Operation Overview
Billing Automation Invoice Management Accounting Support
Billing Automation
Managing Subscriptions
Managing Subscription Items
Managing Subscription Pricing
Invoice Management
InvoiceButtons component
JustOn Billing & Invoice Management provides a custom button bar for the invoice record detail page. It shows or hides actions depending on the record's status.
Buttons for draft invoices
Buttons for open invoices
Button | Context | Description |
---|---|---|
View PDF | Draft, Open | Generates a (new) PDF preview and displays it in an overlay window |
Delete | Draft | Deletes the current invoice |
Edit | Draft | Opens the current invoice in edit mode |
Clone | Draft, Open | Creates a copy of the current invoice in the status Draft |
Send | Draft, Open | Sends the current invoice to the specified recipients |
Register Payment | Draft, Open | Assigns a (payment) balance to the current invoice |
Create Credit | Open | Creates a (partial) credit for the current invoice |
Installments | Draft, Open | Creates a payment plan for the current invoice |
Set Order Discount | Draft | Applies an order discount to the current invoice |
Settle | Draft, Open | Initiates the settlement of a single invoice or credit using the current credit or invoice |
New Dunning | Open | Creates a single dunning reminder for the current invoice |
Postpone Payment Due | Draft, Open | Postpones the payment due date for the current invoice |
Set Business Entity | Draft | Sets a business entity to the current invoice |
Set Contacts | Draft | Sets the selected contacts for the current invoice and fills the address fields |
Copy Text | Draft | Copies the contents of the template text fields to the current invoice |
Finalize | Draft | Sets the status Open for the current invoice and generates the PDF file |
Cancel | Open | Creates a credit with the reversed amount of the current invoice |
Close | Open | Closes the current deposit or pro forma invoice |
Send E-Invoice | Open | Sends or resends the current invoice to Basware for distribution |
Recreate PDF | Open | Creates a new version of the PDF file for a finalized invoice |
Write-Off | Open | Creates a balance of the type Write off , immediately assigned to the current invoice or credit |
Manage IVA | Open | Creates an IVA booking detail to apply an individual value adjustment to the current invoice |
Managing Invoice Runs
Manually Creating Invoices
Managing Deposit or Pro Forma Invoices
Editing Invoices
Finalizing Invoices
Canceling Invoices
Creating Credits
Distributing Invoices
Manually Writing Off Invoices
Managing Individual Value Adjustment
Accounting Support
Managing Balances
Managing Payment Entries
Managing Settlements
Managing Account Statements
Managing Dunning Reminders
Exporting Invoices
Exporting Bank Transfer Orders
Exporting Booking Details
Managing Booking Detail Center Split
Transferring Bookkeeping Data to DATEV
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