How to control net or gross invoicing?

← Billing & Invoice Management FAQ

Depending on your business or legal requirements, the nature of your products, etc., you must create net invoices, gross invoices or both of them. This behavior is controlled using the specific checkbox field GrossInvoice__c on the invoice line item.

You can set the checkbox individually on each invoice line item. This allows to specify whether to generate net invoices, gross invoices or mixed net/gross invoices.

If the checkbox is selected (the value set true), the unit prices of the invoice line items are considered gross prices. That is, JustOn Billing & Invoice Management deducts any applicable taxes from the unit prices.

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

2. Create the following new field.

   API Name	Data Type	Description
   GrossInvoice	Checkbox	If selected (the value set true) for an invoice line item, the unit price is considered a gross prices, and any applicable taxes are deducted.

   For help about creating fields, see Managing Object Fields.

You can use the ON field mechanism, Salesforce flows or other automation tools to have this checkbox set automatically when generating invoices and invoice line items. When doing so, make sure to use the correct API name GrossInvoice__c.

Related information:

Understanding the ON Field Mechanism
Lightning Process Builder | Salesforce Help