Which operations can be automated?
In Salesforce, you can automate recurring operations using various mechanisms (like scheduled jobs or flows) – that is, you can configure them to run without user intervention. JustOn Billing & Invoice Management leverages and supports automation for the following operations out of the box:
| Lifecycle Phase | Option |
|---|---|
| Billing Automation |
Subscription creation and update Subscription price increase |
| Invoice Management |
Invoice creation Invoice finalization on invoice run or with flow Deposit invoice and pro forma invoice closure Tax data retrieval KID generation |
| Receivables/Payments |
Payment balance assignment Payment instrument creation and update Dunning run Invoice write-off Individual value adjustment |
| Bookkeeping |
Bookkeeping data creation Invoice/booking detail CSV export File upload to cloud storages |
| Reporting |
Account metrics and subscription metrics creation Cash metrics creation |