Which operations can be automated?

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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	Subscription creation and update Subscription price increase <.mdul>
Invoice Management	Invoice creation Invoice finalization on invoice run or with flow Deposit invoice and pro forma invoice closure Tax data retrieval KID generation
Receivables/Payments	Payment balance assignment Payment instrument creation and update Dunning run Invoice write-off Individual value adjustment
Bookkeeping	Bookkeeping data creation Invoice/booking detail CSV export File upload to cloud storages
Reporting	Account metrics and subscription metrics creation Cash metrics creation