JustOn Service Specification
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, 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 allows for tracking payments and, based on the data obtained therefrom, managing your accounts receivable.
JustOn is developed using the the features provided by Force.com 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 Force.com in the Salesforce documentation.
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 combines and checks the customer and contract data that make up the basis for the invoice creation.
Invoicing: JustOn handles all steps of the invoicing process: preparing invoice data, creating invoices and distributing the documents.
Accounts receivable: JustOn registers payments and manages the accounts receivables, if required.
Reporting: JustOn provides reporting features to monitor finances, customers and KPIs.
In JustOn, 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 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 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 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.
The invoice run is the core concept of JustOn. 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 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 supports the distribution via email, the upload to cloud storage systems and the integration with e-invoicing services.
Invoice templates allow for generating invoices in your corporate design, in different languages and, if necessary, for multiple tenants or offices.
Invoices, credits, payments, refunds, dunning fees etc. create balance records. Consequently, balances show debits and credits for each account.
JustOn allows for monitoring payment transactions for invoices. To this end, JustOn can register payment entries from external systems and assign them to open invoices. JustOn can offset non-related invoices and credits of an account via settlements.
To support accounting purposes, JustOn allows for generating account statements. Account statements represent reports that summarize the balances of a given account for a specific time period.
Furthermore, JustOn 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.
Depending on your business requirements, you must transfer invoice data or payment data to external systems. To support this, JustOn provides a flexible CSV export mechanism for invoices and booking details, as well as the option to export SEPA XML bank transfer orders.
In addition, JustOn 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.
JustOn Add-Ons extend JustOn's capabilities - connect to third-party systems or add self-service or e-commerce functions.
The following connectors and add-ons are available:
- figo - service integration for retrieving banking transactions
- AvaTax - service integration for retrieving up-to-date tax data
- Basware - service integration for distributing electronic invoices
- Connector for DATEV - add-on for transferring accounting data to DATEV
- JustOn Self-Service Portal - add-on for providing self-service capabilities
- Jira Connector - add-on for retrieving tracked time data to be invoiced
- JustOn Connector - add-on for synchronizing data between two Salesforce organizations
- JustOn Invoice Statistics - add-on for preparing invoice-related statistical data
- JustOn Object Storage - add-on for externalizing Salesforce data
JustOn can support accounting processes and track payment transactions through providing corresponding data via data export and import or, respectively, API integration. However, JustOn does not constitute accounting or banking software.