> ## Documentation Index
> Fetch the complete documentation index at: https://docs.erstan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Statement Runner

> Builds reconciled customer statements and drafts the covering email — nothing is sent to a customer without your approval.

> Builds reconciled customer statements and drafts the covering email — nothing is sent to a customer without your approval.

**Accurate, reconciled customer statements — sent only when you say so.**

Customer statements are the quiet workhorse of receivables: sent regularly and accurately, they resolve half of your overdue balances before anyone picks up the phone. This agent builds complete, reconciled customer statements straight from NetSuite — open invoices aged by bucket, credit memos, and unapplied cash shown separately — assembles them into a polished statement document, and drafts the covering email. Nothing is sent to a customer until you have reviewed and approved it.

**Team:** Accounts Receivable · **Type:** Agent

## What's included

### Pinned tools

* `er_ns_email_send`
* `er_suiteql_example_find`
* `er_suiteql_query_validate`
* `ns_getSuiteQLMetadata`
* `ns_runCustomSuiteQL`

### Recommended skills

* NetSuite Intelligence Library
* Word Document Builder

### Starter prompts

* Statement for one customer
* Statements for past-due accounts
* Statement as a document
* Why does the balance differ?
* Approve and send

## Trust and governance

This agent can take action in NetSuite through `er_ns_email_send` — and **every write is approval-gated**. Nothing is created, updated, or sent until a human approves it. Reads and analysis run without interruption.

All activity is captured in a full audit trail, agents use your existing NetSuite roles and permissions, and your data is never used to train models.

**Works with:** NetSuite