In the fast-paced IT and ITES industry, managing open invoice follow-ups is critical, especially when clients may not clear their payments regularly. Timely communication is essential, not just for financial health but also for maintaining strong client relationships. That’s why we developed the Bulk Email App—a powerful tool within the NetSuite ERP designed to streamline the emailing and tracking of multiple invoices. Leveraging Suitelet technology, this app significantly enhances processing speed, allowing your team to handle bulk invoices efficiently.
Key features of the Bulk Email App:
- The bulk email app can be used to sort and select up to 300 invoices (open or closed) in a single instruction. This functionality helps when analyzing the details of all invoices that are open from a particular customer so that informed decisions can be made by the Accounts team before delivering new orders to that customer.
- All invoices that can be seen on the screen (maximum of 300 invoices) can be mailed out to up to 10 members (or 10 emails can be sent) simultaneously. This saves time since users do not have to send emails individually to suppliers, distributors, or other stakeholders.
- Invoices or documents can be mailed as attachments in various formats, such as PDFs, which makes it easy for users to save, read and print the document as per their convenience.
- The bulk email app has a lot of options to filter open invoices based on different criteria. Some options to filter the invoices are as shown below :
- Filter invoices by customer name
- Filter invoices by department
- Filter invoices by location
- Filter invoices by date range, where a user can manually select the start date and end date
- Filter invoices by the status of the invoice i.e user can filter invoices that are either open or closed
- The bulk email app helps track emails related to open invoices and keeps the user updated on the status of these invoices (unlocked invoices can be tracked). This is a time-saving feature that allows the sales team to focus on new orders.
- The bulk email app provides multi-attachment functionality. Users can attach multiple invoices to the same mail rather than sending one mail per invoice. Our customers found that this feature was much more convenient and a time saver!
- The bulk email app supports a filter functionality called the exclude invoice functionality. Here, the user can mark and exclude all invoices that are irrelevant for the current sorting purpose. Suppose, within the list of all invoices, you do not currently wish to consider the invoices of ABC company. With the exclude functionality, you can mark all those invoices and exclude them. After executing the exclusion process, all invoices of ABC company will be removed from the screen (invoices will not be deleted permanently) and you can use all available filter options to sort the remaining invoices as per your requirements.
As a leading cloud ERP solution, NetSuite empowers your business with the tools it needs to thrive. At Tvarana, we understand the unique challenges of the IT/ITES sector, offering tailored NetSuite implementation and support services to fit your specific requirements. With over a decade of experience and a dedicated team of in-house experts, we’re committed to helping you optimize your ERP system for success.Curious to see how the Bulk Email App can transform your invoice management? Schedule a demo with us today!
