FinalizeInvoiceChain

Batch Chain Name	Batch Chain Alias	Apex Classes
FinalizeInvoiceChain	FINALIZEINVOICE	BatchExternalTaxRetrieverHelper BuildTransactionTablesBatchHelper SettleInvoicesBatchHelper BatchFinalizeInvoice BatchAssignBalancesHelper BatchExternalTaxRetrieverHelper CreateInstallmentsBatchHelper GetPaymentLinksBatchHelper BatchPdfGenerate TransactionCsvBatchRenderHelper AutoSendInvoiceBatchHelper

The batch chain involves Apex classes for both batches and batch helpers. The helper classes include additional logic to determine which batches are actually required. Most of them include optimization logic, which skips batches that are not needed under the given conditions, especially when only a single invoice is finalized. JustOn Billing & Invoice Management applies the single invoice optimization when finalizing a single invoice from the invoice list view or from the invoice detail view.

Chain Item	Generated Batch	Description	General Conditions	Additional Conditions for Single Invoice
BatchExternalTaxRetrieverHelper	BatchExternalTaxRetriever	Retrieves tax information from an external tax provider	At least one business entity contains an external tax provider configuration	The business entity of the invoice contains an external tax provider configuration
BuildTransactionTablesBatchHelper	BatchBuildTransactionTables	One batch per transaction table configuration in template	At least one active transaction table configuration in any template
	BatchFinalizeTransactionTables	Finalization of the transaction table attachments	At least one active transaction table configuration in any template
SettleInvoicesBatchHelper	BatchSettleInvoices	One batch for invoice settlement and one for credit settlement	The corresponding settlement is enabled in the global settings	The settlement enabled in the global settings matches the invoice balance, for example, enabled invoice settlement for a credit invoice
BatchFinalizeInvoice		Finalize the invoice
BatchAssignBalancesHelper	BatchAssignBalances	Automatic free account balance assignment		The custom field ON_NoAutoBalanceAssignment__c is not set and there are free account balances available
BatchExternalTaxRetrieverHelper	BatchExternalTaxRetriever	Marks the retrieved tax data as final with the external tax provider	At least one business entity contains an external tax provider configuration	The business entity of the invoice contains an external tax provider configuration
CreateInstallmentsBatchHelper	BatchCreateInstallments	Creates installments	There is an existing installment configuration	The invoice uses installments
GetPaymentLinksBatchHelper	BatchGetEntryPaymentLinks	Create payment page links for all related entries	Active JustOn Cash Management integration and at least one active payment provider configuratin	The invoice is not a credit and the payment method is Online Payment
	BatchGetInvoicePaymentLinks	Create payment page link for an installment invoice	Active JustOn Cash Management integration and at least one active payment provider configuratin	The invoice is not a credit and the payment method is Online Payment
BatchPdfGenerate		Create the invoice PDF
TransactionCsvBatchRenderHelper	BatchTransactionCsvGenerate	One batch per transaction CSV table configuration in the template	At least one active transaction CSV table configuration for invoices is in scope
	BatchTransactionCsvFinalize	Finalization of the transaction CSV table generation	At least one active transaction CSV table configuration for invoices is in scope
AutoSendInvoiceBatchHelper	BatchInvoiceEmailQueue	Sets Email Status on invoices and statements to Queued	The email auto send feature is enabled
	BatchInvoiceEmail	Sends invoice and statement emails	The email auto send feature is enabled

Note

If you use an external tax data provider, the FinalizeInvoiceChain must include the BatchExternalTaxRetrieverHelper as configured by default. In this case, you must not override the standard FinalizeInvoiceChain using a Custom Batch Chain setting.