[tjmannappellations]

We have to send a statement of account to all our customers once a month – showing all outstanding invoices. This is very easy to do in Netsuite – Transactions > Customers > Generate Statements.

We can easily email a PDF attachment all our customers who owe us money – however what we CAN’T seem to do is customise the text that goes in the email itself – all that a customer gets is the text below – which is a bit rubbish!

‘Please open the attached file to view your Statement.

To view the attachment, you first need the free Adobe Acrobat Reader. If you don’t have it yet, visit Adobe’s Web site http://www.adobe.com/products/acrobat/readstep.html to download it.’

Any ideas on how we can change it?
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[carl.billings]

I built a very simple workflow to handle this. The email is completely controllable in that functionality. I dont see any way to modify this piece of default messaging

[tjmannappellations]

Hi Carl

Thanks – any clues on how to do that would be really very much appreciated!

[michoel]

We also use a Workflow for sending out statements. The basic idea is as follows:

1) Create a Customer Saved Search to select which customers you wish to send the statements to. (We use Balance > 0, Inactive = F, Status != Debtor-Liquidated Account)

2) Create a new Workflow, select Record Type = Customer, and choose your Saved Search

3) Create a ‘Send Email’ Workflow Action, as Recipient select ‘Send to Current Record’, and your message in the Content section. In the Attachment area, check ‘Include Statement’.

[carl.billings]

michoel covered it. I can give you very specific details if you like. Drop me an email and I’ll reply with my workflow specs

[psorensen]

When you have time, would you mind sending me the specs as well?

Thank you,

Pat

pat@frontierprecision.com

Pat Sorensen / IT Director

Frontier Precision, Inc.

2020 Frontier Drive | Bismarck, North Dakota | 58504

Local: 701.222.2030 | Toll Free: 800.359.3703

[Marty Zigman]

We solved this statement concern and more using our Content Rendering Engine. We also bring in the Customer Deposits into the statement concerns. We can also draw a customer statement on the next page of an invoice. See this article: http://blog.prolecto.com/2016/06/19/…it-accounting/

[jbowe]

Hi All i would like to send bulk email customer statements (which i know how to do) but how do I change the Email Subject line as it is wrong? thank you

[michoel]

Originally posted by jbowe

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Hi All i would like to send bulk email customer statements (which i know how to do) but how do I change the Email Subject line as it is wrong? thank you

Can you clarify how you are sending out the statements? Using the “Generate Statements” page, or via a Workflow or a different method?

[chanarbon]

Originally posted by jbowe

View Post

Hi All i would like to send bulk email customer statements (which i know how to do) but how do I change the Email Subject line as it is wrong? thank you

If you want to use script to do the bulk sending, SuiteScript 2.0 should support it as 2.0 has a module (N/render) which allows printing of statement. I would suggest the use of Map/Reduce script for this implementation

[Author]

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