Optimize Your Accounts Receivable and Sales Processes from Estimate to Cash

In-person | Spanish

Take control of your order-to-cash cycle and improve how your organization manages billing, collections, and cash flow.
In this hands-on, in-person workshop, you’ll work through the full lifecycle from estimate creation to invoice payment and balance follow-up. Using real-world scenarios, you’ll learn how to streamline sales, fulfillment, and collections processes while strengthening financial control within NetSuite.
Throughout the session, we’ll explore how different areas connect, from sales to finance, and how to improve visibility, reduce delays, and ensure more accurate tracking of receivables. We’ll also introduce NetSuite’s built-in AI capabilities that support smarter processes, improve accuracy, and help accelerate decision-making.
What will you learn?

• Manage the full order-to-cash cycle within NetSuite.
• Create and track estimates, sales orders, invoices, and payments.
• Monitor customer balances and improve collections processes.
• Identify opportunities to streamline sales and fulfillment workflows.
• Strengthen financial control and visibility across receivables.
• Explore AI capabilities within NetSuite to support efficiency and decision-making.

Who Should Attend
Finance, accounting, and operations professionals are involved in billing, collections, and sales processes. Ideal for users looking to improve efficiency and gain better control over accounts receivable.
Requirements
To get the most out of the workshop, participants should:

• Have basic familiarity with NetSuite navigation and transactions.
• Understand their organization’s sales and billing processes.
• Bring a laptop for hands-on practice.

Workshop Details

• Date: June 23, 2026
• Time: 8:30 a.m. – 5:00 p.m.
• Location: Fusionworks Office
• Max Capacity: Limited

Instructor
María José Cruz
Sr. Business Consultant, NetSuite ERP Solutions
Fusionworks
Cancellation Policy
If you are unable to attend, a credit will be issued for a future training.
Disclaimer
Registration does not guarantee a reserved seat. Your enrollment is confirmed only after the payment process is completed. You will receive a confirmation email once your payment has been successfully processed.
For additional information, please contact [email protected].

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Host or Publisher Fusionworks