ANS-1339 · PRINTING, PDF & EMAIL TEMPLATES
How to Automate Year-End Transaction Summaries for Customers via Email in NetSuite?
NetSuite users can leverage saved searches with email alerts to automatically send personalized year-end transaction summaries to each customer.
Short answer
To send mass year-end transaction summaries to customers in NetSuite, create a transaction saved search. Configure the email alert to dynamically select customer names as recipients, set a yearly schedule for delivery, and customize the message format, such as sending as a PDF attachment. This automates the distribution of personalized summaries.
Scenario
Organizations often need to provide their customers with a comprehensive summary of their transactions at year-end. Manually generating and distributing these summaries for each customer can be a time-consuming and inefficient process. A solution is required to automate the mass emailing of these personalized transaction summaries directly from NetSuite.
Solution
To automate the mass emailing of year-end transaction summaries to individual customers, a transaction saved search with an email alert can be configured in NetSuite.
Under the 'Recipients' tab, select 'customer name' from the 'Recipients from Results' dropdown to ensure dynamic recipient selection for each customer.
Navigate to the 'Schedule' tab, choose 'yearly event', and specify the exact date on which the email should be dispatched.
In the 'Customize Message' tab, select the desired format for the summary, such as 'Send as PDF', to attach the transaction summary as a PDF document.
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