Which operations can be automated?
In Salesforce, you can automate recurring operations using various mechanisms (like scheduled jobs or flows) – that is, you can configure them to run without user intervention. JustOn Billing & Invoice Management leverages and supports automation for the following operations out of the box:
Lifecycle Phase | Option |
---|---|
Billing Automation | |
Invoice Management |
|
Receivables/Payments | |
Bookkeeping | |
Reporting |
|