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
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
