Automating Accounts Receivable for Complex Billing at Scale
Neon One's finance team managed a high volume of recurring customer billing that required daily invoice generation, payment application, and credit memo application. The manual process created a scaling bottleneck as transaction volumes grew.
Client Overview
Neon One builds fundraising, donor management, and payment software for nonprofits across the United States. Their finance team runs high-volume recurring billing with invoicing rules that vary by customer, schedule, and start date.
Key Results
Fully Automated Daily Invoicing
Reduced Human Error
Improved Billing Accuracy
Scalable Operations
The Challenge
Complex Billing Scenarios
Customers used a combination of billing schedules, billing start dates, recurring arrangements, and backdated billing situations that automation had to accommodate accurately.
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Backdated Invoice Processing
Historical Sales Orders triggered standard NetSuite behavior that created immediately overdue invoices, requiring additional logic to maintain reasonable due dates and AutoPay schedules.
Weekend and Holiday Billing
Invoices scheduled for weekends and holidays needed to process according to specific business rules while preserving the original customer billing schedule.
Customer Payment Allocation
Unapplied payments had to distribute automatically across multiple open invoices without duplicating applications or over-applying balances.
Credit Memo Application
Credit memos needed to apply automatically while maintaining accounting accuracy and avoiding conflicts with customer payment applications.
The Solution
Modules
Integrations
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Business Outcomes
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Finance Capacity Released
Continuity Risk Removed
Growth Absorbed Without Headcount
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Is your billing process running on manual effort?
Daily invoicing, payment application, and credit memos do not have to consume your finance team. Stockton10 builds automation natively inside NetSuite, so the work runs whether or not anyone is at their desk.
