How to Automatically Send Customer Statementsin NetSuite

Tired of manually sending customer statements every 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.
3. Check the Results. In this example we have 31 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 action Send Email. Make sure to check Include Statement
4. Complete Workflow:
   

Execute Workflow

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

It's as simple as that! Never worry about missing a customer statement again, let NetSuite do all the work for you. If you have any questions regarding workflows in NetSuite, please let us know by filling out the form below.