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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.”
Overdue invoices often signal customer relationship problems, but NetSuite aging reports only provide static snapshots. You can’t automatically trigger retention campaigns when invoices hit critical aging thresholds, leaving customer relationships to deteriorate while you manually check reports.
Here’s how to set up automated retention campaigns that activate the moment invoices exceed 30 days past due.
Monitor invoice aging and trigger retention campaigns using Coefficient
Coefficient enables sophisticated real-time marketing automation by continuously monitoring invoice aging and triggering retention campaigns before customer relationships deteriorate. You get proactive invoice management that NetSuite’s standard reports can’t provide.
How to make it work
Step 1. Import aging invoice data.
Use Coefficient’s Records & Lists to import Transaction records (invoices) with date fields, payment status, and aging calculations. Alternatively, leverage the Trial Balance report import for comprehensive aging analysis across all customers.
Step 2. Calculate dynamic aging automatically.
Set up daily automated scheduling and use spreadsheet formulas to calculate current aging days. Use formulas like =TODAY()-B2 to identify invoices that have crossed the 30-day threshold since the last refresh.
Step 3. Segment customers by aging risk levels.
Apply Coefficient’s filtering capabilities with AND/OR logic to segment customers by aging ranges (30-60 days, 60-90 days). Create targeted retention messaging for different aging stages and risk levels.
Step 4. Add payment history context.
Import related payment Transaction records to understand customer payment patterns. Identify unusual delays that may indicate churn risk versus temporary cash flow issues using historical payment data.
Step 5. Generate automated alerts for new aging.
Use conditional formatting and spreadsheet triggers to identify newly aged invoices. Set up formulas like =IF(AND(C2>30,D2<=30),"NEW AGING","") to flag customers requiring immediate retention outreach.
Step 6. Coordinate retention and collections efforts.
Combine aging data with Customer records to access contact information and account management details. This enables coordinated retention and collections efforts that preserve customer relationships while recovering NetSuite receivables.
Prevent churn while protecting cash flow
This approach provides more proactive invoice aging management than NetSuite’s standard aging reports. You’ll catch relationship problems early and address them before customers decide to leave. Start automating your retention campaigns today.
