Payment via SEPA direct debit

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4. October 2023

Invoice Management

Invoicing in Salesforce: Digital, fast, correct

Automatic Invoice Generation

JustOn Billing & Invoice Management handles your invoicing process and offers an efficient invoice management in Salesforce.

The software automatically captures customer and contract data as well as product and price information from your backend systems – Salesforce or other CRMs, ERP, project management or issue tracking systems.

It prepares this data, and generates, distributes and archives your invoices.

In all cases, you define the billing details, the level of automation and the invoice design.

Automatic Invoice Run

The invoice run is the core concept of JustOn’s invoice management. Based on the retrieved data, it generates invoices, pro forma invoices or credits, where you always determine the level of automation.

The automatic invoice run performs the following steps of the invoice management:
Retrieving customer and contract data
Retrieving product and price information
Preparing invoice data
Generating and updating draft invoices
Updating draft invoices
Generating invoices, pro forma invoices and credits

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Cancellations, credits & more

JustOn Billing & Invoice Management also allows for:

Canceling invoices
Creating invoices manually
Triggering partial credits, settlements or refunds
Defining invoice runs for different invoicing periods
Starting invoice runs manually or automatically
Centrally generating invoices for multiple subsidiaries

Invoices in your Corporate Design

With JustOn Billing & Invoice Management, you create invoices exactly as you need. The software offers versatile layout and design options, and ships multiple invoice templates, which you can adjust to your corporate design.

In detail, JustOn provides:

Versatile options for your invoice layout and design
Options for defining e-mail content
Support for many languages
Multiple number and data formats
Multiple options to display usage data
Different layouts for multiple tenants or subsidiaries

Tax compliant invoices

Tax-compliant billing & invoicing: Companies can overcome this hurdle by automating their financial processes with JustOn.

Tax law requirements, national, European and international tax rates and other relevant tax rules can be solved with the help of JustOn Billing & Invoice Management.

The software enables companies to comply with the GoB and GoBD as the tax law basis in Germany, to check VAT identification numbers for cross-border transactions within the EU, or bill in compliance with North American tax rules for trade relations with the USA and Canada.

Invoice distribution and storage

JustOn automatically distributes and archives your invoices. Choose the variant your customers want from different distribution channels.

JustOn supports multiple channels for distributing invoices:

Distribution via mail
E-mail distribution of PDF documents
Integration with e-invoicing services like Basware and Crossinx
Upload to cloud storage services like Google Drive or Amazon S3
Convenient invoice archiving

JustOn Billing & Invoice Management Icon

Learn more about
JustOn Billing & Invoice Management

Test it now

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Free Web demo

We are happy to introduce JustOn products to you in a free web presentation.

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Test our software products for free and become convinced of its capabilitites.

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2. October 2023

Integration with DATEV

2. October 2023

Accounts Receivable

Accounts receivable

Reliable payment and accounts receivables management

Automatic accounts receivable

JustOn solves your challenges in accounts receivable management.

The software controls the process from booking an invoice, to checking the incoming payment, managing credits, creating reminders, and to registering and booking the payment receipt.

Preconfigured revenue reports help you to find late payments and to remind outstanding amounts.

Balance overview

Balance overviews and revenue reports show all customer transactions at a glance, be it debits or credits. The 360-degree customer view facilitates your account management.

With JustOn you always have a clear view on your customer’s balance records:

Invoices
Credits
Payment transactions
Refunds
Prepayments
Dunning reminder fees

Fast and correct payment registration

JustOn registers incoming payments from external systems and assigns them to invoices.

Preconfigured interfaces to payment providers allow faster payments:

Mollie
Adyen

JustOn also supports payments, payment management and payment reconciliation by

an EBICS compliant bank integration
the automatic SEPA direct debit

Reliable dunning process

The software automatically generates and sends reminders for outstanding payments. This helps accelerating account settlement.

