Multi-Subsidiary Statement Mailer
Replaces the native statement mailer, closing the gap in workflow-based statement solutions — sends all of a customer's required statements in a single email when they trade with more than one subsidiary.
WHO IT'S FOR
AR and credit control teams servicing multi-subsidiary customers who want one consolidated statement email instead of several per-subsidiary statements.
WHAT IT DOES
Replaces NetSuite's native statement mailer and closes a gap in workflow-based statement solutions: generates a single consolidated statement PDF across every subsidiary where a customer has a positive balance, then sends it as one merged email with all attachments — instead of a separate statement email per subsidiary. Refuses to send if there are zero attachments rather than silently sending an empty email.
DEPENDENCIES
Source reference — 2 Workflow Actions (no SDF objects)
- A Statement Binder custom record and related fields
- A customer back-reference field
- An email template and an attachment saved search scoped to the binder
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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