JustOn Concepts Outline
We provide detailed explanatory documentation on the functional areas of JustOn Billing & Invoice Management. For a general outline of the main concepts and features, just read on.
Automated billing, invoicing and AR management
JustOn Billing & Invoice Management is a software for creating and managing electronic invoices.
It combines and checks the customer and contract data that make up the basis for the invoice creation. With JustOn Billing & Invoice Management, you can automatically capture costs, create according invoices, check, approve and distribute the invoices. It supports filing invoices for archiving purposes and, if set up, registering bookkeeping data in accounting systems.
In addition, JustOn Billing & Invoice Management allows for tracking payments and, based on the data obtained therefrom, managing your accounts receivable.
JustOn Billing & Invoice Management can support accounting processes and track payment transactions through providing corresponding data via data export and import or, respectively, API integration. However, it does not constitute accounting or banking software.
JustOn Billing & Invoice Management is developed using the features provided by Salesforce Platform and thus, completely integrated in Salesforce's software development and operating platform with respect to
- Business logic
- Data storage and exchange
- User interface
Please find additional information about the app integration in Salesforce Platform in Understand the Salesforce Architecture.
For further technical details about JustOn Billing & Invoice Management, see Basic Technical Information.
There are four Salesforce editions for production use:
You can use any of these editions to run JustOn Billing & Invoice Management.
Be aware that JustOn Billing & Invoice Management requires the following Salesforce features to be enabled:
JustOn Billing & Invoice Management comprises four main functional areas:
Billing: JustOn Billing & Invoice Management combines and checks the customer and contract data that make up the basis for the invoice creation.
Invoicing: JustOn Billing & Invoice Management handles all steps of the invoicing process: preparing invoice data, creating invoices and distributing the documents.
Accounting: As well as managing accounts receivable, JustOn Billing & Invoice Management writes bookkeeping data.
Reporting: JustOn Billing & Invoice Management provides reporting features to monitor finances, customers and KPIs.
|Set up subscriptions
including items and their pricing
Set up usage data billing
Billing arbitrary objects
|Execute invoice runs
to produce invoices
Register payment entries
Create account statements
Create bookkeeping data
|Manage metric objects
Configure business reports
Schematic overview of the main concepts
In JustOn Billing & Invoice Management, you model your contracts. See the corresponding objects, the subscriptions, as a "blueprint" for the future invoices: They combine the relevant account information with the details of the products and services to be charged. You can create and edit subscriptions manually or have them built automatically.
In the context of subscriptions, you manage the items – your products and services – that will figure as invoice line items on the created invoices, as well as the applicable pricing and billing models – including price tiers and installments.
JustOn Billing & Invoice Management allows for billing usage data, that is, variable product consumptions like volume or traffic data, service coverage, etc. To support corresponding business models, you can define minimum fees, which are to be invoiced irrespective of the actually incurred costs.
JustOn Billing & Invoice Management supports creating invoices from arbitrary objects (like contracts, orders or opportunities) that are configured accordingly, "bypassing" the subscriptions. To this end, you can set up the generic invoice run for billing arbitrary objects.
For further details, see Billing Support.
The invoice run is the core concept of JustOn Billing & Invoice Management. It is the operation that creates invoices based on the customer and contract data and the product and price information. You can start the invoice run manually or automatically on a regular basis. In addition, you can create invoices manually as well as generate credits, deposit invoices or pro forma invoices.
You can check draft invoices for correctness and edit them as necessary. If you approve of a draft invoice, you finalize it. This makes the invoice effective, that is, due for payment. In case of errors, you can cancel invoices.
In the context of invoicing, you configure how JustOn Billing & Invoice Management handles taxes. Depending on your business requirements, you can internally calculate taxes based on given tax rates or on tax rates as determined by tax rules, pass through precalculated tax data as taken from an external system, or integrate an external tax provider.
With respect to the invoice distribution, JustOn Billing & Invoice Management supports the distribution via email, the upload to cloud storage systems and the integration with e-invoicing services.
For further details, see Invoicing Support.
Invoices, credits, payments, refunds, dunning fees etc. create balance records. Consequently, balances show debits and credits for each account.
JustOn Billing & Invoice Management allows for monitoring payment transactions for invoices. To this end, the software can register payment entries from external systems and assign them to open invoices. JustOn Billing & Invoice Management can offset non-related invoices and credits of an account via settlements.
To support accounting purposes, JustOn Billing & Invoice Management allows for generating account statements. Account statements represent reports that summarize the balances of a given account for a specific time period.
Furthermore, JustOn Billing & Invoice Management supports dunning processes to help you track and claim outstanding payments. Using multiple dunning levels you can control for which invoices, at what times and, optionally, at what costs you want to notify your customers about outstanding payments.
JustOn Billing & Invoice Management allows for writing bookkeeping data for finalized invoices, bookkeeping data for payment balances, as well as preliminary bookkeeping data for subscriptions. These records can then be transferred to bookkeeping systems like DATEV or SAP.
Depending on your business requirements, you must transfer invoice data or payment data to external systems. To support this, JustOn Billing & Invoice Management provides a flexible CSV export mechanism for exporting invoices and for exporting booking details, as well as the option to export SEPA XML bank transfer orders.
For further details, see Accounting Support.
For analytics and reporting purposes, JustOn Billing & Invoice Management introduces specific metric objects, which can be set up to track and display invoicing-relevant changes.
In addition, JustOn Billing & Invoice Management makes use of Salesforce's reporting feature, providing a number of specific business reports based on your org's invoicing-relevant data. You can select and add these reports to your Salesforce org.
For further details, see Reporting and Analytics Support.
JustOn Add-Ons extend the capabilities of JustOn Billing & Invoice Management – connect to third-party systems or add self-service or e-commerce functions.
The following connectors and add-ons are available:
- JustOn Cash Management – software for integrating banks and payment service providers
- AvaTax – service integration for retrieving up-to-date tax data
- Basware – service integration for distributing electronic invoices
- VIES – service integration for validating the value added tax identification number of businesses in the EU
- Connector for DATEV – add-on for transferring accounting data to DATEV
- Jira Connector – add-on for retrieving tracked time data to be invoiced
- JustOn Connector – add-on for synchronizing data between two Salesforce organizations