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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