Order to Cash (Customer Management) Prompts

The Order to Cash (Customer Management) prompt samples include common tasks and workflows such as:

Customer creation and updates
Sales orders and invoices
Open invoice review
Statement preparation and review

Prompt Name	Suggested Roles	Prompt Sample
Current Period Financial Overview	Chief Executive Officer Chief Financial Officer Controller	`Use the ns_runReport tool to analyze the Income Statement for [current period] in [subsidiary] and identify any notable financial metrics and trends. Highlight any significant line items that require attention.`
Create a Customer	A/R Analyst	`Use the ns_createRecord tool to create a new customer with the following details: - Company Name: [COMPANY_NAME] - Email: [EMAIL_ADDRESS] - Phone: [PHONE_NUMBER] - Subsidiary: [SUBSIDIARY]`
Update a Customer	A/R Analyst	`Use the ns_updateRecord tool to update the customer [COMPANY_NAME] with a phone number: [PHONE_NUMBER].`
Create Sales Orders	A/R Analyst	`Use the ns_createRecord tool to create a sales order with the following details. Header: * Date: [DATE] * Customer: [COMPANY_NAME] * Subsidiary: [SUBSIDIARY] Line: * Item: [ITEM_INTERNAL ID] * Quantity: [#] * Term Start Date: [DATE] * Term End Date: [DATE]`
Find Sales Orders to Approve	Controller A/R Analyst	`Use the ns_runCustomSuiteQL tool to find a list of Sales Orders with a Transaction Status of Pending Approval. The results should be presented as a table where each row represents a sales order. The table will include the Document Number as a hyperlink to the Sales Order in NetSuite, Date, the Customer Name, Item(s), Amount, and the user that created the Sales Order.`
Find Sales Orders Pending Invoicing	A/R Analyst	`Use the ns_runCustomSuiteQL tool to find a list of Sales Orders with a status of Pending Billing. The results should be presented as a table where each row represents a sales order. The table will include the Document Number as a hyperlink to the Sales Order in NetSuite, Date, the Customer Name, Item(s), Amount, and the user that created the Sales Order.`
Create Standalone Invoice	Controller A/R Analyst	`Use the ns_createRecord tool to create an invoice with the following details. Header: * Date: [DATE] * Customer: [COMPANY_NAME] * Subsidiary: [SUBSIDIARY] Line: * Item: [ITEM_NAME] * Quantity: [#] * Term Start Date: [DATE] * Term End Date: [DATE]`
Create Billing Schedules	Controller A/R Analyst	Creating Billing Schedule: Use the ns_createRecord tool to create a billing schedule with the following details: Name: [MONTHLY RECURRING BILLING] Recurrence Frequency: [MONTHLY] Recurrence Count: [11] Initial Amount: $[0] Creating a Sales Order with a Billing Schedule: Use the ns_createRecord tool to create a sales order with the following details. Header: * Date: [DATE] * Customer: [COMPANY_NAME] * Subsidiary: [SUBSIDIARY] Line: * Item: [ITEM_NAME] * Billing Schedule: [BILLING_SCHEDULE] * Quantity: [#] * Term Start Date: [DATE] * Term End Date: [DATE] Reviewing SOs Pending Billing: Use the ns_runCustomSuiteQL tool to provide a list of all sales orders with billing schedules that are ready to be invoiced this week, so that I can review them prior to processing.
Create Individual Customer Statement: Summary Activity	A/R Analyst	`Create a statement for [CUSTOMER] showing: - Summary page with transaction type, date, document number, memo, amount, payments, and running balance - Highlight payments, credit memos, and refunds in a different color - Last [x] months of activity`
Create Individual Customer Statement: Detailed Activity	A/R Analyst	`Generate a detailed customer statement for [CUSTOMER] that includes: - Summary of all transactions from the last 90 days - Detailed page breaking down line items for each unpaid invoice - Show date and document number for each item`
Create Individual Customer Statement: Unpaid Transactions	A/R Analyst	`Create a statement for [CUSTOMER] showing only open/unpaid transactions and their details.`
Create Customer Statement: Unpaid Balances	A/R Analyst	`Generate customer statements for all customers with outstanding balances as of [December 31, 2025] covering the last 3 months.`
Create Customer Statement: Customer Statement by Sales Rep	A/R Analyst	`Create customer statements for all accounts managed by sales rep [JOHN SMITH], showing year-to-date activity.`
Create Customer Payment	A/R Analyst	`Use the ns_createRecord tool to create a customer payment with these details: - Customer: [CUSTOMER] - Amount: [AMOUNT] - Reference: WIRE20250106 - Date: January 6, 2025 - Deposit to: Undeposited Funds - Apply to oldest invoices first Record a cash payment of [AMOUNT] from [CUSTOMER] received today and apply it to invoice #[DOC_NUMBER].`

Prompt Name

Suggested Roles

Prompt Sample

Current Period Financial Overview

Chief Executive Officer
Chief Financial Officer
Controller

                    Use the ns_runReport tool to analyze the Income Statement for [current period] in [subsidiary] and identify any notable financial metrics and trends. Highlight any significant line items that require attention.

