Billing automation

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2. October 2023

SCHUFA Credit Information

SCHUFA credit information

Automatic SCHUFA credit check for Salesforce

Safe time and money

Reduce your administrative effort with automatic SCHUFA credit information.

Minimize financial risks

Check your customers’ liquidity and reduce the risk of non-payment.

Strengthen relationships

Create the basis for sustainable and trusting customer relations.

More trust and security

Long-term customer relationships are based on transparency and trust. Check the liquidity of your business partners directly in Salesforce.

You can use our software to automatically retrieve SCHUFA information. We offer various types of reports for the B2B and B2C sectors provided by our partner SCHUFA.

Selection of credit information

JustOn SCHUFA Inquiries allows you to retrieve different types of SCHUFA information. For the B2B area, companies benefit from:

SCHUFA Short Inquiry
SCHUFA Short Inquiry Direct
SCHUFA Compact Inquiry
SCHUFA Full Inquiry
SCHUFA Monitoring

In the B2C sector, the following SCHUFA checks are particularly relevant:

SCHUFA Inquiry
SCHUFA Identity Check

All types of SCHUFA information are directly accessible in our Salesforce application and can be retrieved from there for each account.

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Retrieval based on a legitimate interest

In order to request a SCHUFA inquiry, you must indicate a legitimate interest within the meaning of the General Data Protection Regulation (DSGVO). The basis is a contractually fixed business relationship between your company and your customers. JustOn SCHUFA Inquiries supports the following legitimate interest types for B2B-type inquiries:

Ownership structure
Credit check
Receivable
Initial business contact
Credit decision
Overdue claim
Insurance contract
Enforcement information

Automatic Monitoring

In addition to the situational assessment of the creditworthiness of business partners, the app provides the SCHUFA monitoring. Companies operating in the B2B sector can access updated information at any time via permanent monitoring.

This enables companies to compare SCHUFA credit information and to better assess opportunities and risks even beyond the conclusion of the transaction.

Storage of the information

Each requested inquiry is saved directly at the customer account in Salesforce.

There, it can be opened and downloaded as pdf document.

The automatic SCHUFA check for Salesforce complements your 360-degree customer view and reduces the risk of non-payment.

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JustOn SCHUFA Inquiries

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2. 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

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JustOn Billing & Invoice Management

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2. October 2023

GoB and GoBD Compliance

GoB and GOBD compliance

GoB and GoBD compliance as a tax law basis

GoB and GoBD: The principles of proper accounting

Since 2015, the Principles of Proper Accounting (GoB) and the Principles for the Proper Keeping and Storage of Books, Records and Documents in Electronic Form and for Data Access (GoBD) have applied throughout Germany as the tax law basis. They set out the rules for creating, changing, arranging and archiving invoice documents.

Since 2017, non-compliance with these principles can result in fines.

In order to act safely here, it is recommended that companies automate their billing & invoicing processes using software that already complies with the principles. Our products are certified and offer this security to customers.

Automatic financial processes as solution

Automated, digital financial processes make it much easier to comply with the principles – which are complicated at first glance – and offer far-reaching advantages over manual invoice generation in other programs.

Software products from JustOn guarantee tax-compliant invoice creation, seamless, secure and timely archiving of data and receipts, and document storage.

In addition, the verifiability of all bookings is improved.

Companies benefit from time savings both during the fiscal year and when preparing the annual accounts, for which the software already provides the complete information.

Certification according to IDW PS 880

JustOn Billing & Invoice Management is certified according to IDW PS 880 standard for information security applicable in Germany. This certificate gives users the assurance that the principles for creating, editing and archiving invoice documents in the billing process are being followed.

The IDW PS 880 standard confirms that automatic billing & invoicing using software from JustOn complies with the GoB and the GoBD.

Even if these principles change, our customers are on the safe side because our software is regularly adapted to the new regulations.

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JustOn Billing & Invoice Management

More Info

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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.

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JustOn Billing & Invoice Management

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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.

JustOn_Cash_Management_Payment_Management

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.

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JustOn Cash Management

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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.

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JustOn Cash Management

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2. October 2023

Analytics and Reports

Data analytics for successful liquidity management

Key metrics at a glance

In addition to the automatic invoicing & payment management, JustOn offers a flexible analytics system.

Using preconfigured reports, which you can easily adjust to your needs, you always keep track of finances, customers and key performance indicators.

Data evaluation becomes the basis for creating value and new business models, thus becoming a genuine value itself.

Real-time revenue data

JustOn gives you real-time access to your revenue data. On this basis, you can develop new business models, improve the customer loyality and control your company purposefully using financial metrics.

The automated reporting system of JustOn shows for example insights into recurring revenue, one-time revenue and usage-based data.

The consistent use and analysis of data becomes an important driving force for your company’s growth.

Overview of revenues and KPI

Our data analytics and reports not only give you an overview of your revenues, but also of all relevant key performance indicators (KPI).

Automated reports and analyses also enable you to evaluate key performance indicators in a well-founded manner:

Revenue
Monthly recurring revenue (MRR)
Customer lifetime value (CLV)
Cashflow
Customer churn rates

360-Degree Customer View

Analytics and reports are gaining ever more importance with respect to the customer and the customer churn. Transparent reports show the payment behaviour, which can be used to forecast future customer behavior, detect customer churn at an early stage and, at best, prevent it.

JustOn offers a reporting system, that combines different data:

Customer and usage-based data
Trouble ticket and order management data
Invoicing and accounting data

Based on customized reports, you can create customer profiles that help you to improve the customer loyality.

Data analysis as key to success

The JustOn analytics system enables revenue forecasts, becoming the sound base for the future development of your business, your products and services.

The enhanced analytics and reporting capabilities, which include contract-based data, and the view on relevant key indicators allow you to generate, for example, real-time previews of expected revenue based on current contracts or subscriptions.

JustOn also considers the accrued liabilities. The accrual represents a particular challenge in revenue forecasting because sales are not always posted in the period in which they are settled (revenue recognition).

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