Enabling Custom Booking Dates

← Setting Up Invoice Finalization

JustOn Billing & Invoice Management allows for writing bookkeeping data for revenues and taxes from finalized invoices. When doing so, the software sets a booking date, which allocates the booking detail to a booking period.

Your business may require to use custom booking dates.

To enable the support for custom booking dates, you add the custom field ON_BookingDate to the Invoice object to determine the relevant date.

1. Navigate to the fields list of the Invoice object (ONB2__Invoice__c).

2. Create the following new field.

   API Name	Data Type	Description
   ON_BookingDate	Date Formula (Date)	Produces the booking date according to custom requirements.

   If you need, for example, the booking date to be the invoice's service period end, create a formula field with the formula ONB2__ServicePeriodEnd__c.

   For help about creating fields, see Managing Object Fields.

This writes a booking date according to your business' requirements to the invoice. When creating booking details, this date is passed as the booking date.

Info

If ON_BookingDate is not set, JustOn uses the invoice date as fallback.