DUNNING FOR NETSUITE _______________________
1. Dunning+ Overview (3mins)
2. BEWARE
How Businesses Mismanage
Automated Email Reminders
Relying solely on simple Netsuite workflows for automated email reminders can be risky. It's not enough to have just an automated schedule to send emails. Flexibility to stop, pause, or skip reminders based on the customer's situation is crucial to avoid inappropriate or untimely communications that may offend or irritate the customer. Successful Dunning may also require consolidating multiple invoices onto a single email communication, sending emails to multiple recipients, and providing options for notes, historical views, and reminders for follow-up by the A/R team. Without these functionalities, automated workflows can do more harm than good. That's why opting for a well-thought-out, pre-built solution if often the lowest risk approach.
The next video will show you how Dunning+ delivers this functionality.
3. The Walkthrough (6 mins)
4. The Details
Ditch the complexities of writing workflows and saved searches with our pre-built solution, Dunning+ from Lemon Martini. With Dunning+, you won't have to worry about the costs of creating it yourself as our pre-built solution is cost-effective and super fast to deploy. o why wait? Get Dunning+ today and streamline your AP/AR netting process, hassle-free!
Conveniently pre-configured to send your 30, 60 and 90 day invoice reminders automatically. Or let us customise your schedule for you. Bulk email any transaction on any schedule of your choosing.
Send your overdue-reminders to multiple people on the same email. Whether you are sending invoices or statements, our flexible recipient functionality allows reminder emails to be sent to individuals or multiple recipients.
The powerful Dunning+ email scheduler allows you to attach multiple overdue invoices to a single consolidated email - ensuring your customers never feel spammed.
With Dunning+ for NetSuite, we make it easy for you to manage your accounts receivables with ease and efficiency. Our powerful solution allows you to automatically attach statements with overdue reminder emails, ensuring that your customers receive all the necessary information they need in a timely and organized manner.
Conveniently record instant comments on any invoice or customer record. Review full note history from the control center - so they are on top of everything.
Notes are stored against each invoice (and each customer) so all your comments are easily available for access and review.
Every Dunning Reminder is stored and linked to each invoice - allowing you to quickly come up to speed on all follow up activity for that invoice.
The Dunning+ Email Scheduler takes care of sending thousands of reminder emails schedules. But our Dunning Control Center makes it easy to remember which invoices you planned to follow up today.
Easily manage the exceptions and exclude customers or specific invoices from the Dunning+ process. The Dunning+ Email Scheduler will take care of the volume of follow up reminder emails. However you remain in control, with the power to override the scheduled reminders if needed.
Keep alerted to customers and invoices that have been excluded or paused from Dunning+ Reminders.
4 mouse clicks is all it takes. Quickly see your receivables displayed by Region, Company, and Invoice. In seconds you can identify the invoices that have the customers and overdue invoices with the most impact on the business.
Our clever interactive charts quickly identify the outliers so you can focus on the invoices and customers who are having the most impact on your business.
Our out of the box reports are built to help you quickly get to the information you need.
Immediately know the status of each invoice. Simple, and easy to use, the Status can be progressed from Normal Dunning to Payment Confirmed to In Dispute to Write Off.
Designed to keep the implementation costs low, Dunning+ deploys in minutes.
Great Value for Money Contact Us Today
Imagine never having to manually send reminders for overdue invoices again! With Dunning+, sending reminders for multiple overdue invoices is as simple as a single click. Dunning+ automatically consolidates all overdue invoices into a single email, saving you time and hassle. Keep your cash flow healthy and your customers happy with Dunning+ from Lemon Martini.
Yep! We provide custom fields on invoice and customer records, that allow you enter multiple email addresses. Alternatively, if you have your own email fields that support multiple email addresses, we can use that instead. Multiple email addresses are supported in comma separated and semicolon separated format.
Of course. Either use the ones provided buy us, or use your own!
Yep. And you get to choose the length of the statement to be any length of time you want.
Sure can. Dunning+ allows you to stop the reminder emails from being sent on individual invoices or at the customer level. Stopping or pausing the reminders is as simple as the click of a button.
The default schedule is 30 60 90 days. However, we give you the ability to create any email schedule that you want.
Sure can!
Absolutely!
Yes - every reminder email, is stored against the invoice in question. So with one mouse click, you can see all the reminders you have sent for that invoice.
Yes. We ship 30 60 90 as the default schedule. However, we can also help you with 7 14 21 - usually at no cost. If you have custom requirements, we can accommodate them for a small and reasonable fee.
Yes. Every scheduler can be executed immediately.
This is a great question! There are number of checks and balances we use to ensure we only send the reminder once. We understand that you don't want to send the 30 day reminder, every day for the same invoice.
As many as you want - However, we want to speak with you first, so you know how to do it properly. Or if you prefer, we can create the schedules for you.
As many as will fit under the size limitation of NetSuite. For example, we have consolidated 200 invoices to a single email, without issue - on the condition that the total size of the email will be under the email gateway limitations.
As many as you want! For example, a monthly schedule to send statements, reminder schedules for 30 60 ort 90 days overdue and send all invoices in a batch on the day they are created. There is no practical limit.
A subscription, and you can pay monthly or yearly (or on a custom schedule if you prefer something else).
Dunning+ is provided as a NetSuite Bundle. That's why its so fast to deploy and so easy to use. We have pre-built the workflows, saved searches and email-schedulers for you - saving you time and money. However, if you want it customized, we can help you with that.....for a fee.
If you are not happy with it, let us know in writing and we will refund you the unused portion of your annual license.
11am to 5pm USA Pacific Time and
9am to 4pm Aussie Eastern Time