Control Invoice
Emails
With the NetSuite Invoice Email Queue
The Invoice Email Queue
VIEW ALL
Invoices
On the Invoice Email Queue, view all elligible invoices that need to be emailed out. From this single page, you can bulk email invoices.
CUSTOMIZE
Invoice Emails
We’ll set you up with an invoice email template that meets your unique business needs. You can customize the email attachments as well.
FILTER/SORT
Results
On the queue, filter by date, subsidiary, or department and sort columns to view the exact data you need. You can choose to email only filtered results.
The Problem with Native NetSuite Invoice Email
Natively, NetSuite offers a couple main options for emailing invoices to customers. First, there’s the cumbersome process of sending invoice emails from each individual invoice record. Opening each NetSuite invoice record just to send an email can be incredibly time-consuming—especially for companies that process hundreds of invoices each week (or each day!).
Another option is to set up a workflow that automatically emails invoices. This method saves time, since users don’t have to go into each invoice record. But a serious downside of this method is that you can’t use any discretion in which invoices are emailed.
A Solution for Emailing Customer Invoices
Our NetSuite Invoice Email Queue is a custom solution that saves you time while also giving you the ability to be selective in which invoices are emailed. Invoices that meet certain criteria will be automatically added to the invoice queue.
On the queue, you can temporarily or permanently remove invoices you do not wish to email. You can also review and adjust the recipients of each invoice email. To email invoices in the queue that pass your inspection, select each invoice and send the invoice emails in bulk.
Invoice Email Queue Features
Customize the email template (wording, attachments, etc.)
Temporarily or permanently remove invoices from the queue
Deselect unwanted secondary recipients
Filter by date, subsidiary, and department
Sort columns
USER STORY
Emailing invoices shouldn’t be a full-time job.
But for one of our clients, it was.
Our client, a small-scale packaging company based in the United States, emailed all their invoices manually. When invoices were created in NetSuite, an employee would add the invoice number to an Excel document for approval. A manager used that Excel document to look up and approve prepared invoices.
And the manual process didn’t stop there! Approved invoices had to be emailed out. One employee would manually fill out an email template, attach relevant documents, and send out the emails—for every single invoice. This one process consumed most of that employee’s time.
Our prebuilt Invoice Email Queue cut that time to a fraction of what it was.
Now, approving invoices is an automated process that takes place right in NetSuite—no need for a cumbersome Excel document anymore! Approved invoices are funneled right into the Invoice Email Queue, where they can be quickly reviewed and emailed out. A customized email template ensures that each email automatically contains the appropriate text and attachments.
Our NetSuite Invoice Email Queue helped to ease the strain on our client’s employee resources, ensuring that their employees can focus instead on more essential business tasks.
Interested in the NetSuite Invoice Email Queue?
Here are your next steps:
Contact us to request a demo.
We’ll show you how the Invoice Email Queue works and answer your questions.
Sign our solution agreement and give us access to your account.
We’ll implement the solution and train relevant users on the solution.
Invoice Email Queue FAQs
Which invoices are added to the queue?
The solution package adds a dedicated subtab to customer and contact records that allows you to determine which customers’ invoices will be elligible for the Invoice Email Queue. Once this preference has been designated on the customer record, new invoices for that customer will be added to the Invoice Email Queue automatically.
When are invoices added to the queue?
This depends on your preferred process. If you do not require invoice approval, then any eligible invoices will be added directly to the queue after the invoice is created. If you do require invoice approval, then eligible invoices are added to the queue after they have been approved.
Do you offer post-implementation support for the Invoice Email Queue?
The Invoice Email Queue solution package includes free, unlimited post-implementation support if any of the original, core functionality breaks. Just shoot us a message or hop on a call with us to let us know what you need!
Who will I be working with?
You’ll be working directly with one of our in-house, US-based developers.