)
Written by
Table of Contents
“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 workflow configurations for external alert systems can be complex and time-consuming to set up. Getting proactive notifications about overdue payments shouldn’t require extensive technical knowledge or constant manual monitoring.
Here’s how to create an automated alert system that notifies your team when customer payments become overdue, using live NetSuite data in Google Sheets.
Build automated overdue alerts using Coefficient
Coefficient pulls overdue payment data from NetSuite and combines it with Google Sheets’ notification capabilities. You get real-time overdue tracking without complex workflow setup or manual report generation.
How to make it work
Step 1. Import overdue customer data from NetSuite.
Use Records & Lists to pull Customer or Transaction records, filtering by Days Overdue > 0 and Balance > 0 fields. Include Customer Name, Invoice Number, Amount Due, and Days Overdue for complete alert context.
Step 2. Configure automated daily refresh schedules.
Set up daily automated refresh to capture newly overdue accounts without manual intervention. This ensures your alert system always works with current data and catches accounts as soon as they become overdue.
Step 3. Set up Google Sheets conditional formatting for visual alerts.
Apply conditional formatting rules that highlight overdue accounts based on aging thresholds. For example, highlight accounts 30+ days overdue in yellow and 60+ days in red for immediate visual identification.
Step 4. Create notification rules for proactive alerts.
Use Google Sheets’ notification features combined with your live overdue data to trigger alerts when overdue thresholds are met. Set up email notifications or integrate with Slack for team-wide overdue account alerts.
Step 5. Apply date-based filters for targeted monitoring.
Filter customers by specific aging periods (30, 60, 90 days) to focus on different collection strategies. This helps prioritize collection efforts and ensures no overdue accounts slip through the cracks.
Stay ahead of overdue payments automatically
Automated overdue alerts transform reactive collection processes into proactive customer relationship management. Your team gets timely notifications without constant NetSuite monitoring, improving collection efficiency and cash flow. Start building your automated alert system today.
