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Project · Dunning for NetSuite

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SuiteCollector. Get paid faster, without the manual follow-ups.

SuiteCollector automates the whole dunning lifecycle inside NetSuite: multi-step workflows, promise-to-pay tracking, risk scoring, and DSO analytics.

See what it does View on GitHub
SuiteCollector collections dashboard SuiteCollector customer view

Multi-step

Dunning workflows

Email, letter, call, escalation, task.

100%

Automated execution

Set it and let it run.

Native

NetSuite sync

Customers, invoices, payments.

Zero

Missed follow-ups

Promise-to-pay tracking and reminders.

What it does

Everything a collections team needs to bring DSO down.

NetSuite integration

Deep integration with NetSuite via OAuth 2.0. Sync customer data, invoices, and payment history on a schedule or on demand.

  • Scheduled and on-demand sync
  • OAuth 2.0 authentication
  • Historical data import

Custom dunning workflows

Multi-step sequences combining emails, letters, phone calls, tasks, escalations, and more.

  • Email, letter, call, task, escalate
  • Templates with variable replacement
  • Steps timed from invoice due dates

Promise to pay

Track payment commitments with installment plans, approval workflows, and automated reminders.

  • Installment tracking
  • Approval thresholds
  • Automated reminders

Customer risk scoring

Algorithmic risk profiles scored on payment behavior, exposure, and promise reliability.

  • Days-to-pay trend analysis
  • Promise reliability scoring
  • Historical risk trending

Reports and analytics

Built-in reports on collector performance, aging trends, workflow effectiveness, and cash forecasting.

  • Collector performance metrics
  • Aging and DSO over time
  • Cash forecast from promises

Collections dashboard

Real-time visibility into AR with aging buckets, DSO tracking, and a calendar of upcoming due dates.

  • AR aging, current through 90+
  • DSO calculation
  • Due date and installment calendar

The product

Built around the work, not the ceremony.

Every screen is designed around the real job of collections rather than generic CRM plumbing.

  • Real-time collections dashboard with aging and DSO
  • One customer view: invoices, contacts, notes, promises
SuiteCollector dunning status dashboard

How it works

Up and running in three steps

  1. 01

    Connect NetSuite

    Authorize SuiteCollector through NetSuite’s OAuth 2.0 flow from the integration record. No tokens to copy and paste.

  2. 02

    Design your workflows

    Build dunning sequences from emails, letters, calls, tasks, and escalations, with templates and timing based on days past due.

  3. 03

    Automate and track

    Workflows run on their own while built-in reports and risk scoring show how collections are trending.

NetSuite native

Deep integration. Not a connector.

Purpose-built for Oracle NetSuite, fluent in its data model: customers, invoices, payments, custom fields, currencies.

OAuth 2.0 · SuiteApp bundle

Customers and contacts
Customer records and contact details
Invoices and credits
Open and historical transactions
Payments
Payment applications, tracked automatically
Invoice PDFs
Fetched from NetSuite on demand
Custom fields
Mapped and synced alongside the standard ones

Under the hood

Accounts-receivable & collections automation for NetSuite customers.

SuiteCollector is a multi-tenant SaaS that layers a modern, configurable collections workflow on top of NetSuite's ERP. It gives finance teams a purpose-built workspace to chase overdue invoices, manage disputes and payment promises, and understand customer payment risk — without living inside NetSuite itself.

What it does

  • Configurable dunning workflows — Teams design multi-step collections sequences triggered by days-past-due. Ten real step actions execute automatically: email, physical letter (PDF), call/task creation, escalation, credit hold, hand-off to collections, and write-off, all driven by scheduled jobs.
  • Two-way NetSuite sync — OAuth 2.0 client-credentials with JWT client assertion, querying NetSuite via SuiteQL over the SuiteTalk REST API. Pulls customers, invoices, payments, contacts, and addresses; pushes contacts, addresses, notes, and credit-hold status back. Incremental sync, historical import, invoice-PDF retrieval, error retry, and full sync-health observability.
  • Promises to pay — Installment tracking with automatic payment matching, broken-promise detection, and reminders; active promises shield invoices from dunning.
  • Disputes & credit applications — Log, resolve, and apply credits against open balances.
  • Smart assignment — Rule-based routing of accounts to collectors, with bulk reassignment.
  • Risk scoring — A statistical model (weighted days-to-pay, trend regression, exposure, promise reliability) that tiers customers by payment risk. (Rules-based analytics, not ML.)
  • Reporting — Aging trends, cash forecast, collector performance, promise analysis, and workflow effectiveness, backed by daily AR snapshots.
  • Team billing — Per-team subscriptions via Paddle (checkout, upgrades, cancellation, grace-period resume).
  • Platform admin — A Filament superadmin panel for tenants, users, sync monitoring, and email deliverability.

Roadmap

What was next

Planned

Customer self-service portal

A secure portal where customers view invoices, request payment plans, and talk to the collections team.

Planned

AI-powered insights

Narrative summaries of customer risk and tailored collection strategy recommendations.

Planned

Workflow branching

Conditional paths by risk tier, payment history, amount, or customer response.

Laravel PHP Livewire PostgreSQL NetSuite SuiteScript SuiteTalk SuiteQL