Which operations can be automated?

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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:

• Subscription creation and update
• Subscription price increase
• Invoice creation
• Invoice finalization on invoice run or with flow
• File upload to cloud storages
• Deposit invoice and pro forma invoice closure
• Tax data retrieval
• KID generation
• Bookkeeping data creation
• Payment balance assignment
• Dunning run
• Invoice write-off
• Individual value adjustment
• Payment instrument creation and update
• Invoice/booking detail CSV export
• Account metrics and subscription metrics creation
• Cash metrics creation