Disabling Automatic Balance Assignment

← Controlling Invoice Calculation

By default, JustOn Billing & Invoice Management assigns new or free payment balances on the account to invoices on finalization (see Automatic Balance Assignment).

You can disable the automatic assignment on invoice level through adding and selecting the custom checkbox field ON_NoAutoBalanceAssignment on the invoice.

1. Navigate to the fields list of the Invoice object.

2. Create the following new field.

   API Name	Data Type	Description
   ON_NoAutoBalanceAssignment	Checkbox Formula (Checkbox)	If selected, prevents available balances from being assigned to the current invoice. Using a formula, you can apply certain logic to have this field set automatically.

   For help about creating fields, see Managing Object Fields.