How to Send Emails for Past-Due Invoices in NetSuite Using a Saved Search
If your business extends credit to its customers, then dealing with overdue balances is a fact of life. Fortunately, you can significantly reduce the amount of manual work for your Accounts Receivable team by automating collections emails in NetSuite. Over the next two videos, I'm going to cover two approaches for this - a simple solution that leverages the saved search email capabilities and a slightly more complex option that uses that same saved search to trigger a workflow that includes a PDF attachment of the past-due invoice. In this video, I walk through the process of creating a scheduled saved search that sends a list of overdue invoices directly to customers.
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My name is Sarah Emery and I am a "certi-fived" Oracle NetSuite ERP consultant and three-time SuiteWorld speaker with 12 years of experience. Prior to entering the world of implementing and consulting, I spent six years as a system administrator, where I developed my passion for NetSuite. Each week, I post quick videos to share some of the tips, tricks, and helpful hints that I've discovered over the years.
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