Automate overdue invoice follow-ups with scheduled email reminders directly from NetSuite—boost collections, reduce DSO, and free up your A/R team.
SKU :PRNSOIM01
Last Update :April 2025
Support for :NetSuite ERP (All Editions), A/R Module, OneWorld Compatible
Implementation time :3 Business Days
Overdue Invoice Management
Implementation time: 3 Business Days
Overview
Let NetSuite Follow Up on Invoices So You Don’t Have To
This plug-and-play automation script sends follow-up emails to customers with overdue invoices at predefined intervals (e.g., 7, 14, 30 days past due). With no manual effort needed, your finance team gets consistent, branded reminders sent directly from NetSuite—keeping collections on track and customers in the loop.
Features
Hands-Free Collections with Scheduled Email Workflows
This tool runs on a schedule, filters overdue invoices, and auto-emails the right customers with accurate details and a professional touch.
Automated Invoice Reminders
Scheduled emails go out based on overdue aging—7, 14, 30, or any custom threshold you define.
Invoice PDF Attachment
Each email includes the correct invoice details—optionally as a PDF or embedded summary—so customers can act immediately.
Smart Filtering
Only unpaid invoices are targeted, and logic can exclude internal customers, zero balances, or disputed transactions.
Fully Configurable Intervals
You define how often the script runs and what logic determines who gets notified and when.
Custom Email Templates
Creates branded email templates with the proper messaging. Pre-populated invoice details with no need for manual data entry. Supports both HTML and plain text formats.
Overdue Reports
Offers complete real time visibility with focus on invoice aging. Generates aging reports by customer, invoice amount, and days past due. Exports reports to executive dashboards.
Conditions Apply
Deployment Requirements
Email templates must be set up in NetSuite prior to deployment.
Invoice aging fields should be properly maintained.
Email contacts must exist on customer records.
Schedule configuration is included (daily, weekly, etc.).
Benefits
AR Automation That Actually Pays Off
This tool is ideal for companies looking to reduce manual effort, improve collections consistency, and maintain a customer-friendly communication tone.
Accelerate Cash Collection
Follow up on every overdue invoice.
Reduce Days Sales Outstanding (DSO).
Minimize revenue leakage.
Eliminate Manual Chasing
No more tracking follow-ups in Excel.
AR team focuses on escalations, not reminders.
Fully automated, zero maintenance.
Maintain a Professional Touch
Customizable email templates.
Consistent branding & language.
Supports soft tone or firm escalation as needed.
Live Inside NetSuite
No external tools or portals.
Native Map/Reduce for stability.
Logs & traceability within NetSuite.
FAQ
Common questions answered
Can I customize the aging intervals?
Yes, you can define when emails are sent—7, 14, 30 days, or any other values that fit your policy.
Does this attach the actual invoice?
Yes, it can attach a PDF invoice or include the invoice details in the body—your choice.
What if a customer has multiple overdue invoices?
Emails are grouped logically.
Can I exclude certain customers?
Yes, exclusions based on customer groups, classes, or statuses can be built into the logic.
How is this deployed?
It’s installed as a NetSuite SuiteScript (SDF) project, tested in your sandbox, and scheduled to run via NetSuite’s task scheduler.
Will it work with my existing NetSuite modules?
Yes, it integrates with your existing NetSuite modules. It works with
Accounts Receivable (A/R) Module – All standard AR functionality remains intact
Collections Management – Works with your collections workflows and escalation processes
Customer Records – Reads customer contact information, billing addresses, and payment terms directly from your customer records
Email Templates – Leverages NetSuite's native email template system for consistent branding
OneWorld – Supports multi-subsidiary deployments
All NetSuite Editions – Works with Standard, Professional, and Enterprise editions
How easy is it for my team to learn?
Yes, it is very easy to learn for your team. It requires minimal training and an intuitive setup with no need for coding or high end coding knowledge. It also comes with a clear reporting section that is easy to understand.
Testimonials
See what all the talk is about
It has been a pleasure working with the Jobin and Jismi team. Your professionalism, responsiveness, and commitment to delivering high-quality services have been commendable. Your team has consistently delivered outstanding results with efficiency and attention to details. The support has added real value to our operations. We look forward to continuing our collaboration on future projects.
