How to customize the payment due calculation?
Usually, JustOn determines the
Payment Due Date of an invoice adding the value of
Payment Due (in days) to the set
Invoice Date. Your business may, however, require a more flexible way - like, for example, you want the
Payment Due Date always to be set automatically to the last day of the next month.
To this end, use the Invoice field
Payment Due Condition. It provides a way to define a custom calculation for the
Payment Due Date and for the
Payment Due value.
JustOn evaluates the
Payment Due Condition when the invoice is created and an invoice date is set as well as when an invoice is finalized. Each evaluation recalculates the values for
Payment Due Date and
Hence, do not set
Payment Due when using
Payment Due Condition.
The following table lists the calculation options for
Payment Due Condition and illustrates the behavior:
|Format||Result||Example Invoice Date||Example Payment Due Condition||Calculated Payment Due (Date)|
||Starting from the invoice date, goes to the last day of the month.||2018-02-05||
||Goes to the last day of the month, then goes to the next
||Starting from the invoice date, goes to next
To set the payment due condition for a draft invoice:
- Open the invoice you want to modify.
- Double-click the
Payment Due Conditionfield and specify the intended calculation condition.
- Click Save.
As an alternative to the manual configuration, you can have JustOn set the payment due condition automatically.
- When creating invoices from subscriptions, you can set the
Payment Due Conditionfield on the subscription.
- When creating invoices from other objects using the generic invoice run, you create the ON field
ON_PaymentDueConditionon the source object to have these values set on the resulting invoice.
- To define payment due conditions on an account-specific basis, you create and set the ON field
ON_PaymentDueConditionon the account.