Accounts receivable templatesAutomate promise to pay tracking in NetSuite
Modern reads every customer reply in your collections inbox, pulls out promise to pay dates and disputes, and records them on the right NetSuite invoice so your aging report tells the full story.
TriggerWhen a customer replies to ar@
Steps5 steps, from trigger to sign-off
ControlAR lead approves each update before it is logged
Free to start. No card needed.
When a customer replies to ar@The instruction
“When a customer replies to ar@, read the email and find the invoices it refers to in NetSuite. If they promise to pay, log the date and amount on each invoice and pause reminders until then. If they dispute an invoice, log the reason and post it to #ar-disputes in Slack. Ask the AR lead before changing anything in NetSuite.”
Works with every major ERP
- +100 more
How it runs
5 steps from trigger to sign-off
- 01
Read the reply
Picks up every reply to ar@, including forwards from sales and account managers.
Gmail - 02
Understand the intent
Works out whether the customer is promising a date, disputing a charge or asking a question.
Modern - 03
Find the invoices
Matches the reply to open invoices by number, amount or customer.
NetSuite - 04
Approve the update
Sends the AR lead the proposed note and promise date to approve in Slack.
Slack - 05
Log it in NetSuite
Records the promise or dispute on each invoice and pauses reminders until the promised date.
NetSuite
Replaces credit control software
Still paying for credit control?
This template does the job of Chaser inside Modern. Run the stack audit to see what you could cancel across your whole finance stack.
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FAQs
Log promises to pay from customer replies: FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
Modern matches the reply to every invoice it mentions, by number, amount or date, and logs the promise against each one.
On the invoice in NetSuite as a note or custom field, and in the Slack channel you name, so the right person can pick it up.
Yes. Modern logs promises and disputes as notes or fields on invoices in Xero, QuickBooks, Sage or NetSuite.