Getting Started

You already use Salesforce to manage customers, deals or products. Now you want to monetize your offering – you need e-invoicing with JustOn Billing & Invoice Management.

This is your ten-minute quickstart:

• Install the software
• Create your first invoice
• License JustOn Billing & Invoice Management
• Get familiar with JustOn

Find more detailed guidelines in:

Best Practice: Setting Up a JustOn Project outlines how to roll out a productive project with JustOn Billing & Invoice Management.

Best Practice: Setting Up Billing and Invoicing Solution walks you through setting up JustOn Billing & Invoice Management completely for two major business scenarios: contract-based recurring billing and one-time sales.

Installing JustOn Billing & Invoice Management

Note

Be aware that JustOn Billing & Invoice Management requires the following Salesforce features to be enabled:

• My Domain
• Content Deliveries
• CRM Content

Three easy steps will get you going:

1. Visit the Salesforce AppExchange to get JustOn Billing & Invoice Management.
2. Click Get It Now to invoke the installation procedure.

3. Follow the instructions and provide the required information as necessary.

   When prompted

   • Choose the option Install for Admins Only (see why)
   • Allow access to third-party websites (see why)

   Specify whether you already use Salesforce or just need a demo version of Salesforce with JustOn Billing & Invoice Management.

   Once the installation is finished, you will get an email notification. JustOn Billing & Invoice Management is directly accessible. You are automatically granted a 30 day test license.

4. Enable access to the Balance object, its fields and the Balance tab, as well as to the Type field of the Task object.

   For details, see Enabling Access for New Users.

Info

For more details, see Installing JustOn Billing & Invoice Management. If you decide to make productive use of JustOn Billing & Invoice Management, see our best-practice article on Setting Up a JustOn Project and our Setup and Service FAQ section for hands-on information about installing and configuring the software.

Creating Your First Invoice

The heart of JustOn Billing & Invoice Management is the invoice run. It will considerably simplify your daily business processes. On just one click, you can create the invoices for your accounting period.

For a test, you can create your first invoice manually. Try it out:

1. Create an account with the required data (or use an existing account).
2. Create a subscription and link your account to the subscription.
3. Activate your subscription and create at least one item to bill.

Ready! You can now create your fist invoice clicking New Invoice.

The invoice run will create invoices based on the relevant customer and product data. Hence, your invoice will automatically contain

• Metadata like your customer's billing address and your own company address,
• The invoice line items and
• The tax data for your items.

Licensing JustOn Billing & Invoice Management

If you decide to keep JustOn Billing & Invoice Management after the test period of 30 days, you need to upgrade to a regular license. We recommend to contact our service team to clarify the following main topics:

• Does your organization already use Salesforce? If so, what version and license model do you use?
• What is the appropriate pricing model for you?
• How can the JustOn Customer Success team best assist your individual setup?
• Which add-ons or integrations do you intend to use?

Everything prepared? Let's start then!

Getting Familiar With JustOn

After logging in to Salesforce, call JustOn Billing & Invoice Management from the App Launcher. As you see, the JustOn Billing & Invoice Management user interface is seamlessly integrated in the Salesforce environment. You will find the standard Salesforce tabs like Home, Account or Opportunities, which let you access all your customers' data.

In order to provide the invoicing features, JustOn Billing & Invoice Management adds a number of new business objects, along with the according UI elements. These additions allow you to easily manage the invoicing data and processes.

Billing	Invoice Generation	Accounts Receivable	Reporting
Set up subscriptions including items and their pricing Set up usage data billing Billing arbitrary objects	Execute invoice runs to produce invoices or credits Configure templates	Manage balances Register payment entries Create account statements Process dunnings Create bookkeeping data	Manage metric objects Configure business reports

JustOn Billing & Invoice Management: Feature Outline gives an overview of the software's features, summarizing the main objects and outlining their basic interactions. For definitions of individual concepts, refer to our glossary.