The team responded thoroughly and in a detailed way to understand our needs. Their communication was excellent throughout, keeping us consistently updated from start to finish. They provided expert-level NetSuite development tailored to our complex business use cases, while also customizing a new Magento instance to meet our unique requirements. The new website now handles high traffic and provides greater visibility. We found Jobin & Jismi to be easy to work with, highly knowledgeable, and incredibly professional.
Ahmed JVice President, SSI Group, Baltimore, Maryland
We have been working with Jobin & Jismi since 2023. What began as a project for customizing our NetSuite Advanced PDF forms has evolved into a full-service development partnership.
J&J has extended the functionality of many of our existing customizations, as well as created many new customizations across the spectrum of complexity. They have always delivered what was requested. Regular communication, a skilled team, and always being willing to work with us on improving our collaboration processes are the reasons it's easy for me to recommend J&J.
Alex ThompsonGlobal Information Technology Director, IBS Electronics Group, Santa Ana, California
Jobin & Jismi's outstanding project management skills are a unique aspect of their service. What stood out most about Jobin and Jismi was their exceptional commitment to excellence and customer satisfaction. Their level of expertise and professionalism in handling our NetSuite ERP implementation was truly impressive. The team was consistent in meeting project milestones, and their commitment to deadlines allowed us to experience the benefits of the new system sooner than anticipated.
Anil MalhiDirector of Web Development & IT, Airport Home Appliance, Hayward, California
We have worked with Jobin and Jismi IT on a few projects involving NetSuite and Celigo integrations, and our experience has been very positive. The projects were delivered within our budget and aligned well with our expectations. Their team is highly knowledgeable, responsive, and easy to work with. They helped us implement solutions significantly faster than we would have been able to accomplish internally. We would not hesitate to work with them again in the future.
Beth VisscherChief Operating Officer, ElliptiGO, Inc.GIBBON, North America, Inc.
Pure Care has partnered with J&J for over 10 years for NetSuite/IT support. They are a great company to work with, providing timely solutions. They are always available to hop on a call in the late hours of night or early hours of the morning when something needs resolving urgently.
Braden RidewoodCustomer Care Manager, Pure Care Inc, Edmonton, Canada
We have been working with Jobin and Jismi for several years now, and their support for our NetSuite environment has been consistently reliable and high-quality. Their team is consistently responsive, knowledgeable, and professional. Whether it's day-to-day troubleshooting or assistance with new developments, they always deliver timely and effective solutions. Their deep understanding of NetSuite and commitment to client success have made them an invaluable partner in our business operations.
Harry ZopposABL Group – Senior Business Systems Analyst
Jobin & Jismi came on board at a critical moment — two system integrations were in final UAT when our SuiteSuccess contract expired and NetSuite proposed a significant cost increase to continue. Their team ramped up quickly, resolved outstanding issues, managed retesting, and shepherded both projects through sandbox-to-production migration without missing a beat. Both integrations went live successfully and on time.
What began as a rescue engagement has grown into an ongoing partnership we rely on. From automations and custom reporting to feature rollouts and release impact analysis, J&J consistently delivers detailed, high-quality work with transparent project management. Our lead engineer and primary point of contact, Anila George, exemplifies everything we value in a partner — organized, thorough, and genuinely responsive.
For any NetSuite team evaluating support partners, I'd recommend Jobin & Jismi without hesitation.
Jeff KennedyVP Corporate Controller, CommerceIQ, Mountain View, California
We have worked with Jobin and Jismi consultants since November of 2024. They have served as a crucial technical expert in the customization of our NetSuite invoicing and integrated pdf creation. Even more importantly, they were crucial in the development of a tariff tracking tool that allowed us to implement line-item surcharges. Their work was quick and timely enough for us to have a system of capturing added fees in a stressful time frame. We could not have done this on our own and were not prepared to pay the cost of added contracts with our ERP provider. Jobin and Jismi have a great team who can drill into the details of a production account and do the work without disrupting the rest of the work environment.
Kevin KehusGeneral Manager, Chesapeake Coffee Roasters
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