Email Remittance: Capture customer payments directly from remittance emails
You can now connect a Gmail or Outlook mailbox to the Cash Application Manager for NetSuite integration app and have it read remittance emails the same way it reads bank files. An AI extraction step reads the payer, invoice numbers, and payment amount from the email body or a PDF attachment, then applies the payment through the same matching and posting logic as a bank-file payment.
Previously, the integration app could only capture payments from bank files on your FTP server. Email Remittance adds a second ingest channel at no separate license or SKU cost. Each mailbox you connect uses one integrator.io endpoint and two flows: Bank File to NetSuite and Bank Transactions to NetSuite. Gmail and Outlook together use two endpoints and four flows. On an Endpoint (2022) license, the new flows do not count, but each mailbox connection does. On a Platform (2024) license, you need that many open flows and open endpoints before you enable the mailbox. Every Cash Application Manager for NetSuite integration app tile gets an Email Remittance bank with this update.
Who it's for: AR teams that receive remittance advice by email instead of, or in addition to, a bank file.
What changed:
- A new Email Remittance bank is available on every CAM for NetSuite integration app tile, with its own Gmail and Outlook mailbox connections.
- CAM uses AI to extract the payer, invoice numbers, and payment amount from the body of a labeled remittance email or a PDF attachment.
- Extractions below your configured confidence threshold are staged as an Unidentified transaction for manual review instead of being applied automatically.
Action required:
- New installs: no action needed. The Email Remittance bank is added to your bank list automatically.
- For existing installs where every licensed bank is already installed, Email Remittance is added at the end of the bank list. No action is needed.
- For existing installs that still have licensed banks to add: Email Remittance is added after the first bank. You can leave it there and continue with the installation of the remaining banks. See Set up Email Remittance in CAM for NetSuite for the full sequence.
If you want Email Remittance to appear at the end in the All Banks list, uninstall it, install the remaining banks in the order of your license documentation, then add Email Remittance again using Add Bank. If Email Remittance is missing after the update, select Add Bank once no licensed bank remains and complete adding Email Remittance.
- Connect a Gmail or Outlook mailbox under Connections.
- Configure the flow's settings under Flows > Bank File to NetSuite [EMAIL - ACH - Gmail] or [EMAIL - ACH - Outlook] > Settings.
- Turn on Enabled for both the Bank File to NetSuite and Bank Transactions to NetSuite flows for your connected mailbox.
For more information, including authorizing the mailbox connection, settings, the install order if you already have other banks, and running or scheduling the flows, see Set up Email Remittance in CAM for NetSuite.