In the healthcare sector, timely follow-ups on unpaid invoices are crucial for maintaining cash flow and ensuring operational efficiency. However, manual follow-ups can be time-consuming, draining valuable resources and detracting from patient care. Tvarana’s Bulk Email Invoices SuiteApp, built on the NetSuite platform, streamlines the invoicing and collections process, significantly enhancing productivity. With features like an interactive dashboard, multi-invoice attachments, and automated follow-ups on open invoices, Bulk Email Invoices eliminates inefficiencies that can negatively impact Days Sales Outstanding (DSO) and overall growth.
EMAIL AUTOMATION FEATURE:
The Email Automation feature is used to send emails to customers automatically based on Invoice due date.
- To start scheduling the automation process Initially navigate to the BEI configuration page and check the “START AUTOMATION PROCESS” checkbox.
- Based on the requirements, set up the configuration page.
- Enter “NO OF DAYS BEFORE DUE DATE” AND “NO OF DAYS AFTER DUE DATE” to send emails to the customers.
- Choose appropriate email templates in the “EMAIL TEMPLATE BEFORE” field to send emails before the Due Date on Invoice.
- Select the Email templates for four dunning levels in the Follow-up configuration section.
- The four dunning levels with different email templates will be triggered automatically as per frequency setup in the “FREQUENCY OF REMINDER AFTER DUE DATE” field.
- Exclude Partial paid invoices by Checking the checkbox “EXCLUDE PARTIALLY PAID INVOICES”.
- To include a customer statement, check the “INCLUDE CUSTOMER STATEMENT” checkbox.
- To include a customer statement with only open transactions, check the “INCLUDE CUSTOMER STATEMENT(ONLY OPEN TRANSACTIONS)” checkbox.
- To include the transactions of the child customer check the “INCLUDE CHILD STATEMENTS” checkbox.
- The “THRESHOLD AMOUNT” value can be set so the emails will be sent to customers only if the due amount exceeds the threshold amount.
- Click on the Submit button to save the modified configuration.
By integrating the Email Automation feature within the Bulk Email Invoices SuiteApp, healthcare organizations can effortlessly manage their invoicing processes. This automation allows for timely email notifications based on invoice due dates, reducing the burden on staff and improving customer service. With customizable templates and flexible configurations, you can tailor your communications to suit your needs. Interested in learning more about the Bulk Email Invoices has to offer? Schedule a consultation with us today!
