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Matches customer payments to open invoices and applies the cash — low-confidence matches come to you for review before posting.
Automate customer payment matching and application. Turn remittance information into a reviewed customer payment application. This automation extracts the payment details, looks up open invoices in NetSuite, and checks whether the proposed match is sufficiently supported to proceed. The graph shows the matching decision, mandatory review of a ready proposal, payment creation, and rejection or preflight-failure paths. Review the exact customer, invoices, amounts, and account scope before approving the posting. Ambiguous or incomplete matches stop with an explanation instead of being guessed. An approved proposal proceeds to create and verify the customer payment. Rejection ends without posting. The receivables Skill is included when you add the automation, and the new copy starts as an editable draft. Adding it does not apply any payments; review its steps and connections before using it with a live remittance. Business area: Accounts Receivable · Type: Automation

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What’s included

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Pinned tools

  • er_suiteql_example_find
  • er_suiteql_query_validate
  • ns_createRecord
  • ns_getRecord
  • ns_getRecordTypeMetadata
  • ns_runCustomSuiteQL

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Included skills

  • NetSuite Intelligence Library
  • NetSuite Receivables & Collections

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Trust and governance

Supported NetSuite actions include ns_createRecord. The Agent’s approval steps, tool policies, and your NetSuite permissions control when these actions can run. Adding the template does not execute these actions. 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