Credit and Payment Wizard
Lets AR teams process and apply unused credits and payments across the business from a single screen.
WHO IT'S FOR
AR and collections teams doing bulk credit and payment application against open invoices, who need faster mass-application than NetSuite's native one-at-a-time application screens.
WHAT IT DOES
Lets AR teams process and apply unused credit memos and payments against open invoices across the business from a single guided screen, instead of NetSuite's native one-at-a-time application process — built for faster mass-application when there's a backlog of unapplied credits and payments to clear.
DEPENDENCIES
Source reference — 1 Suitelet + 1 Client Script (no SDF objects)
- A custom “has apply targets” checkbox field on Credit Memo/Customer Payment
- Two saved searches (open credit memos, open customer payments)
WHAT IT COSTS
From £75/mo
Priced by tool complexity, with a one-time buyout option for accounts that prefer it. Talk to us for a quote specific to this tool.
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