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NetSuite Transaction Emailer

Automate the processing and sending of transaction and statement PDFs.
Compatible with: NetSuite, NetSuite OneWorld
Pricing: Price on application
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NetSuite Transaction Emailer overview

Emailing transaction and statement PDFs individually is time-consuming. NetSuite Transaction Emailer eliminates manual efforts by allowing bulk processing of transactions like customer invoices. Users can review, filter, and email PDF documents in batches, streamlining the workflow.

NetSuite Transaction Emailer features

Automate batch emailing of transaction PDFs, apply templates, and make use of flexible criteria for segmenting and sending.

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Eliminate one by one sending
Save time by automating the emailing of transaction and statement PDF’s in batches.
Flexible criteria options
Segment statement batches by date range, customer, subsidiary or other specified criteria in NetSuite searches. Statements can also be consolidated by parent.
Batch sending
For statement management, process and email statements to multiple customers in batches.
Templates applied automatically
Automatically apply NetSuite email templates to each email as it is processed.
Automate document generation
Automatically generate HTML or PDF document formats for transactions being processed, and add additional attachments to each email.

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