70% Less Manual Work: Healthcare Billing Automated on NetSuite

The client's finance team processed over 500 invoices and payment reminders by hand every month, alongside 500 manual revenue recognition entries, with the process owner about to go on extended leave and no internal replacement identified.

Client Overview

In Business Since: 1998
Industry: Health Care
Enviroment: Oracle NetSuite ERP
Modules Deployed: 6

A healthcare provider operating since 1998, supporting patient billing across multiple service lines. Their finance team handled invoicing, payment follow-up, and revenue recognition manually, with the volume rising each month and no specialized NetSuite expertise in-house.

Key Results

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70% Less Manual Work

Monthly manual invoices and payment reminders dropped from 500 to 150, freeing the finance team from repetitive processing.
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Fully Automated Accounting

500 manual revenue recognition entries per month were eliminated entirely through a custom Suitelet.
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Smooth Staff Transition

Setup guides, UAT checklists, and technical documentation kept billing operations running through the process owner's extended leave.

The Challenge

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Staff Continuity Risk

The process owner was going on extended leave with no internal replacement identified, putting the entire billing cycle at risk.

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High Manual Paperwork Volume

Over 500 invoices and payment reminders were created and issued by hand every month, consuming most of the finance team's capacity.

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Manual Revenue Recognition

500 revenue recognition entries were created manually each month, introducing accuracy risk and consuming senior finance time.

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No Internal NetSuite Expertise

The team had no specialized NetSuite capability in-house to design or build the automation themselves.

The Solution

Automated Invoice Generation

Improved invoice templates and automated issuing so invoices generate and send without manual creation.

Payment Reminder Automation

Configured dunning letters to send to customers automatically on schedule, removing manual follow-up.

Revenue Recognition Automation

Built a custom Suitelet that eliminated manual revenue recognition entries entirely.

Simplified Deposit Tracking

Restructured how deposits are recorded to reduce manual reconciliation work.

Complete Training Materials

Delivered setup guides, UAT checklists, and technical documentation so the team could operate the new process independently.

Custom SuiteScript Development

Developed a custom SuiteScript solution that dynamically preserved company Reply-To addresses while maintaining standard outbound email functionality.

Modules

Advanced PDF/HTML
Invoicing
Dunning Letters
Revenue Recognition
Deposits
SuiteScript

Integrations

Oracle NetSuite Email Engine
Internal Finance Reporting

Business Outcomes

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Business Continuity Protected

Billing operations continued uninterrupted through the process owner's absence, removing single-person dependency.
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Cash Flow Risk Reduced

Automated invoicing and reminders kept collections on schedule regardless of team availability.
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Stronger Financial Accuracy

Consistent automated entries improved the reliability of financial reporting and reduced manual error.

Is your billing process dependent on

one person being at their desk?

Manual invoicing, payment follow-up, and revenue recognition do not have to consume your finance team. Stockton10 automates the repetitive work so operations continue whoever is in the office.