We have the need to send "Past Due" emails to 30/60/90 customers. I have recently discovered the "Bulk Merge" process as documented in Netsuite's Help page on "Sending Collection Letters in Bulk".

Has anyone here used that process, and, if so, have you solved the problem of attaching open invoices to each of those outbound emails?

The high-level problem we are trying to solve; if a customer receives this "past due" email with a statement attached, their next correspondence to us is probably going to be something like: "Can you send me the invoice(s) which are past due?" (with a secondary of: "What was the Purchase Order I used for this invoice?"

Anyone solved this? .... Have you created a "past due" email which works effectively by including as many details as possible so that the best next correspondence is "How do I pay?"

@mkachline sorry, I have put this in place but I scripted my own solution so as to have better control

have not attempted this method

Good to know. Every conclusion I've found is that I would also have to script a solution. I was wondering if there was some sort of hack/trick to using the "attached document templates".

there may well be

my money isn't on it, though

We also have a scripted solution

It's one of those suitelets I don't ever really have to touch.

nice

mine is a scheduled script

We use ours to send out <30, <60, <90 emails

to different subsidiaries and locales

is it possible to edit a customer using a custom form?

if you are asking whether you can customize the customer form.. yes

If I go to the entry forms page, customize the Standard Customer form, and then click on the newly created Custom Customer form, it works fine for adding new customers. But I'm not sure how to edit existing ones.

all of this is actually secondary to my main concern of trying to figure out why I can't uncheck the "taxable" checkbox on existing customers

If you make your new form preferred, that should be the one that NS uses for existing customers.

and then have users clear cache if they're not seeing updated form; I believe forms get cached

Man, NetSuite loves causing problems related to the cache

scrub-tier question: how do I clear the cache? because I set my custom form to preferred, then unset it, but I'm still seeing it being used.

Clear browser or just to a Ctrl-shift-r / ctrl-shift-f5 in chrome should ignore cached content

is the Taxable box inline for you or is it just not respecting the changes you make?

Well, really the issue is that I was getting permission errors when trying to push data using suitetalk, and in the UI the checkbox was checked and disabled on the standard form. There don't actually seem to be any differences in taxable's configuration between standard and the customized form, which is @_@

I'm not sure if avatax is doing anything weird to that form.

or if that's even on-point to worry about

Avalara does some weird stuff

like there's a setting that forces customers to be taxable