NetSuite Tutorial | Attach Statements to Dunning Templates

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In this video, I dive into the "Attach Statement" option in NetSuite's Dunning Templates. This feature allows you to include a customer statement in the Dunning Letters.

Here's what I'll cover:
👉 Attaching Customer Statements: Learn how to attach customer statements to Dunning Letters, with options to show only open transactions and select a custom statement form.
👉 Statement Start and End Dates: Discover how to set the start date relative to the Dunning Evaluation Day, including the ability to use negative numbers for flexibility. I'll explain how to set the statement date, marking the end of the period for included transactions.
👉 Dunning Schedule and Evaluation: Understand the role of the Dunning Evaluation Day and how it's defined when setting up your dunning schedule. This information is key to ensuring your Dunning Letters reflect accurate customer transactions.

If you missed the previous video where I created the template, be sure to check it out.


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