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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
NetSuite’s native due date tracking requires complex saved searches and technical expertise that most non-finance teams don’t have. Customer success, sales, and account management teams need simple access to payment due dates for proactive relationship management.
Here’s how to create automated payment due date monitoring that any team can use without NetSuite expertise or finance department involvement.
Automate due date monitoring using Coefficient
Coefficient simplifies NetSuite payment due date tracking into user-friendly Google Sheets workflows. Non-finance teams get visual, automated monitoring with proactive alerts that don’t require technical knowledge to interpret or manage.
How to make it work
Step 1. Import invoice records with due date information.
Use Records & Lists to import Invoice records with key due date fields including Due Date, Transaction Date, Days Until Due, Customer Name, and Amount Remaining. Filter by Transaction Type = “Invoice” AND Status = “Open” to focus on active invoices.
Step 2. Set up automated daily refresh for current monitoring.
Configure daily automated refresh to capture newly due invoices and update days-until-due calculations. Set timezone-based scheduling for business hours updates so teams see current information when they start their day.
Step 3. Create visual alert system with conditional formatting.
Apply conditional formatting to highlight invoices due within 7 days (yellow highlighting), overdue invoices (red highlighting), and recently paid invoices (green highlighting). These visual indicators work without requiring NetSuite expertise.
Step 4. Add non-finance user accessibility features.
Include simple filter controls for account manager territories, pre-built formulas for days-until-due calculations, and customer contact information for direct outreach. Sort by due date for prioritized follow-up and filter by customer priority levels.
Step 5. Enable proactive monitoring and team collaboration.
Add collection attempt tracking columns, include customer communication preferences and contact history, and enable shared access for team coordination. This transforms due date monitoring from reactive to proactive customer relationship management.
Turn due date tracking into relationship management
Automated payment due date monitoring enables proactive customer communication without requiring finance expertise or NetSuite access. Your teams can manage relationships based on payment timing, improving both collection efficiency and customer satisfaction. Start monitoring payment due dates automatically today.