Create a Customer

A/R Analyst

                    Use the ns_createRecord tool to create a new customer with the following details:
- Company Name: [COMPANY_NAME]
- Email: [EMAIL_ADDRESS]
- Phone: [PHONE_NUMBER]
- Subsidiary: [SUBSIDIARY]

Update a Customer

A/R Analyst

                    Use the ns_updateRecord tool to update the customer [COMPANY_NAME] with a phone number: [PHONE_NUMBER].

Create Sales Orders

A/R Analyst

                    Use the ns_createRecord tool to create a sales order with the following details.
Header:
* Date: [DATE]
* Customer: [COMPANY_NAME]
* Subsidiary: [SUBSIDIARY]
Line:
* Item: [ITEM_INTERNAL ID]
* Quantity: [#]
* Term Start Date: [DATE]
* Term End Date: [DATE]

Find Sales Orders to Approve

Controller
A/R Analyst

                    Use the ns_runCustomSuiteQL tool to find a list of Sales Orders with a Transaction Status of Pending Approval. The results should be presented as a table where each row represents a sales order. The table will include the Document Number as a hyperlink to the Sales Order in NetSuite, Date, the Customer Name, Item(s), Amount, and the user that created the Sales Order.

Find Sales Orders Pending Invoicing

A/R Analyst

                    Use the ns_runCustomSuiteQL tool to find a list of Sales Orders with a status of Pending Billing. The results should be presented as a table where each row represents a sales order. The table will include the Document Number as a hyperlink to the Sales Order in NetSuite, Date, the Customer Name, Item(s), Amount, and the user that created the Sales Order.

Create Standalone Invoice

Controller
A/R Analyst

                    Use the ns_createRecord tool to create an invoice with the following details.
Header:
* Date: [DATE]
* Customer: [COMPANY_NAME]
* Subsidiary: [SUBSIDIARY]
Line:
* Item: [ITEM_NAME]
* Quantity: [#]
* Term Start Date: [DATE]
* Term End Date: [DATE]

Create Billing Schedules

Controller
A/R Analyst

                    Creating Billing Schedule:
Use the ns_createRecord tool to create a billing schedule with the following details:
Name: [MONTHLY RECURRING BILLING]
Recurrence Frequency: [MONTHLY]
Recurrence Count: [11]
Initial Amount: $[0]

Creating a Sales Order with a Billing Schedule:
Use the ns_createRecord tool to create a sales order with the following details.
Header:
* Date: [DATE]
* Customer: [COMPANY_NAME]
* Subsidiary: [SUBSIDIARY]
Line:
* Item: [ITEM_NAME]
* Billing Schedule: [BILLING_SCHEDULE]
* Quantity: [#]
* Term Start Date: [DATE]
* Term End Date: [DATE]

Reviewing SOs Pending Billing:
Use the ns_runCustomSuiteQL tool to provide a list of all sales orders with billing schedules that are ready to be invoiced this week, so that I can review them prior to processing.

Create Individual Customer Statement:

Summary Activity

A/R Analyst

                    Create a statement for [CUSTOMER] showing:
- Summary page with transaction type, date, document number, memo, amount, payments, and running balance
- Highlight payments, credit memos, and refunds in a different color
- Last [x] months of activity

Create Individual Customer Statement:

Detailed Activity

A/R Analyst

                    Generate a detailed customer statement for [CUSTOMER] that includes:
- Summary of all transactions from the last 90 days
- Detailed page breaking down line items for each unpaid invoice
- Show date and document number for each item

Create Individual Customer Statement:

Unpaid Transactions

A/R Analyst

                    Create a statement for [CUSTOMER] showing only open/unpaid transactions and their details.

Create Customer Statement:

Unpaid Balances

A/R Analyst

                    Generate customer statements for all customers with outstanding balances as of [December 31, 2025] covering the last 3 months.

Create Customer Statement:

Customer Statement by Sales Rep

A/R Analyst

                    Create customer statements for all accounts managed by sales rep [JOHN SMITH], showing year-to-date activity.

Create Customer Payment

A/R Analyst

                    Use the ns_createRecord tool to create a customer payment with these details:
- Customer: [CUSTOMER]
- Amount: [AMOUNT]
- Reference: WIRE20250106
- Date: January 6, 2025
- Deposit to: Undeposited Funds
- Apply to oldest invoices first

Record a cash payment of [AMOUNT] from [CUSTOMER] received today and apply it to invoice #[DOC_NUMBER].

General Notices