Automating AR collections Email on NetSuite
One of our US clients, with expertise in Automation Machinery Manufacturing, had a requirement in implementing Automated AR Collections Email in their NetSuite account.
Requirement
The client prerequisite was to automate a workflow that will send the customers an email reminder to pay their bills on the 31st, 61st, and 91st, days of the due.
NetSuite offers a paid SuiteApp with the required features, but here the client was looking for a one-time paid solution with comparatively fewer features to meet their unique business requirement. The client was sending emails manually with their custom templates and now they consulted us to automate sending emails to their customers on specific days.
Solution
Our experts analyzed the requirements and automated sending emails to the customers on specific days. They also added a notification to the internal accounting person to inform them of customer payment delays through which they can follow up on the customer.
The automated system sends reminder to Account Payable (AP) contacts at specific intervals as the client required.
An automated friendly reminder will be sent to the Account Payable (AP) contacts seven days prior to the due date, another automated friendly reminder will be sent to the AP contacts seven days after the due date, again, an automated warning email will be sent to the AP contact, customer service manager and sales rep fourteen days after the due date, an automated alert email will be sent to customer service rep thirty-one days after the due date which states to make a phone call with the customer, and an automated email will be sent to the AP Contact, Customer Service Manager, Sales Manager, and Sales Rep sixty days after the due date informing about the delinquent account status. After ninety days of the due date, reminder emails will be sent to the AP contact of the customer every day, and to the AP manager, sales rep supervisor, customer service manager, and CEO.
Result
Our specialists met the requirements successfully. They automated sending emails to the customers at specific intervals. This helps the client to reduce the time and effort taken to manually send emails to each customer every time.
