In NetSuite, you can generate customer statements to provide your customers with a summary of their account activity, including invoices, payments, and other transactions. Here are the steps to create a customer statement in NetSuite: Log in to your NetSuite account using your credentials. Open the customer record. Click on generate statement under actions Enter… Continue reading Customer Statement
Tag: Customer Statement
Customer Statement date consideration
Customer Statement date consideration
Error in Printing statement when Multiple Currency enabled
If you are printing customer Statements using customized pdf templates. Then after enabling the Multiple currency, when you try to print the customer statement using the earlier customized pdf template, it will throw an error . If this feature is enabled in your account, a specialized template is available for printing statements for customers that… Continue reading Error in Printing statement when Multiple Currency enabled
Add corresponding Invoice Balance in Customer Statements
//info: CDU-949 In most cases, statements are generated based on records such as INV, Credit Memos, and Payments.The system counts the credits and overpayments on top and displays the results in the Balance field. Solution:We have created another column for showing the balance for each row.
Automatic Statements Proposal
 Sending of Automatic Statements to customers who have an outstanding balance Proposal summary The requirement was to send automatic statements to customers monthly to remind them about their overdue payments. The solution we are planning is to create a scheduled workflow which will send the statements automatically to the customers who have an outstanding balance… Continue reading Automatic Statements Proposal
Customer Statement using Mapreduce script
The statement will be emailed to the corresponding customer’s contacts that have “Email Invoices” checkbox checked if there is a balance for that customer.
Show all open transaction on the customer statement
Show all open transaction like payments, credits etc. on customer statement.
Customer Statement print
This article shows the customer statement print and how to remove the balance forward in the print out.
Send Customer Statement as Excel
Sending Customer Statement as excel file.