on the Pencil Icon
  • 4. Name it, add description (optional) and click New Action
  • 5. Select Send Email
  • 6. Choose record type as customer and the saved search you created as the saved search filter:
  • 7. Add a New Workflow Action. Make sure to check Include Statement
  • 8. Complete Workflow:

Execute Workflow

Once executed, all the customers from the original saved search are sent an email of their balance.

Last but not least:

  • Afterward, the Saved Search will appear to use for future emails and can be edited or revised depending on your needs.

For more information on NetSuite Email Templates, or for a Free Consultation, contact AVT today!

If you have any questions about sending emails from NetSuite or would like help in your organisation with NetSuite, please contact us at support@abvt.com.au.

Please also consider book-marking the AVT Support Services – your go-to resource to submit support tickets and access knowledge base articles. The AVT Support Services also contains a direct link to NetSuite’s system status page.

Kind regards,
AVT Business Solutions

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