Mailhook and NetSuite: Remittance Advice Matching Template

This Spojit template reads remittance advice PDFs that customers email in, then marks the matching NetSuite invoices as paid and flags anything it cannot reconcile.

What It Builds

A Mailhook trigger gives the workflow its own inbox address. When a customer emails a remittance advice, an Attachment node pulls the PDF bytes, the PDF connector reads the text, and an Agent-mode Connector node extracts each invoice number and paid amount. The workflow then looks up and marks the matching NetSuite invoices as paid, and emails back a short list of any lines it could not match.

The Prompt

Paste this into Miraxa and it builds the workflow, connecting the tools for you:

Build a workflow that triggers when a customer emails a remittance advice to a mailhook address. Read the attached PDF, extract every invoice number and paid amount, and mark the matching NetSuite invoices as paid. Email me a summary listing any invoice numbers or amounts that could not be matched.

Connectors Used

Mailhook - the trigger; each inbound email to the workflow's address starts a run.
PDF - reads the remittance advice text from the attached file.
NetSuite - looks up invoices and marks the matched ones as paid.

Customize It

Adjust the prompt to fit your books: match on a purchase order or reference number instead of invoice number, require an exact amount match before marking paid, or change where the unmatched summary is sent. You can also tell it to record a partial payment when the paid amount is less than the invoice total.

Tips

Give the NetSuite connection permission to read and update invoices so the paid status can be written back.
Use Agent mode for the extraction step so it reads varied remittance layouts; keep NetSuite updates in Direct mode for predictable writes.
Always review the unmatched list: short payments and unfamiliar reference formats are the usual culprits.