Overdue Balances and Collections

We are able to locate clients who owe money and get in touch with them regarding payment by using the NetSuite linked customer and payment records.

To send collection notices in bulk:

1. Create a group with a new search for customers with overdue balances at Lists > Relationships > Groups > New.
2. On the Create Group page, select Dynamic and include customers in the dropdown.
3. Create a name for this group, such as Customers Overdue 30 Days.
4. In the Saved Search field, select New to create a new search to define this group. You can use the following filters and criteria:
   • Overdue Balance: Is greater than 0
   • Transaction Fields: Days Overdue: Is greater than or equal to 30
   • Global Subscription Status: Any of Confirmed Opt-In and Soft Opt-In.
5. Click Save. Your search is now saved, and the Customer Group page opens so that you can complete your group.
6. Click Save.
7. Create a template for your collections notice.
8. Create a bulk merge to send or create all collection notices at Documents > Mail Merge > Bulk Merge.

To send an individual collection letter:

1. View the overdue invoice.
2. Click the Communication subtab.
3. Click the button for the type of message you want to send.
4. In the message window, click the Message subtab.
5. Select the collections letter template in the Template field.
6. Click Merge & Send.

To view the dashboard for a customer, go to Lists > Relationships > Customers, and click the View Dashboard icon next to the customer’s name.