80%
Time savings reported in invoice processing for clients
5x
Faster payment processing achieved
100%
Flexible date range selection for invoice consolidation
About
Client
Business
E-commerce Growth
The client is a fast-growing e-commerce company managing a large volume of transactions with multiple customers.
Invoice Overload
They needed an efficient way to consolidate numerous invoices generated over specific timeframes into a single, easily manageable format.
Operational Streamlining
The objective was to streamline invoice generation to minimize manual intervention, reduce errors, and improve customer experience.
Our Solutions
We delivered a custom-built NetSuite solution for consolidated invoicing, tailored to the client’s needs:
SuiteLet Interface Development
Developed a user-friendly SuiteLet interface for selecting invoices based on customizable parameters, allowing users to combine multiple open and unpaid invoices into a single consolidated invoice.
Timeframe and Client Filters
Implemented filters in the SuiteLet interface for selecting specific clients and defining the date range for consolidating the invoices.
Custom Record for Invoice Management
Created a custom record system to store both individual and consolidated invoices, making it easy for users to access and manage all invoice data in one place.
PDF Invoice Generation
Generated PDF files for consolidated invoices with a detailed summary of transactions, providing customers with a comprehensive overview of their purchases.
Challenges
Several challenges were addressed during the implementation:
Data Consolidation
Ensuring accurate data consolidation from multiple open invoices while maintaining clarity and detail in the final consolidated document.
Flexibility in Invoice Selection
Designing an intuitive interface for selecting invoices based on specific criteria such as date range and customer type.
Seamless Integration
Ensuring seamless integration of the new consolidated invoicing functionality within the existing NetSuite system without affecting other processes.
Results
The consolidated invoicing solution provided several tangible benefits for the client:
Simplified Invoice Management
The ability to consolidate multiple invoices into one greatly reduced the administrative workload and made it easier for the client to manage their invoicing process.
Improved Payment Processing
Customers received one comprehensive invoice for multiple purchases, simplifying payment processes and enhancing the overall user experience.
Enhanced Flexibility
The client could easily customize invoice consolidation by selecting the desired date range and customer segments, ensuring greater control over the invoicing process.
Operational Efficiency
By reducing manual tasks and the potential for errors, the solution allowed the client to focus on higher-value activities while maintaining an organized invoicing structure.
