InitusDunning

for NetSuite

Automate Collections. Reduce Risks. Free Up Your Team.

Designed for

Purpose-Built Dunning Automation, Inside NetSuite
Manual, inconsistent, or fragmented dunning processes slow teams down and open the door to errors and compliance risks. InitusDunning automates and simplifies your collections process directly within NetSuite, so your business can move faster, with more control.

The Challenge

Teams spend countless hours on manual dunning, leading to slow cash flow and fragmented communication. The lack of a clear, automated process results in missed collection opportunities and increased compliance risks.

• Manual, time-consuming collection efforts.

• Inconsistent communication with overdue customers.

• Lack of visibility into dunning effectiveness.

The Solution

InitusDunning standardizes and automates your collections process inside NetSuite. With customizable strategies and dynamic reporting, you can recover revenue faster and free your team to focus on growth.

• Accelerated cash flow and reduced aging receivables.

• Improved compliance and reduced errors.

• More time for your team to focus on strategic work.

How InitusDunning Works
InitusDunning automates your collections workflow, from identifying overdue invoices to sending targeted communications, ensuring a smooth and efficient process.

Configure Rules

Define customizable dunning types, schedules, and criteria to match your specific business needs and processes.

Identify Overdue Accounts

The system automatically identifies invoices that are past their due date based on your predefined criteria.

Send Notifications

Automated emails with dynamic recipients and attachments are sent to customers, ensuring timely and relevant communication.

Monitor and Report

Track the effectiveness of your dunning process with integrated reports and a visual timeline of all activities.
Key Features
InitusDunning is designed for real-world use, providing flexibility, accountability, and speed directly within NetSuite.

Customizable Dunning Types

Define multiple dunning strategies with individualized criteria and schedules to manage overdue payments flexibly.

Segmented Actions & Emails

Break down dunning processes into segments with different email templates and attachments for targeted communication.

Integrated Reporting

Monitor the operation and effectiveness of your dunning process with execution activity logs and other built-in reports.

Dynamic Email Notifications

Send customized emails with options for CC and dynamic recipient addresses based on customer data.

Support Request Submission

Submit questions, issues, or enhancement requests directly to our support team with the in-app “Get Help” feature.

Custom Due Date Selection

Allows users to select a custom date to be used as the “Due Date” for specific Invoice transactions.

Our Value

Our Collaborative Consult-and-Build Approach

Our Consult-and-Build approach leverages our team’s decades of integration and AI-enhanced workflow automation implementation experience to deliver InitusDunning for NetSuite. By replacing manual, labor-intensive collection tasks with automated, multi-level reminder workflows, we streamline accounts receivable and reduce Days Sales Outstanding (DSO). This turnkey solution de-risks cash flow management, ensures consistent customer communication, and facilitates the liquidity necessary for accelerated business growth.
Our Consulting Approach

InitusDunning for NetSuite FAQs

What is InitusDunning for NetSuite?

It is a purpose-built automation solution designed to streamline and automate your collections process directly within NetSuite. Its goal is to automate collections, reduce risks, and free up your team.

I have NetSuite. Why should I consider using the InitusDunning?
You should consider using InitusDunning because manual, inconsistent, or fragmented collection processes slow your team down and lead to errors. InitusDunning automates and simplifies your collections process directly within NetSuite, allowing your business to move faster, gain more control, achieve accelerated cash flow, and free your team from countless hours of manual dunning effort.
What problems does InitusDunning solve?
It addresses the challenges of manual, inconsistent, or fragmented collections processes, which lead to slow cash flow, errors, fragmented communication, and increased compliance risks.
What are the main benefits of using InitusDunning?
The solution delivers accelerated cash flow, reduced aging receivables, improved compliance and reduced errors, and gives your team more time to focus on strategic work.
Is InitusDunning integrated with NetSuite?
Yes, it is designed to work inside NetSuite to automate and simplify your collections process directly within your ERP system.
How does InitusDunning automate the collections workflow?
The process follows four key steps: 1) Configure Rules, 2) Identify Overdue Accounts, 3) Send Notifications, and 4) Monitor and Report.
What happens when an account is identified as overdue?
The system sends automated emails with dynamic recipients and attachments to customers, ensuring timely and relevant communication.
What kind of reporting is included?
Integrated Reporting is included to monitor the operation and effectiveness of the dunning process with execution activity logs and other built-in reports.

Contact Us

Let’s define what’s next