NetSuite Tutorial : How to Automatically Email Multiple Invoice Recipients

Quick overview of how to configure NetSuite to automatically email multiple invoice recipients via a workflow.

Benefits include:
1. Sending invoices automatically to multiple email recipients
2. Customizable email template
3. Customizable sender of email

[angelobalmes-sjqd]

Thanks for the video. I just want to ask if there is way to automatically send invoice to the customer once the invoice is due? Thanks in advance

[SatishKumar-ybm]

Hello Jr. This is really awesome and unique video. Hence I have created the same workflow as suggested for customer payment. However it throughs the error for custom email field which I had created. Error while evaluating condition: ERROR: Field Not Found. How it can be solved?

[RMdimension]

This is fantastic, thank you. Is there a way to automatically attach additional files that have been attached to the invoice record?

[alllllieiscool]

Is there a way to automatically email multiple recipients for the payment receipt?

[JennieWinder]

Hello - is there a way to add the sales rep to receive these as well?

[mariaceja]

but this is document by document, right??, can i do this massively?? for example, in a week i have created 100 documents (invoices, credits, debits, etc) can I send them all at the same time? of course after set up the main mail address and the additional recipients.

[MollyFlamholz]

Hi Thank you so much for this amazing video! Is there a way to set the reply to address when using this workflow as it is defaulting to a netsuite email address?

[anatulyalmaimany]

This is awesome! I have set up the workflow in Sandbox2. Everything is working fine. The message histories also showing that the invoice has been sent to the
recipients. But when I am checking the inbox (as a recipient) the recipients are not actually not receiving the invoice. It's driving me crazy. I am also receiving notification as a sender in my sender e-mail that the invoice originally To: (recipient e-mail). But the recipient not getting the actual e-mail in the inbox. I checked sapam and other folders, but no luck. Can you please help me with this issue? Thank you!

[grantpacko]

Hi JR, is there a way to have this trigger only after the invoice has been approved? I have been stuck trying to figure out the right condition/criteria

[JeanetteGlaspey]

Would this WF work for sending customer statements to multiple recipients?

[ashishdeshpande]

Hello JR, we have a unique requirement, We have a single customer purchasing different orders/contracts. We are creating multiple billing account per customer per contract. They want us to email invoices to different individuals identified as "Bill To" per quote/order. Any idea on how to achieve it? There is no 1 common email list per customer and can vary based on "Bill to" contact information per subscription.

[chrisgoodman]

Thanks for the video. I am trying to create a similar setup, but want my invoices to only send when a check box has been selected. Almost like a review process. The problem is I want the email to send after the checkbox is selected upon update, but any email is sent anytime the invoice is edited. I only want it sent once. How can I avoid this?

[jennifer]

When you click “include transaction” under attachment does that send the actual invoice that is on the record?

[bumagatmariatheresai.]

it says, One or more cc emails are not valid.