A challenge many businesses face is following up on unpaid invoices. Manual follow-ups take a considerable number of human work hours, and time is money! Lack of automation creates productivity and efficiency issues, hurts customer service, negatively impacts cash flow, Days Sales Outstanding (DSO) and growth. Built on the NetSuite platform, Bulk Email Invoices is designed to make your invoicing and collections process a breeze. Some of the main features of BEI are:
- Include Credit Memos.
- Attach Customer Statements.
BEI Multi-Attach Feature:
Instead of sending individual emails for each invoice, this feature allows us to send email with multiple invoices as attachments. In order to enable this feature check the SEND MULTI-ATTACH EMAIL checkbox in Bulk Email Invoice page before processing the emails.
Select required invoices, choose the appropriate email template, check the SEND MULTI-ATTACH EMAIL checkbox and click on the Process button.
Once the processing is complete, the sender will receive a confirmation email.
The customer will receive an email with multiple invoices attached as shown below.
BEI Include Credit Memo:
Using Bulk Email Invoices, we can also include credit memos by checking the Show Credit Memo checkbox as shown below. Use appropriate filters and click on the search button to obtain required credit memos along with invoices.
Now, select the required credit memos from the list, check the SHOW CREDIT MEMOS checkbox, choose the required email template and click on the process button.
After processing successfully, the customer receives an email with a credit memo attachment.
BEI Attach Customer Statements:
For customers who would like to check their statement with invoices, we can use the BEI Attach Customer Statements feature which is available to include customer statements with invoices. This feature is available by checking the Include customer statement checkbox which is available under actions section.
Initially use appropriate filters to get the invoice of the required customer then click on the Search button.
For including customer statement, there are three options:
- INCLUDE CUSTOMER STATEMENT – This is used when all the transactions (Either Open or Paid in Full) related to the customer should be displayed on the statement.
- INCLUDE CUSTOMER STATEMENT (ONLY OPEN TRANSACTIONS) – This is used when only open transactions related to the customer should be displayed on the statement.
- INCLUDE CHILD STATEMENTS – This is used when the customer statement should include the transactions of the child customer also(in case if the customer is parent)
Select the number of required invoices, check the required statement type checkbox, choose the desired email template and click on the process button.
After processing successfully, the customer will receive an email with an invoice(s) followed by a statement.
These are just a few of the many features of Bulk Email Invoices. To learn how you can automate your dunning processes, set up a consultation with us today.