Ok which one of you genius' can build this: go to ...
# generalk
KJ McLaughlin
08/06/2024, 8:51 PMOk which one of you genius' can build this: go to a customer, and with the push of a button, Netsuite downloads a copy of every open invoice into a zip file OR creates a shareable link we can send to the customer to view all of their open invoices, individually
s
Sam-I-Am
08/06/2024, 8:59 PMwhy not just get the Dunning module will save you lot of time. Also you can do that by using workflow too, @MGBC has one
c
creece
08/06/2024, 9:03 PMThe shareable link isn't going to happen without exposing it to the world which you probably do not want to do for security reasons. You can create PDFs for a list of Invoices and send an email with the click of a button but depends on how many invoices it needs to render for governance concerns. I haven't personally tried the .zip route but it looks like you can probably do that too. Probably a few hours (3-4 max) of work to do this in a script.
m
MGBC
08/06/2024, 9:30 PMThanks @Sam-I-Am for the call out. @KJ McLaughlin we put together an article on how to create a simplified version of what you are asking using a quick workflow.
https://www.mavencloud.tech/blogs/post/simple_dunning_workflow
MGBC
08/06/2024, 9:33 PMYou can definitely expound on this to make it more powerful. Getting ALL invoices zipped together (or attached to 1 email would take a script like creece said. We have built a few things like this in the past and could also build similar for you. Alot of it depends on how much you want to reach out to your customer. In most cases we've found that a monthly statement (via email) and a reminder (per invoice) at certain intervals gets the job done pretty nicely.
n
Nic Answer
08/07/2024, 3:50 AMThis Product is able to send all overdue invoices in a single email https://lemonmartini.com.au/pages/dunning
(Tell them Nicole Answer referred you)
5 Views