Customer Statement Customization (Open Invoices Only)
What it does
This NetSuite customization modifies customer statements to display only open invoices and relevant due dates, excluding transactions such as deposits, credits, or fully paid items.
It ensures that customer-facing statements are clear, accurate, and aligned with business processes, especially in scenarios where deposits are used for internal accounting purposes but should not be visible to customers.
How it's built
The solution leverages custom statement configurations, saved searches, and Advanced PDF/HTML templates to control which transactions appear on statements.
Logic is applied to filter out non-relevant transactions and enhance presentation with due dates, aging details, and formatting improvements.
Key components
- Custom saved searches for open invoice filtering
- Advanced PDF/HTML statement templates
- Transaction filtering logic (exclude deposits/credits)
- Customer-specific configuration options
Before -> After
Before
Before customization, standard NetSuite statements may include all transaction types, causing confusion for customers and increasing inquiries.
After
After customization, statements clearly display only outstanding invoices with due dates, improving customer communication and accelerating collections.
Explore more capabilities on the NetSuite Solutions hub or read about our customization services.