You will find a list of questions that are most frequently asked to our support team.
How to make a quotation to add subscription line items?
Question:
You wish to make a quotation to add (upsell) or remove/modify (downsell) subscription line items.
Answer:
At the moment this feature does not exist in our package.
If you are interested, you can contact our support through the usual channels to prioritise this feature.
Why the First invoice only box is not taken into account?
Question:
You have ticked the box First invoice only on a subscription line item, but you cannot find the corresponding invoice line item on any invoice.
Answer:
In the APEX code for generating the billing schedule from the subscription, the date of the first invoice is stored at its creation.
When creating the invoice line items, the code compares the invoice date with the stored date to see if we are on the first invoice.
As a reminder, the generation of the subscription billing schedule is done in two steps:
Generation of all invoices (which are actually inserted in Salesforce)
Generation of all invoice line items, one invoice after the other.
Thus, automations at invoice insertion can run between 1 and 2.
If one of these automations changes the invoice date, then it will not be possible for the code to find the first invoice and add all the invoice line items from the subscription line item which should only appear on the first invoice.
Why is the amount of the subscription line item, which should only appear on the first invoice, not included in the invoice line item in question?
Question:
The amount of the subscription line item on which you have ticked the box First invoice only, is not the same on the invoice line item, which is generated for the first invoice.
Answer:
If you have activated the automatic prorating of subscriptions, you can exclude the subscription line item that should only be present on the first invoice in this way.
Here is an article on this subject: Automatic Prorating.
Why are the first invoices empty?
Question:
You have filled in all the information in your subscription. When the schedule is generated, the first invoices remain empty.
Answer:
The start date of the billing period is more than one month apart from the start date of the subscription.
For example, you have a monthly subscription that starts on 01/01 but the billing period does not start until 06/03.
The January and February invoices will be empty.
You must therefore reconcile the billing start date with the subscription start date.
Why the subscription did not renew automatically?
Question:
You have checked the Tacit renewal box or set up a Renewal Date, but at the end of the term your subscription did not automatically renew.
Answer:
This information is to be used in the automation of subscription renewals.
Here is an article on this subject: Renew a subscription
Why accounting data cannot be found from a subscription?
Question:
You wish to enter accounting data on a subscription, but the relevant accounting data cannot be found in the search field.
Answer:
In the search field Accounting data on Subscription, there are natively search filters:
To be considered:
1/ Accounting data: Account ID EQUAL TO Subscription: Account ID
The account of the accounting data must be the same as the account of the subscription.
2/ Accounting data: Corporate name ID EQUAL TO Subscription: Corporate name ID
The Corporate Name of the accounting data must be the same as the Corporate Name of the subscription.
I have renewed my subscription but the subscription line items are not included?
Question:
When I renew my subscription, my subscription line items are not taken back.
Answer:
This is because subscription items have their own "lifetime" in the subscription, so you need to change the end dates of your subscription line items to match the new end date (with renewal) of your subscription.
For example:
My subscription has an end date of 12/03/2021,
My subscription line items have an end date of 12/03/2021
If I renew my subscription until 12/03/2022, the end date of my subscription items must also be changed to 31/03/2022.
Tip:
In order to avoid this kind of problem, you can leave the end date of the subscription line items blank, so that they will automatically renew when you renew your subscription.
This tip only applies if you are sure that the subscription line items should renew each time you renew your subscription.
Why activating My Domain
Question:
You just received a notification from Salesforce to activate "My Domain" in your organization. You are wondering what the impact is on your Frisbii application.
Answer:
Indeed, to take advantage of some of the latest features of Frisbii, that are based on Lightning Web Components, it is necessary to activate My Domain :
Subscriptions - Billing regularization: This will allow you to set up and take advantage of regularization.
Subscriptions - asynchronous billing schedule generation: The same goes for the asynchronous generation of the billing schedule.
Please read this Salesforce article on how to activate My Domain.