How does JustOn copy certain source data to invoices?

← Billing & Invoice Management FAQ

When building invoices – irrespective of whether triggered manually or using the invoice run –, JustOn copies relevant information from invoice source records. You know the ON field mechanism, but there is more to it. So what is the general approach?

(1) Depending on the use case, JustOn first copies required data from the source records in this order:

• subscriptions (without ON fields)
• GIR source records (including ON fields)
• accounts (without ON fields)

Doing so, JustOn does not overwrite data that is already set. That is, if, for example, the value of Default Payment Due is already taken from the subscription, a value defined on the account will be ignored.

(2) Then JustOn copies ON field values from

• subscriptions
• accounts

unless the corresponding target fields are already set with the first copy operation.

(3) Finally, JustOn retrieves default values – usually from templates – for all required fields that are not yet set. If, for example, neither the subscription nor the account define a value for Default Payment Due, JustOn fetches it from the template. (If the payment due is not defined there either, JustOn defaults to 0.)

When manually creating an invoice, users are already prompted to set a number of invoice data, including account, template, invoice type, contact information. Once set, the invoice builder will not retrieve this data from any source record.

Info

Data that has been set will no longer be overwritten.