NetSuite Customer Statements Archives - FMT

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. Navigate to Customization -> List, Records, Fields -> Entity Fields -> New Change Type to Check Box and apply it to Customer  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 Navigate to Lists […]