Global settings control specific app functionality that is used throughout JustOn Billing & Invoice Management.
Global Settings Overview
Global settings are implemented as a custom setting, where the data fields represent the app settings. The following fields, that is, app setting options, are available:
|Active Subscription Status
||Text (255)||A comma-separated list of strings that specify the active subscription statuses.|
|Adjust for Tax Rounding Differences
||Checkbox||Specifies whether to adjust
|Use Advanced Currency Management
||Checkbox||Specifies whether your org has advanced currency management enabled.|
|Accounting Gross Taxes on First Month
||Checkbox||Specifies whether to aggregate the taxes for gross values on the first booking detail month.|
|Allow Invoice Changes in Status Open
||Checkbox||Specifies whether to allow modifications to fields of invoices and invoice line items after finalization. Enabling this mode allows, for example, to import invoices in any status and to set an individual invoice number.
Use this feature with extreme care. Make sure to deactivate this setting as soon as the intended modifications are complete.
||Checkbox||Specifies whether to allow overpayments on open invoices, not splitting balances.|
|Allow Pro Forma/Deposit Dunnings
||Checkbox||Specifies whether to allow dunning reminders for pro forma and deposit invoices.|
|Always Create Content Distribution
||Checkbox||Specifies whether to create a public link for all invoice PDF files.|
|Attach Invoice PDFs to Account Statement
||Checkbox||Specifies whether to clone and attach invoice PDF attachments to account statements.
Large or many PDF files will quickly exceed the heap size limit.
||Text (255)||The secure connection URL of your Salesforce site, like
Must end with a trailing slash
|Billed Opportunity Stage Name
||Text (40)||Allows to define an opportunity stage to which billed opportunities are set automatically when invoices are finalized.|
|Create Bookkeeping Data
||Checkbox||Specifies whether to create booking periods and booking details for finalized invoices.|
|Decimal Places for Quantity
||Number (2,0)||Default setting for decimal places in
|Decimal Places for Unit Price
||Number (2,0)||Default setting for decimal places in
|Disable Statistic Line Items
Used to disable the export of invoice line item data with the deprecated Invoice Statistics extension.
||Text (255)||The API name field of the transaction object that is to be accumulated for the display quantity.|
|Enable Accounting in Gross Values
||Checkbox||If checked, JustOn uses gross values when creating bookkeeping data.|
|Enable JustOn Cash Management
||Checkbox||If checked, JustOn creates entry records in JustOn Cash Management for finalized invoices and created installments instead of balance records.|
|Enable Transfer Booking Details
||Checkbox||If checked, JustOn directly transfers balance amounts moved between accounts using transfer booking details.
This option is available as of JustOn 2.72.
|Use End of Month as Booking Date
||Checkbox||Specifies whether to set the last day of the month as the booking date for booking details produced for non-tax details.
This option is available as of JustOn 2.57.
||Number (3,0)||Specifies the grace period (days) for the subscription renewal.|
|Ignore EInvoice Validation Warnings
||Checkbox||Specifies whether to ignore any produced e-invoice validation warnings. If set, no validation warnings will be reported, and the e-invoice status is set to
|Ignore Invoices for MRR Metrics
||Checkbox||Specifies whether subsequent metric records are set to the item's next invoice date or start from the original start date. If activated, item price or quantity changes update MRR metrics starting from the relevant start date, irrespective of the item's next invoice date.|
|Invoice PDF URL
||URL (255)||Specifies a custom URL for invoice PDF files.|
|Late Fee Rate
||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.|
||Text (7)||The cutoff for logging. Log statements below this level are not logged. Possible values include (in this order):
|Merge Items on Renewal
||Checkbox||Specifies whether to merge multiple items with the same criteria into a single item during subscription renewal.|
|Move Tax Booking Details to Payment Date||Checkbox||Enables payment date-based creation of tax booking details.|
|Multiple Draft Invoices
||Checkbox||Allow multiple draft invoices per subscription for different invoice runs.|
|Multiple Draft Statements
||Checkbox||Allow multiple draft account statements per statement run period and filter.|
|Not Billed Opportunity Stage Name
||Text (40)||Allows to define an opportunity stage to which partly billed or not billed opportunities are set.|
||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 include (in this order):
||Text (255)||Send notifications for finished batches via email. No notifications will be sent if empty.|
||Text (255)||Allows to define a comma-separated list of pricebook entry fields in order to customize the picklist on the New Item From Product page. Defaults to
|Rewrite InvoicePDF URL
||Text (255)||Page name: InvoicePDF|
|Rewrite Invoice URL
||Text (255)||Page name: Invoice|
|Rewrite PaypalBuyerReturn URL
||Text (255)||Page name: PaypalBuyerReturn|
|Rewrite PaypalIPN URL
||Text (255)||Page name: PaypalIPN|
|Rewrite QpayBuyerReturn URL
||Text (255)||Page name: QpayBuyerReturn|
||Checkbox||Specifies whether to settle open credits with the next invoice finalization batch.|
||Checkbox||Specifies whether to settle open invoices with the next invoice finalization batch.|
||Checkbox||Specifies whether to create a task for all sent invoice emails.|
|Use Billing Address for Tax
||Checkbox||Specifies which invoice address to use for the tax calculation: if unchecked, the shipping address, if checked, the billing address.|
|Use Debtor No for Deferred Revenue
||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
||Number (13,5)||Defines an amount for the threshold that triggers the automatic creation of a write-off balance when a payment is registered.|
||Text (3)||Specifies the ISO code of the currency to be used for a threshold amount.|
||Number (13,5)||Defines an amount for the threshold that triggers the automatic creation of a write-off balance when an invoice is finalized.|
||Percent (13,5)||Defines a percentage for the threshold that triggers the automatic creation of a write-off balance when a payment is registered.|
Modifying Global Settings
Depending on your organization's or business use cases' requirements, you must modify a global setting:
Click to enter Setup, then open Custom Settings.
In Salesforce Lightning, navigate to Custom Code > Custom Settings.
In Salesforce Classic, navigate to Develop > Custom Settings.
Click Manage in the row of Global Settings.
- Click Edit in the row of Default.
Specify the details as necessary.
For details, see Global Settings Overview.