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Overdue Invoice Management

Automate overdue invoice follow-ups with scheduled email reminders directly from NetSuite—boost collections, reduce DSO, and free up your A/R team.

  • SKU :PRNSOIM01
  • Last Update :April 2025
  • Published :08 Apr 2025
  • Support for :NetSuite ERP (All Editions), A/R Module, OneWorld Compatible
  • Implementation time :3 Business Days

Overdue Invoice Management

Overview

Let NetSuite Follow Up on Invoices So You Don’t Have To

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This plug-and-play automation script sends follow-up emails to customers with overdue invoices at predefined intervals (e.g., 7, 14, 30 days past due). With no manual effort needed, your finance team gets consistent, branded reminders sent directly from NetSuite—keeping collections on track and customers in the loop.

Features

Hands-Free Collections with Scheduled Email Workflows

Built on NetSuite’s Map/Reduce architecture, this tool runs on a set schedule, filters overdue invoices, and auto-emails the right customers with accurate details and a professional touch.
Automated Invoice Reminders

Scheduled emails go out based on overdue aging—7, 14, 30, or any custom threshold you define.

Invoice PDF Attachment

Each email includes the correct invoice details—optionally as a PDF or embedded summary—so customers can act immediately.

Smart Filtering

Only unpaid invoices are targeted, and logic can exclude internal customers, zero balances, or disputed transactions.

Fully Configurable Intervals

You define how often the script runs and what logic determines who gets notified and when.

Conditions Apply

Deployment Requirements

  • Email templates must be set up in NetSuite prior to deployment
  • Invoice aging fields should be properly maintained
  • Email contacts must exist on customer records
  • Schedule configuration is included (daily, weekly, etc.)
Benefits

AR Automation That Actually Pays Off

This tool is ideal for companies looking to reduce manual effort, improve collections consistency, and maintain a customer-friendly communication tone.
Accelerate Cash Collection
  • Follow up on every overdue invoice
  • Reduce Days Sales Outstanding (DSO)
  • Minimize revenue leakage
Eliminate Manual Chasing
  • No more tracking follow-ups in Excel
  • AR team focuses on escalations, not reminders
  • Fully automated, zero maintenance
Maintain a Professional Touch
  • Customizable email templates
  • Consistent branding & language
  • Supports soft tone or firm escalation as needed
Live Inside NetSuite
  • No external tools or portals
  • Native Map/Reduce for stability
  • Logs & traceability within NetSuite
FAQ

Common questions answered

Can I customize the aging intervals?

Yes, you can define when emails are sent—7, 14, 30 days, or any other values that fit your policy.

Does this attach the actual invoice?

Yes, it can attach a PDF invoice or include the invoice details in the body—your choice.

What if a customer has multiple overdue invoices?

Emails are grouped logically.

Can I exclude certain customers?

Yes, exclusions based on customer groups, classes, or statuses can be built into the logic.

How is this deployed?

It’s installed as a NetSuite SuiteScript (SDF) project, tested in your sandbox, and scheduled to run via NetSuite’s task scheduler.

Testimonials

See what all the talk is about

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Jobin & Jismi's outstanding project management skills are a unique aspect of their service. What stood out most about Jobin and Jismi was their exceptional commitment to excellence and customer satisfaction. Their level of expertise and professionalism in handling our NetSuite ERP implementation was truly impressive. The team was consistent in meeting project milestones, and their commitment to deadlines allowed us to experience the benefits of the new system sooner than anticipated.

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Anil MalhiDirector of Web Development & IT, Airport Home Appliance, Hayward, California
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Their openness, prompt communication, and skilled execution ensured our project was completed smoothly, on time, and within budget. The transition of our site was flawless, with no loss of customer connectivity. Manuals were provided for both users and programmers after the site was created. The team was proactive, offered logical suggestions for improvement, and provided clear, reasonable estimates of what each additional step would cost. This was one of the best teams I've worked with in my 23 years in dentistry and 13 years using NetSuite.

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Steve PardueManaging Member, Elevate Oral Care, West Palm Beach, Florida
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We couldn’t be happier with Jobin and Jismi IT Services. We will continue to work with Jobin and Jismi IT as this is the smoothest development project we’ve ever experienced. The team has truly grasped what we wanted to deliver. They work tirelessly to ensure deadlines are met.

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Paul BolteExecutive Vice President, TrustBridge Global Foundation, Switzerland
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The team responded thoroughly and in a detailed way to understand our needs. Their communication was excellent throughout, keeping us consistently updated from start to finish. They provided expert-level NetSuite development tailored to our complex business use cases, while also customizing a new Magento instance to meet our unique requirements. The new website now handles high traffic and provides greater visibility. We found Jobin & Jismi to be easy to work with, highly knowledgeable, and incredibly professional.

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Ahmed JVice President, SSI Group, Baltimore, Maryland
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The collaboration with the team has produced good results, ensuring the company can offer excellent solutions to its large customers. They were always responsive, quick, and knowledgeable, managing the project effectively throughout. They’ve become a trusted key partner of ours after continuously delivering valuable services.

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Mark Skorpil COOOneSource IML Golden, Colorado
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