Setting Business Entity

← Editing Invoices

Business entity concepts

Certain business use cases require a Salesforce organization (the "virtual space" that includes all data and applications of an individual business) to hold specific billing-relevant information or to be further divided in subdivisions. To this end, JustOn has introduced business entities (up to JustOn 2.63, "tenants").

The business entity can hold billing-relevant or accounting-relevant information of your company or company subdivision, like address data, bank data or tax data. When using business entities, you can automatically assign a business entity to an invoice during the invoice creation. Consequently, the business entity information is available for downstream processes that may require it (like bookkeeping data generation or e-invoice creation), and can be printed to the invoice PDF via custom placeholders, like [BusinessEntityName] or [BusinessEntityIBAN].

You can define or change the business entity for draft invoices.

1. Open the invoice you want to modify.
2. Click Set Business Entity.

3. Select a business entity.

   The picklist includes the business entities defined using the corresponding custom setting.

4. Click Save.

   This sets the selected business entity for the current invoice.

Related information:

Business Entity