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Glossary

A | B | C | D | E | G | I | O | P | R | S | T | U | V | W

A

account
Standard Salesforce object for customers, see Accounts
DE Account
account statement
Specific type of the statement object, represents a report that summarizes the balances of a given account for a specific time period
DE Kontoauszug
accounts receivable
Group of processes and mechanisms in JustOn for tracking and managing payment requests
DE Forderungsmanagement

B

balance
JustOn object for tracking debits and credits for each account (invoices, credits, payments, refunds and others)
DE Saldo
billing
Group of processes and mechanisms in JustOn for managing and collecting information about products and services to be billed
DE Billing
booking detail
JustOn object that represents a record in an accounting ledger, aggregated in booking periods and intended to be transferred to bookkeeping systems like DATEV, SAP or Microsoft Dynamics, produced from invoice line items when generating bookkeeping data for invoices, balance changes when generating bookkeeping data for payment balances, or items when generating preliminary bookkeeping data for subscriptions
DE Buchungsvorschlag
business entity
JustOn custom setting that represents a company or company subdivision and that can hold billing-relevant information to be used when creating invoices
DE Geschäftseinheit

C

cash metric
JustOn object that tracks subscription amount changes in order to display a business's cash flow
DE Liquiditätsmetrik

D

deposit invoice
Specific invoice type, used to request advance payments
DE Anzahlungsrechnung
dunning
Group of processes and mechanisms in JustOn to produce dunning notifications
DE Mahnung

E

export
JustOn mechanism to output invoice data or payment data for external systems
export_csv
Exporting invoices to CSV or booking details to CSV for accounting systems
export_xml
Exporting invoices or account balances to SEPA XML (transfer orders) for banks
DE Export

G

generic invoice run
JustOn operation for generating invoices from any accordingly configured objects, bypassing the subscription
DE generischer Rechnungslauf

I

invoice
JustOn object for the documented payment request as created per account with an invoice run
DE Rechnung
invoice criterion
Condition for distributing the invoice line items to multiple invoices when using subscriptions or the generic invoice run
DE Rechnungskriterium
invoice line item
JustOn object for a single billed product as included in an invoice
DE Rechnungsposten
invoice run
JustOn operation that creates invoices based on the products, their prices and, if applicable, any transactions as defined in the subscription, or based on an accordingly configured objects
DE Rechnungslauf
invoicing
Group of processes and mechanisms in JustOn for generating invoices
DE Fakturierung
installment
JustOn object that represents a staged payment plan set up for an invoice
DE Zahlplan
item
JustOn object for a product that is to be billed as part of a subscription
DE Posten
IVA
Short for individual value adjustment, an accounting procedure for devaluing outstanding payment requests (also known as allowance for bad debts)
JustOn supports IVA with accordingly configured dunning levels.
DE EWB (Einzelwertberichtigung)

O

ON field
JustOn custom field used to copy specific values to subscriptions and items or, respectively, invoices and invoice line items during subscription building and invoice runs
DE ON-Feld
opportunity
Standard Salesforce object for potential and closed deals, see Opportunities
DE Opportunity
org
Short for organization, the segregated instance of Salesforce with a defined set of licensed users, represents the virtual workspace that includes all data and applications of an individual business
DE Org

P

payment
JustOn object for a single installment payment as part of an installment payment plan
DE Zahlung
payment entry
JustOn object for a registered payment operation intended to meet an open invoice amount, can be acquired importing bank statements from CSV files or retrieving banking transactions from finleap connect
Using an integration with an external payment provider, like PayPal or Stripe, JustOn directly creates payment balance records for the captured amount.
DE Zahlungseintrag
payment instrument
JustOn object that holds credit card or bank account information used for the automatic payment collection
DE Zahlmittel
price book
Standard Salesforce object for a list of products and their assigned prices, see Manage Price Books
DE Preisbuch
price tier
JustOn means to specify multiple prices for an item, each being valid for a defined quantity range
DE Preisstaffel
product
Standard Salesforce object for physical items and services to be sold, see Products Concepts
DE Produkt
pro forma invoice
Specific invoice type, used as preliminary invoices with a quotation, for customs purposes, or to give an example of the charged prices
DE Proformarechnung

R

record
Single instance of an object, that is, one of multiple accounts, subscriptions, items, etc., see What's in a Database
DE Datensatz

S

settlement
JustOn mechanism for offsetting non-related invoices and credits of an account
DE Ausgleich
statement
JustOn object for the dunning statements that document outstanding payments as created per account with a statement run
DE Beleg
statement run
JustOn operation that creates both dunning notifications based on the open invoices of an account and account statements based on the balances of an account
DE Beleglauf
subscription
JustOn object that represents the billing plan for the contracted chargeable consumption of products and/or services
DE Fakturierungsplan
subscription metric
JustOn object that tracks changes to recurring or transactional items (like creation, termination, price/quantity modifications) to display the recurring revenue or growth/churn rates
DE Fakturierungsplan-Metrik

T

tax delta
Special invoice line item type used to offset tax rounding differences
DE Steuerausgleichsposition
tax detail
JustOn object that stores the individual tax information of an invoice line item for one of multiple applicable taxes
DE Steuerposition
template
Layout model for generating a PDF copy of an invoice, dunning reminder or account statement
DE Vorlage
transaction
(Intermediate) JustOn object for chargeable usage data
DE Transaktion
transaction builder
JustOn (background) mechanism for converting usage data to billable items
DE Transaktionserzeuger

U

usage data billing
JustOn mechanism for generating invoices from custom objects that represent product consumptions (volume or traffic data, service coverage, etc.)
transaction_bill
Itemizing and billing usage data
DE Verbrauchsdatenabrechnung

V

value aggregation
JustOn mechanisms for aggregating invoice and invoice line item fields on related object records
DE Werteaggregation

W

worklog
JustOn Jira Connector object that stores Jira worklog and Jira issue data
DE Arbeitsprotokoll