Overview
With the Update Record workflow action, you can automatically update fields in your NetSuite system. This keeps your customer, invoice, credit memo, and payment data in sync with your collection activities.
If you’d like to learn how to configure this, check out our step-by-step guide: How to Update a Record in NetSuite Workflows.
What Types of records can you update in NetSuite?
Customer Records (when Workflow is set to Customer Level)
Customer information - Name, email, phone, address
Any custom fields you've created for customers
Billing information and payment preferences
Contact details
Invoice Records (when Workflow is set to Invoice Level)
Invoice status and payment information
Any custom fields on invoices
Collection stage indicators
Payment status fields
Credit Memo Records (when Workflow is set to Credit Note Level)
Credit memo status and approval information
Reference fields
Any custom fields on credit memos
Customer Payment Records (when Workflow is set to Transaction Level)
Payment method information
Reference fields and transaction details
Any custom fields on payment records