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Finalizing Invoices

New invoices have the status Draft. You can check draft invoices for correctness and edit them as necessary. If you approve of a draft invoice, you Finalize it. This process

  • sets the status to Open, making the invoice effective, that is, due for payment (and unalterable),
  • sets a unique final invoice number based on the configured invoice counter (see Counters and Number Ranges), and
  • creates PDF documents.

Info

As of JustOn 2.49, find the produced files on Salesforce's Files tab in the group Owned by me, if not configured otherwise (see File Distribution).

You can finalize

  • a single invoice individually from its detail view,
  • selected invoices from the invoice list view (on the Invoices tab or the invoice run detail view), or
  • all listed draft invoices at once

Invoice Finalization Steps

The steps that JustOn executes on invoice finalization differ depending on whether you start a batch finalization from the invoice list view or an individual finalization from an invoice detail view.

Involved Steps Batch Finalization From List View Single Finalization From Detail View
Retrieve external taxes
Build transaction tables (for missing records)
Settle invoices
Assign balances
Finalize invoices
Finalize external taxes
Create installments
Create PDFs
Transfer to Paymill
Create transaction CSVs

Note

Once an invoice is finalized, you can no longer change it.

Individually Finalizing an Invoice

To finalize a single invoice individually from its detail view:

  1. Navigate to the Invoices list in the invoice run view or open the Invoices tab.
  2. Click the invoice ID to open the invoice's detail view.
  3. Click Finalize, then click Continue to confirm and complete the operation.
    ▶ This sets the status Open for the current invoice.

Next steps:

Distributing Invoices

Finalizing Selected Invoices

To finalize selected invoices from the invoice list view:

  1. Navigate to the Invoices list in the invoice run view or open the Invoices tab.
  2. Mark the checkboxes next to the invoices you want to finalize.
    Marking the checkbox in the table header selects all invoices listed on the current list view page.
  3. Click Finalize, then click Continue to confirm and complete the operation.
    ▶ This sets the status Open for the selected invoices.

Next steps:

Distributing Invoices

Finalizing All Invoices

To finalize all listed draft invoices at once:

  1. Navigate to the Invoices list in the invoice run view or open the Invoices tab.
  2. Click Finalize without prior selection, then click Continue to confirm and complete the operation.
    ▶ This sets the status Open for all draft invoices listed in the current invoice run view or in the Invoices tab.

Next steps:

Distributing Invoices