Marty Zigman

Conversations with The Prolecto Leadership Team

Certified Administrator • ERP • SuiteCloud

Search results for: customer deposit

Learn How To Recurrently Accept NetSuite Customer Payments and Deposits

Learn How To Recurrently Accept NetSuite Customer Payments and Deposits

Learn how you can setup NetSuite recurring charge records to automatically charge credit cards and produce customer payments and deposits.

Resolve Negative A/R in NetSuite with Automated Credit-to-Deposit Conversions

Resolve Negative A/R in NetSuite with Automated Credit-to-Deposit Conversions

Learn how Prolecto’s A/R Credit to Deposit approach automates negative A/R cleanup and improves NetSuite reporting.

Cut NetSuite Complexity: Deposits and Payments Instead of ARM and Proprietary Portals

Cut NetSuite Complexity: Deposits and Payments Instead of ARM and Proprietary Portals

Learn how tailored NetSuite customer deposit accounting offers a leaner alternative to Advanced Revenue Management with crafted customer payment portals while producing scalable, transparent financial operations.

Learn How To Fix NetSuite Undeposited Funds Without Breaking System Logic

Learn How To Fix NetSuite Undeposited Funds Without Breaking System Logic

Learn about the importance of treating NetSuite’s system-designated General Ledger accounts with care; it illustrates a creative approach using the Bank Deposit transaction to resolve anomalies and offers a free diagnostic tool to analyze Undeposited Funds or any system account effectively.

Solve for NetSuite Negative Accounts Receivable due to Deposit Applications

Solve for NetSuite Negative Accounts Receivable due to Deposit Applications

Learn to diagnose negative accounts receivable in high-volume NetSuite customer deposit operations.

Overcome NetSuite Bank Deposit High Volume Payment Limits

Overcome NetSuite Bank Deposit High Volume Payment Limits

Understand the pattern used to overcome the high volume of transactions in NetSuite’s Undeposited Funds account, which cannot be referenced due to bank deposit line quantity limitations.

Add a NetSuite Default Payment Method to Customers and Vendors

Add a NetSuite Default Payment Method to Customers and Vendors

Learn how to add the missing default NetSuite payment method on customers and vendors to drive optimized customer and bill payment operations.

Create Impactful Customer Statements in NetSuite by Leveraging the power of SuiteQL

Create Impactful Customer Statements in NetSuite by Leveraging the power of SuiteQL

Learn the background of how Accounts Receivable balances are brought together using SuiteQL

NetSuite Practice to Account for Unknown Customer Cash Receipts

NetSuite Practice to Account for Unknown Customer Cash Receipts

Learn the practice to record cash in NetSuite even when you are unable to identify the customer. Employ a technique to lookup customers using alternative names.

Extend NetSuite Customer Statements

Extend NetSuite Customer Statements

Gain complete control over your NetSuite customer statement output and distribution requirements.