- Step 1: Navigate to the Customers Page.
First, you need to access the list of your customers. To do this, navigate to Lists > Relationships > Customers on your NetSuite dashboard.
- Step 2: Create a New Email
Once you’re on the Customers page, click on Create New. This will open a new window where you can create your email.
- Step 3: Choose Email
In the new window, select Email from the options provided.
- Step 4: Define Recipients
Now, you need to choose who will receive the email. Click on the Recipients tab to do so. From here, you can select the primary recipient and any additional recipients, if necessary.
- Step 5: Craft Your Message
After you’ve selected your recipients, it’s time to write your message. Click on the Message tab to start crafting your email.
Remember to keep your language clear and professional. Include all necessary details about the customer statement in your message.
- Step 6: Attach the Statement
Next, you need to attach the customer statement to the email. To do this, click on the Attachments tab. Here, you’ll find an option that says Include Statement.
Check this box to attach the statement to the email.
We’ll also need to set the Statement Date and the Start Date. These dates will define the period that the statement covers.
Remember to choose PDF as the file type for the customer statement. This format is universally accepted and can be easily opened by your customers.
- Step 7: Merge & Send
Once you’ve completed all previous steps, it’s time to send your email. Click on the Merge & Send button to do this. This will automatically send the email to the recipients you’ve selected.
