NetSuite Dunning Letters Solution

User Interface of Excelym’s NetSuite Dunning Solution

The solution helps streamline dunning, improve cash flow, and reduce manual follow-up efforts—all through an intuitive and user-friendly interface.

We understand that off-the-shelf dunning solutions often fall short of addressing the unique requirements of various companies, particularly in critical business scenarios and complex customer experience situations. To tackle these challenges, we have developed a tailored NetSuite dunning solution.

Our solution effectively solves the common limitations of NetSuite’s Dunning Letters SuiteApp. We offer businesses a flexible, robust, and efficient tool for managing their collections process. Additionally, we strive to make our solution accessible to a wide range of businesses by providing two scalable options: Basic and Advanced Dunning.

• A. NetSuite Dunning Basic

  Only $149 per month per NetSuite instance/account, prepaid annually. Perfect for organizations looking to automate collections and improve cash flow without adding administrative overhead.

  • Custom Recipient Fields – Ability to create other custom recipient fields in addition to native NetSuite recipient fields like email address.
  • Hierarchical Multi-Level Recipients – Configure multiple recipient levels (e.g., Billing Contact, AP Contact, Finance Manager, Parent Company, or other designated recipients) to support progressive collections and escalation workflows.
  • Multiple Delivery Methods – Send notices through various delivery approaches, including automated scheduled runs, manual bulk processing, or targeted ad hoc sends based on your business requirements.
  • Pre-Due Date Frequency Levels – Configure multiple reminder frequency levels before the invoice due date (e.g., 14 days, 7 days, and 1 day before due date) to proactively improve payment collection.
  • Friendly Reminder – Ability to send reminders prior to the due date in bulk or automatically.
  • Due Date – Ability to send invoices that are due today in bulk or automatically.
  • Last Level Dunning – Ability to send recurring notices after the last defined frequency level.
  • Attachment – Ability to attach a PDF file.
  • Subsidiary – Ability to configure dunning by subsidiary or across multiple subsidiaries.
  • Past Due Customer Record – Ability to send dunning notices to the parent company for all overdue invoices belonging to its child customers.
  • Consolidated Notifications for Last Level Dunning – Ability to consolidate multiple overdue invoices into a single notification when they share the same frequency level. A prerequisite is that all overdue invoices use the same aging bucket or email template.
  • Reporting & Forecasting – Reporting and forecasting capabilities are coming soon.

• B. NetSuite Dunning Advanced

  Only $179 per month per NetSuite instance/account, prepaid annually. Designed for organizations requiring more sophisticated collections communications and document management.

  Includes all NetSuite Dunning Basic features, plus:

  • Multiple Attachment – Supports sending multiple attachments within a single dunning notification.
  • File Merging & Compression – Automatically merges and compresses attachments to comply with NetSuite governance and attachment size limitations, enabling delivery of documents whose combined size exceeds 10 MB.

• One-Time Implementation Fee

  In addition to the recurring SaaS subscription, a one-time implementation fee of $1,999 for Basic or $2,999 for Advanced, applies for the initial setup, configuration, and deployment of the Excelym NetSuite Dunning Solution.

  Implementation begins in your NetSuite Sandbox environment for configuration and testing before being deployed to your Production account upon your approval.

  Additional customizations, if required, will be quoted separately based on your business requirements.

Advantages of an Automated Dunning Process

Suit Your Collections Strategy – Provide users with flexibility and customization allowing better monitoring and control of the collection process.

Improved Cash Flow – Quickly collect payments and reduce customer delinquency, resulting in improved cash flow.

Reduced Time – Cut the time spent on manually sending out reminders or collections notices which leads to a higher efficiency in the accounts receivable process.

Better Customer Experience – Give customers the opportunity to pay their bills on time, without having to worry about missing payment reminders or notices.