Global Settings
API Name: GlobalSettings__c
Global settings for bill.ON.
| Label | API Name | Type | Description |
|---|---|---|---|
| Name | Name |
Text(255) | |
| Active Subscription Status | ActiveSubscriptionStatus__c |
Text(255) | A comma separated list of subscription status which are considered during the invoice run. 'Active' is always considered. |
| Adjust for Tax Rounding Differences | AdjustTaxRounding__c |
Checkbox | Adjust 'Total (Tax)' and 'Grand Total' for tax rounding differences on invoices. Supports multiple tax rates. |
| Use Advanced Currency Management | AdvancedCurrencyManagement__c |
Checkbox | When advanced currency management is enabled, the Conversion Rate stored at the Invoice will be taken from the advanced conversion rate settings instead of the standard conversion rates. |
| Accounting Gross Taxes on First Month | AggregateGrossBookkeepingTaxes__c |
Checkbox | If selected, the taxes for gross values will be aggregated to the first booking detail month. |
| Allow Invoice Changes in Status Open | AllowInvoiceChanges__c |
Checkbox | This allows to change certain fields of invoices, in status 'Open', which are otherwise locked. You may use this to edit fields of imported invoices (e.g. Name). Use with care and keep it unchecked most of the time. |
| Allow Overpayments | AllowOverpayments__c |
Checkbox | Allow overpayments on open invoices and do not split balances. |
| Allow Pro Forma / Deposit Dunnings | AllowProformaDunnings__c |
Checkbox | When checked, dunnings (usually reminders) can be created for Pro Forma and Deposit invoices. |
| Always create Content Distribution | AlwaysCreateContentDistribution__c |
Checkbox | This option forces to always create content distributions for invoice and dunning pdf files. |
| Attach Invoice PDFs to Account Statement | AttachInvoicePdfToAccountStatement__c |
Checkbox | When enabled, the Invoice PDF Attachments are cloned and attached to Account Statements. Note: Large or many PDFs will quickly exceed the heap size limit! |
| Auto Queue Emails After Finalization | AutoQueueEmailsAfterFinalization__c |
Checkbox | Automatically queue emails for sending when invoices or dunnings are finalized. |
| Base URL | BaseURL__c |
Text(255) | |
| Billed Opportunity Stage Name | BilledOpportunityStageName__c |
Text(40) | Completely billed Opportunities will be set to this stage. |
| Create Bookkeeping Data for Deposit | BookingDataDeposit__c |
Checkbox | If activated, bookkeeping data will created for deposit invoices. |
| Create Bookkeeping Data | CreateBookkeepingData__c |
Checkbox | Once this is checked, JustOn will create Booking Periods and Booking Details for finalized invoices. |
| Decimal Places for Quantity | DecimalPlacesForQuantity__c |
Number(2, 0) | The default number of decimal places for the quantity as displayed on the invoice. |
| Decimal Places for Unit Price | DecimalPlacesForUnitPrice__c |
Number(2, 0) | The default number of decimal places for the unit price as displayed on the invoice. |
| Disable Dunning Fee Balances | DisableDunningFeeBalances__c |
Checkbox | Disable the generation of balances for dunning fees. The fees will then not be part of account balances. |
| Disable Statistic Line Items | DisableStatisticLineItems__c |
Checkbox | If checked, the statistics export won't export invoice line item data. |
| Disable Write-Off Reversal on Payment | DisableWriteOffReversal__c |
Checkbox | Assigns payments for written-off invoices to the account and prevents automatic assignment. |
| Display Quantity | DisplayQuantity__c |
Text(255) | API Name field of the transaction object, which is to be accumulated for the display quantity. |
| Enable Accounting in Gross Values | EnableGrossBookkeeping__c |
Checkbox | If checked, JustON will use gross values when creating booking data. |
| Enable JustOn Cash Management | EnableJustOnBankPayments__c |
Checkbox | |
| Enable Transfer Booking Details | EnableTransferBookingDetails__c |
Checkbox | When enabled this will create a transfer booking detail when balances are moved from one account to another. This is useful if you don't want to reverse the booking detail utilizing an intermediate account. |
| Use End of Month as Booking Date | EndOfMonthBookingDate__c |
Checkbox | When checked the Booking Date of Booking Details will be the last day of the month instead. |
| Grace Period | GracePeriod__c |
Number(3, 0) | Grace period in days for subscription renewal, i.e. the subscription renewal date is determined by: subscription end date - cancelation terms + grace period |
| Ignore EInvoice Validation Warnings | IgnoreEInvoiceValidationWarnings__c |
