Bulk Email Invoices: NetSuite Dunning Automation

Efficiency and productivity are crucial in maintaining a competitive edge, especially in the construction sector where finance and accounting play a vital role. Companies are continually seeking innovative solutions to streamline operations and maximize productivity. Accounting professionals in construction face the challenge of managing complex financial processes while delivering accurate and timely results. Tvarana’s Bulk Email Invoices SuiteApp is a powerful AR automation tool designed to transform how industries including the construction sector handle their NetSuite invoicing processes. The Bulk Email Invoices SuiteApp offers a comprehensive solution that streamlines and automates the invoicing workflow, allowing accountants to save time, eliminate manual errors, and enhance productivity. One unique feature that Bulk Email Invoices or BEI offers is the ability to manage invoice follow-ups by sending automated dunning emails to customers before and after the due dates, based on user specification. This can be done either through automation, or manually. In this blog, we will explore how Tvarana’s Bulk Email Invoices SuiteApp empowers businesses with features like dunning automation that saves time and manual efforts for finance teams.

Dunning Automation for Smoother Payments

To begin, navigate to the BEI configuration page

On this page, you can set up the dunning process by configuring the following options:

• Email Template: Choose the appropriate email template for different follow-up options.
• Define no. of days: Specify the exact number of days when the follow-up should be activated.
• No. of days before/after: Select whether the follow-up should be activated before or after the due date.
• Exclude weekends: Decide whether weekends should be included or excluded when counting the number of days.
• Automated: Indicate whether the follow-up option should be automated or not.

After configuring the options, click on Submit. A back-end script will execute, sending follow-up emails to the customer's email address.

How to set up manual payment follow up on Tvarana's Bulk Email Invoices SuiteApp

To manually follow up on open invoices, follow the steps below:

• Navigate to the Bulk Email Invoices page.
• Under the Main Filters section, you will find the "FOLLOW UP" field and the "EXCLUDE WEEKENDS" checkbox.
• The "FOLLOW UP" field allows you to choose the follow-up option value
• By checking the "EXCLUDE WEEKENDS" checkbox, weekends will be excluded when counting the number of days.
  • Use the "FOLLOW UP" field to get results based on the follow-up configuration.
  • Select the appropriate value for the "FOLLOW UP" field and click on the search button. This will display the invoices that match the follow-up option criteria.
• Select the desired invoices and click on the PROCESS button.
• The BEI follow-up emails will then be sent to the selected customer's email address.

In summary, Tvarana’s Bulk Email Invoices SuiteApp is a game-changer for accounting professionals in the construction industry looking to optimize their invoicing processes. By automating invoice generation, reducing errors, and providing customizable follow-up options, this SuiteApp enables greater efficiency and accuracy in financial management.

To learn more about BEI, set up a consultation with us today.