Management of e-invoices in JustOn Billing & Invoice Management
Create, send, receive and manage electronic invoices in Salesforce
How can companies receive electronic invoices? How can e-invoices be created, sent and managed?
On this page, we answer these questions and present solutions for receiving and sending e-invoices via JustOn Billing & Invoice Management.
Requirements for creating and exchanging e-invoices
Creating e-invoices in Salesforce
Requirements for creating and exchanging e-invoices
Companies must create the prerequisites for fulfilling the e-invoice obligation themselves.
In addition to the data already used on invoices, the VAT identification number of the invoice issuer and the routing identification number of the invoice recipient are required for the exchange of e-invoices. These numbers are used to uniquely identify senders and recipients.
In addition, companies need software products that automate the following processes:
- Generation of e-invoices
- Sending e-invoices
- Receiving e-invoices
- Processing and archiving of incoming and outgoing e-invoices
With JustOn Billing & Invoice Management, you are already on the safe side from January 1, 2025 and can invoice your services and products in compliance with the law.
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Creating e-invoices in Salesforce
JustOn Billing & Invoice Management automatically creates e-invoices from finalized invoices. To do this, the application generates an XML file, validates it and saves it as an attachment to the invoice data record.
E-invoices can be generated in the following invoice formats:
- Peppol BIS Billing (with UBL syntax) for Europe-wide invoicing
- XRechnung (with UBL syntax) for invoicing within Germany
The creation and management of invoices in Factur-X format is currently under development and will be offered as a new function by the end of 2024.
As JustOn Billing & Invoice Management saves e-invoices as an attachment to the invoice data record, they can be managed and archived like all invoices in compliance with the law.
Sending and transferring e-invoices from Salesforce
The finalized e-invoices can be sent automatically from Salesforce via JustOn Billing & Invoice Management by e-mail or via invoice portals.
One of these invoice portals is the open network Peppol, to which e-invoices are sent and from there transferred to the recipients. JustOn Billing & Invoice Management supports the transfer option from Salesforce to Peppol.
The third option for transferring e-invoices in JustOn Billing & Invoice Management is the transfer to Basware Network Services, which can also be initiated with just a few clicks.
Receiving e-invoices in Salesforce
From January 1, 2025, all companies in the B2B sector must be able to receive invoices as e-invoices. This receipt can take place via email, invoice portals or special networks.
For invoice receipt in Salesforce, JustOn Billing & Invoice Management already offers the option of receiving e-invoices by email.
From January 2025, e-invoice receipt in JustOn Billing & Invoice Management will also be offered via the Peppol network.
