NetSuite provides options to print customer statements in bulk or individually. This guide walks through both processes, along with notes on customizing email senders and setting up preferences for automated bulk emailing. Bulk Printing Statements Follow these steps to print multiple statements at once: Navigate to the Bulk Print Statements Page Go to either: Customers… Continue reading Bulk and Individual Statement Printing in NetSuite
Tag: customer statement email
Sending Customer Statement to multiple emails at the same time.
We looked into sending statements to multiple users directly from the Generate Statements page and discovered that NetSuite doesn’t offer a standard feature to include multiple users as recipients from that page. Instead, we can send statements for the respective customer directly from the customer record using the “Email” button in the Communication subtab. After… Continue reading Sending Customer Statement to multiple emails at the same time.
Email Customer Statements Directly from NetSuite
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… Continue reading Email Customer Statements Directly from NetSuite
From address for customer statement email
Questions We have found one option in Netsuite to set the from email address of emails. Setup -> Company -> Email Preference -> under Transaction sub-tab -> FROM ADDRESS FOR EMAILED FORMS, 1. Company Return Email Address – Email is sent from the address you enter in the Return Email Address field at Setup >… Continue reading From address for customer statement email