How to Send Emails for Past-Due Invoices in NetSuite Using a Workflow
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. In my previous video, I walked through the process of configuring scheduled emails within a saved search in order to send summarized emails to customers with past-due invoices. In this video, I use that same saved search to create a workflow that will send emails using a custom email template and include a PDF attachment of the overdue invoice using SuiteFlow.
How to Send Emails for Past Due Invoices in NetSuite Using a Saved Search:
• How to Send Emails for Past-Due Invoi...
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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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