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NetSuite Customer Credit Hold Management
Watch this tutorial to learn how to manage customer credit hold in NetSuite in just a few clicks.
About this course
| promoImage |
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| description |
| lessonOverview |
According to the CreditToday survey, "Given the importance and prominence of the credit release process, we were surprised to discover that a significant number of credit departments are struggling to cope with this task." This is reflected by - a high percentage of orders hitting the hold queue, 25 % report over 1 of 4 orders are held.
Surprisingly you can release credit hold using just a few clicks in NetSuite. Watch the tutorial to find out how simple it is to place a customer's credit on hold or release it.
Key takeaways -
- Basics of Credit Release and Hold in NetSuite
- Releasing a Customer’s Credit Hold in NetSuite
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| resources |
Coming Soon |
| discuss |
Coming Soon |
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| instructor |
| name |
title |
image |
description |
| Amanda Soto |
Customer Success Manager - NetSuite Certified, 79 Consulting, Tvarana |
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Amanda Soto is one of the biggest leading consultants, who has over five years of experience in Oracle NetSuite. She has achieved excellence on full life cycle implementation, testing, customizations, product training, and support after implementation. |
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| recommendation |
| image |
tag |
title |
description |
link |
duration |
 |
KPIs and Reporting
|
NetSuite DSO Reports and Tracking Collector's Productivity |
Build risk-based DSO reports and analyze your team's productivity in Oracle NetSuite. |
https://academy.highako.com/netsuite-dso-reports-and-tracking-collectors-productivity-course |
20 Mins |
 |
Collection Emails and Letters
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NetSuite Collections Follow-Ups and Dispute Resolution Methods |
Tutorial to recover past dues and invalid deductions. |
https://academy.highako.com/follow-ups-dispute-resolution-methods-netsuite-course |
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Collection Call Negotiations
|
NetSuite Collection Calls 101: How to Set-up Customer Calls and Follow Up |
Course on collecting effectively on customer calls. Learn how Oracle Netsuite can reduce your efforts by automating your collection call processes. |
https://academy.highako.com/netsuite-collection-calls-101-how-to-set-up-customer-calls-and-follow-up |
30 Mins |
|
| tribe |
| widgetType |
Id |
components |
| topic |
cash-application |
input |
|
About this course
| promoImage |
|
| description |
| lessonOverview |
According to the CreditToday survey, "Given the importance and prominence of the credit release process, we were surprised to discover that a significant number of credit departments are struggling to cope with this task." This is reflected by - a high percentage of orders hitting the hold queue, 25 % report over 1 of 4 orders are held.
Surprisingly you can release credit hold using just a few clicks in NetSuite. Watch the tutorial to find out how simple it is to place a customer's credit on hold or release it.
Key takeaways -
- Basics of Credit Release and Hold in NetSuite
- Releasing a Customer’s Credit Hold in NetSuite
|
| |
|
| resources |
Coming Soon |
| discuss |
Coming Soon |
|
| instructor |
| name |
title |
image |
description |
| Amanda Soto |
Customer Success Manager - NetSuite Certified, 79 Consulting, Tvarana |
|
Amanda Soto is one of the biggest leading consultants, who has over five years of experience in Oracle NetSuite. She has achieved excellence on full life cycle implementation, testing, customizations, product training, and support after implementation. |
|
| recommendation |
| image |
tag |
title |
description |
link |
duration |
|
KPIs and Reporting
|
NetSuite DSO Reports and Tracking Collector's Productivity |
Build risk-based DSO reports and analyze your team's productivity in Oracle NetSuite. |
https://academy.highako.com/netsuite-dso-reports-and-tracking-collectors-productivity-course |
20 Mins |
|
Collection Emails and Letters
|
NetSuite Collections Follow-Ups and Dispute Resolution Methods |
Tutorial to recover past dues and invalid deductions. |
https://academy.highako.com/follow-ups-dispute-resolution-methods-netsuite-course |
30 Mins |
|
Collection Call Negotiations
|
NetSuite Collection Calls 101: How to Set-up Customer Calls and Follow Up |
Course on collecting effectively on customer calls. Learn how Oracle Netsuite can reduce your efforts by automating your collection call processes. |
https://academy.highako.com/netsuite-collection-calls-101-how-to-set-up-customer-calls-and-follow-up |
30 Mins |
|
| tribe |
| widgetType |
Id |
components |
| topic |
cash-application |
input |
|
