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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.

  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.