How to Enable Customers to Access Invoices and Statements in NetSuite

How to Enable Customers to Access Invoices and Statements in NetSuite

📌 When customers lack easy access to invoices or statements, the collections process slows down. Manual follow-ups increase, while customer satisfaction drops. By enabling self-service access through Oracle NetSuite, finance teams can improve efficiency, shorten payment cycles, and reduce back-and-forth communication.

Steps to Enable Customers to Access Invoices and Statements in NetSuite

Step 1: Enable Customer Access and Payment Features

• Go to Setup > Company > Enable Features
  
  
• Under the Transactions subtab, check the “Credit Card Payments” box to allow online invoice payments
  
  
• Under the Web Presence subtab, enable “Customer Access”
  
  
• Click Save to apply these changes

• Then go to Setup > Accounting > Preferences > Accounting Preferences
  
  
• Under the Items/Transactions subtab, check “Customers Can Pay Online”
  
  
• Save the changes again to finalize the setup

Step 2: Configure Customer Records for Portal Access

• Open a Customer Record and navigate to the Access subtab
  
  
• Assign a Customer Center Role to define what the customer can view or do
  
  
• Ensure a valid email address is listed for the customer
  
  
• Grant login access to invoices, statements, and payment features
  
  
• Use the “Log in as customer” option to preview their access after saving
  

Step 3: Generate and Share Customer Statements

• Go to Transactions > Customers > Generate Statements or use Individual Statements
  
  
• Enter the desired Statement Date
  
  
• Select the customer and choose a Statement Form, such as the Standard Statement
  
  
• Customize the form if needed to show invoice groups or layout preferences
  
  
• Email the statement directly from the statement generation page or the customer record

Step 4: Email Invoices and Statements with Payment Links

• Use NetSuite’s Payment Link feature to include payment options directly in the invoice email
  
  
• Customize the email template, invoice format (HTML or PDF), and any attachments
  
  
• Invoices and statements can also be sent directly from the Customer Record, streamlining delivery

Step 5: Explore Additional Tools and Tips

• Use SuiteApps such as PortalGen to build custom self-service portals for customers
  
  
• Track portal usage and customer activity through NetSuite Reporting Tools
  
  
• Ensure proper security protocols are in place to protect sensitive financial data

Pro tip: Growfin’s plugin enhances customer management by creating a seamless invoice and statement experience. Customers can access real-time updates, view payment status, and act immediately, helping your team get paid faster. To learn more check out the Bridging the Receivables Efficiency Gap: Going beyond NetSuite webinar!

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