Checkbox | If set, validator warnings are not reported. |
| Ignore Invoices for MRR Metrics | IgnoreInvoicesForSubscriptionMetrics__c |
Checkbox | If set, item price/quantity changes update MRR metrics starting from the relevant start date, irrespective of already produced invoices. |
| Invoice PDF URL | InvoicePdfUrl__c |
Url | Define a custom URL for Invoice PDFs. This might point to a force.com site. The URL may contain placeholders (e.g. https://your.force.com/ONB2__InvoicePDF?id=[InvoiceId |
| Late Fee Rate | LateFeeRate__c |
Percent(15, 3) | Defines the monthly interest rate for calculating the late fees for invoices. This value will be used if the rate is empty at the dunning level setting. |
| Log Level | LogLevel__c |
Text(7) | The cutoff for logging. Log-Statements below this level are not logged. Possible Values and their order: NONE, FATAL, ERROR, WARNING, INFO. |
| Merge Items on Renewal | MergeItemsOnRenewal__c |
Checkbox | Merge multiple items with the same criteria into a single item during subscription renewal. |
| Move Tax Booking Details to Payment Date | MoveTaxBookingDetailsToPaymentDate__c |
Checkbox | |
| Multiple Draft Invoices | MultipleDraftInvoices__c |
Checkbox | Allow multiple draft invoices per subscription for different invoice runs. |
| Multiple Draft Statements | MultipleDraftStatements__c |
Checkbox | Allow to create more than one statement (Account, Dunning) for the same period and filter. |
| Not Billed Opportunity Stage Name | NotBilledOpportunityStageName__c |
Text(40) | Partly or not billed Opportunities will be set to this stage. |
| Notification Level | NotificationLevel__c |
Text(7) | The cutoff for notifications. Notifications at the end of batch chains will only be sent, if the level has been reached. Possible Values and their order: NONE, FATAL, ERROR, WARNING, INFO. |
| Notification Target | NotificationTarget__c |
Text(255) | Send notifications for finished batches via EMAIL. No notifications will be sent if empty. |
| Pricebook Fields | PricebookFields__c |
Text(255) | Allows to define a comma separated list of pricebook entry fields in order to customize the picklist at the New Item From Product page. Defaults to 'Name'. |
| Rewrite InvoicePDF URL | RewriteInvoicePDFURL__c |
Text(255) | |
| Rewrite Invoice URL | RewriteInvoiceURL__c |
Text(255) | |
| Rewrite PaypalBuyerReturn URL | RewritePaypalBuyerReturnURL__c |
Text(255) | |
| Rewrite PaypalIPN URL | RewritePaypalIPNURL__c |
Text(255) | |
| Rewrite QpayBuyerReturn URL | RewriteQpayBuyerReturnURL__c |
Text(255) | |
| Separate Contra Account Booking Details | SeparateBookingDetails__c |
Checkbox | Create separate contra account booking details. |
| Settle Credits | SettleCredits__c |
Checkbox | Settle open credit memos with the next finalize invoice batch. This has no effect to manual settlement. |
| Settle Invoices | SettleInvoices__c |
Checkbox | Settle open invoices with the next finalize invoice batch. This has no effect to manual settlement. |
| Subscription Metrics Scope | SubscriptionMetricsScope__c |
Text(255) | Defines the scope that is considered for the subscription metrics creation, can be one of 'Subscription', 'Account' or 'Subscription, Account'. Fallback is "Subscription". |
| Track E-Mail | TrackEMail__c |
Checkbox | Create a task if an invoice email is send successfully. |
| Unbilled Revenue Tax | UnbilledRevenueTax__c |
Text(255) | Defines the tax handling for unbilled revenue. Can be one of 'Net', 'Gross' or 'Net+Tax'. Fallback is 'Net'. |
| Use Billing Address for Tax | UseBillingForTax__c |
Checkbox | Define the invoice address to use for tax calculation: unchecked -> shipping, checked -> billing. |
| Use Debtor No for Deferred Revenue | UseDebtorNoForDeferredRevenue__c |
Checkbox | Prefer the debtor no from the account for the BP AccountNo of deferred booking details instead of a collective account. |
| Write-Off Cap Amount | WriteOffCapAmount__c |
Number(13, 5) | The cap for the amount of write-off balances. Write-off balances are created when a payment is registered at the invoice, but only if the cap amount is not exceeded. |
| Write-Off Currency | WriteOffCapCurrency__c |
Text(3) | The currency ISO code for the Write-Off Amount fields. |
| Finalization Write-Off Amount | WriteOffFinalizationAmount__c |
Number(15, 3) | The upper limit that triggers the write-off balance creation when finalizing an invoice. |
| Write-Off Threshold | WriteOffThreshold__c |
Percent(13, 5) | The threshold (in percent) for the creation of write-off balances during payment creation. |