Enabling Invoice Rounding
← Controlling Invoice Calculation
Some countries, like Switzerland or Sweden, have removed low-denomination coins from circulation. In these countries, payable amounts are rounded to the nearest multiple of the minimum currency unit available – either for cash transactions only, or for both cash and electronic transfers.
If your business requires invoice rounding, you can define rounding rules for a currency using the custom setting Currency Mapping.
Invoice Rounding Implementation
Each record can hold the following information:
| Field | Data Type | Description |
|---|---|---|
| Name | Text (3) | Specifies the ISO currency code. |
| Currency Sign | Text (5) | Specifies the currency symbol. |
| Activate Rounding | Checkbox | Controls whether the grand total of invoices in this currency is to be rounded. |
| Rounding Method | Text (128) | The method used for rounding the grand total of invoices. Available values include NONE, FLOOR, CEILING, DOWN, UP, HALF_DOWN, HALF_UP, HALF_DOWN_ZERO, HALF_UP_ZERO, HALF_EVEN.The default rounding method is NONE.For details, see, for example, RoundingMode. |
| Rounding Precision | Number (13,5) | Controls the precision for the rounding difference.0.05 rounds to 5 cents, 1.00 rounds to whole euros. |
Example configuration for Swiss currency rounding
In Switzerland, invoice amounts are rounded to 0,05 francs according to the following common rounding rules:
1,000 – 1,024 → 1,00
1,025 – 1,074 → 1,05
1,075 – 1,099 → 1,10
That is, to support the invoice rounding for Switzerland, you need the following currency mapping setting:
| Field | Value | Description |
|---|---|---|
| Name | CHF | The ISO currency code for Swiss francs. |
| Currency Sign | SFr. | The currency symbol for Swiss francs. |
| Active Rounding | Activates the invoice rounding. | |
| Rounding Method | HALF_UP |
Rounds towards the nearest neighbor according to the defined precision, unless both neighbors are equidistant, in which case rounds up. |
| Rounding Precision | 0.05 |
Rounds to 5 rappen. |
When applying invoice rounding, JustOn automatically creates a special invoice line item of the type Rounding Difference. This line item contains the value needed to round the grand total according to the rules defined in the currency mapping. On the invoice PDF, the rounding difference is printed between the tax rates and the grand total.
Info
Depending on your locale or your business, you may need to modify the display name for the rounding difference. To do so, edit the custom label Rounding Difference.
For help about modifying custom labels, see Managing Custom Labels.
Defining Invoice Rounding Settings
Create a currency mapping record for each currency for which you want invoice amounts to be rounded.
-
Click to enter Setup, then open Custom Settings.
In Salesforce Lightning, navigate to Custom Code > Custom Settings.
In Salesforce Classic, navigate to Develop > Custom Settings.
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Click Manage in the row of Currency Mapping.
- Click New.
- Specify the information as necessary.
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Click Save.
This creates the new currency mapping record.