How-To: Preparing Billing Data for JustOn Cash Management Integration

← Cash Management Best Practices

Introduction

Your business may have already been using JustOn Billing & Invoice Management before deciding to integrate with JustOn Cash Management. So there may be

• open invoices or installments without related entries, or
• payment-related balances (as produced by JustOn Billing & Invoice Management) without corresponding payments and entry items.

To prepare the existing data for downstream processing with JustOn Cash Management, you must generate the relevant records.

Solution Overview

To generate the missing records, you can use the invoice fix functionality – in particular, the tasks

• Create or Fix Entries
• Create Payments and Migrate Balances

Solution Details

1. Enable the invoice fix functionality.

   1. Add the Fix Invoices button to the invoices list view.
   2. Create the Invoice field CM_IntegrationError.

   For details, see Enabling Invoice Fix.

2. Execute the relevant invoice fix tasks.

   Task	Description
   Create or Fix Entries	(Re)generates outdated or missing entries. See Create or Fix Entries
   Create Payments and Migrate Balances	Creates missing payments from existing balances and makes the balances subject to JustOn Cash Management. See Create Payments and Migrate Balances

   For details, see Fixing Invoices.