The integrated dunning feature supports you in
Tracking and
Claiming outstanding payments

In the dunning proccess, you define how your customers have to settle due amounts:

Dunning levels
Payment due dates
Dunning fees

Data transfer in accounting systems

Use the JustOn integrations to external accounting systems like DATEV, SAP or Sage. This makes it perfectly easy to directly transfer invoices, payment data and relevant booking details to your tax consultants.

In this context, JustOn supports you by

Generating booking details for invoices
Exporting invoices to CSV files
Generating account statements that summarize the transactions of a customer for a certain period
Performing the initial account assignment

Direct data transfer to DATEV

The JustOn Connector for DATEV, made by JustOn and DATEV, provides for a secure and direct transfer of bookkeeping data from JustOn to DATEV Unternehmen online.

Use the JustOn Connector for DATEV to transfer all documents and relevant accounting data to the DATEV systems and thus to your tax consultancy.

Take a test drive or install our free 30 days trial: you get it on Salesforce marketplace AppExchange.

Learn more about our product
JustOn Billing & Invoice Management

Discover our products

Free Web demo

We are happy to introduce JustOn products to you in a free web presentation.

30 days trial

Test our software products for free and become convinced of its capabilitites.

Test it

Contact us

2. October 2023

Banking in Salesforce

Automatic EBICS-compliant banking in Salesforce

Automatic Banking in Salesforce

JustOn Cash Management enables EBICS-compliant banking and thus automatic, secure data exchange between Salesforce CRM or Salesforce applications and banks.

In compliance with the European Electronic Banking Internet Communication Standard (EBICS), companies can use the app to manage incoming payments, trigger SEPA direct debits and reconcile transactions automatically.

Protection for sensitive financial data

The bank connection via the European communication standard EBICS guarantees the best possible protection for sensitive financial data and enables flexible communication with multiple banks (multibanking).

The EBICS-compliant bank integration receives payment information directly without third-party providers, imports it into Salesforce CRM and matches it to the corresponding outstanding receivable.

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Overview of all banking data

Automatic banking via JustOn Cash Management offers one advantage above all.

All bank data, i.e. outgoing and incoming payments are mapped transparently, providing an overview of cash flow at all times.

Native Salesforce development

The bank integration, developed natively on Salesforce, integrates seamlessly with other JustOn products and all major ISV applications available on the Salesforce marketplace AppExchange – including Salesforce CPQ & Billing and Salesforce Order Management, as well as any custom object that maps a receivable.

Users work in the familiar Salesforce user interface with the security and effectiveness of the world’s best CRM platform.

Learn more about our product
JustOn Cash Management

Discover our products

Free web demo

We are happy to introduce JustOn products to you in a free web presentation.

30 days trial

Test our software products for free and become convinced of its capabilitites.

Test now

Contact us

2. October 2023

Automatic Payment Reconciliation

Automatic payment reconciliation

Matching of payments with invoices in Salesforce

JustOn_Cash_Management_Reconciliation_Online_Payments

Payment reconciliation via online banking

JustOn Cash Management connects your bank accounts via an EBICS-compliant integration with Salesforce and checks the incoming payments. It does not matter whether the payment was effected via a payment service provider, a SEPA direct debit or directly.

The system automatically matches incoming payments to your receivables stored in Salesforce. After successful matching, it completes the settlement, reconciling the receivables with the payments.

Direct connection to dunning processes

If payments have not been received, the system can n ow trigger the automatic dunning run to generate and send reminders and dunning letters.

Of course, you can use the automatic payment reconciliation and the following dunning process regardless of location and at any time, as they are 100% integrated into the Salesforce platform.

KPI at a glance

Automatic payment reconciliation is an important basis for successful liquidity management: It ensures that payments are received reliably and on time.

The extensive analysis functions of our software are helpful in this regard. Preconfigured or individual reports give you an overview of all transactions and your current cash flow. In addition, the analysis of the payment reconciliation helps you to make forecasts on customer churn.

Learn more about our product
JustOn Cash Management