Controlling File Distribution

← Setting Up Invoice Distribution

JustOn Billing & Invoice Management generates PDF documents when finalizing invoices, dunning reminders and account statements. With this respect, JustOn provides a flexible control over how these documents are created and where they are put using the custom setting File Distribution.

Possible use cases include:

Using Salesforce Libraries and Folders Configuring Cloud Upload Enabling PDF Redistribution Enabling Draft PDF Distribution Defining Custom File Name Scheme Linking Files With Account

Export Settings or File Distribution?

JustOn Billing & Invoice Management uses the custom settings Export Settings and File Distribution to control the output of produced documents. It may be hard to tell which to apply. Remember that the two settings impact different aspects:

• Export Settings records control what to export – invoice and bookkeeping data CSV files or SEPA XML files.
• File Distribution settings control the output location of any produced files, be it PDF files for finalized invoices, dunning reminders and account statements, or exported CSV and XML files.

That is, your use cases determine which settings to use:

File export

If you export data to CSV files for accounting systems or to SEPA XML bank transfer orders, you need appropriate Export Settings records.

Exporting files (applying Export Settings) to the default location

File location

If you want produced PDF files for finalized invoices, dunning reminders and account statements to be output in a specific location (other than the group Owned by me in Salesforce Files), you need a corresponding File Distribution setting.

Defining a specific output location using a File Distribution setting

File export and file location

If you export data to CSV files for accounting systems or to SEPA XML bank transfer orders, you need appropriate Export Settings records. If you want the exported files to be output in a specific location, you need, in addition, a corresponding File Distribution setting.

To combine the two settings, the Name of the file distribution record must be specified as the Target in the export settings record.

Exporting files (applying Export Settings) to a specific location (applying File Distribution)