Administration panel

How to access the Administration panel

Steps

Click on the application launcher.
Type Administration and click Administration.

Parameters > Frisbii parameters

This part of the Administration tab allows you to configure the parameters regarding these features bellow:

Which field is used as the default VAT field in opportunity items
The number of invoice lines taken into account by subscription generation
The number of subscription items to be grouped during subscription grouping
The activation of pro-rating in the fiscal year
The activation of the retention of pre-validated invoices during the regeneration of the schedule (subscription context)
The activation of the prohibition of calling “generic rollup” batches
The activation of checking the “Identical addresses” field by default on all accounts
The activation of e-commerce payments

Here are more details:

Default VAT field within the opportunity item	The opportunity is a Salesforce object, not a Frisbii object. For VAT management to work properly, you must define which field should be used by Frisbii triggers to calculate and apply the correct VAT rate for the opportunity to other Frisbii objects.
Maximum number of invoice lines generated per payment plan	Allows you to set the threshold of invoice lines processed synchronously when generating the payment plan. Here is an article on this subject: Generate invoice schedule asynchronously.
Scope of subscription grouping	Allows you to set the threshold for subscription items to be grouped when grouping subscriptions. For more information: Subscription grouping management
Enable pro-rating in fiscal year	Defines the default calculation base. Two articles on that topic: The calendar numbering period (365 days) Automatic prorating
Keep pre-validated invoices when regenerating the schedule	Draft invoices are automatically regenerated when the subscription schedule is generated. To avoid losing information on pre-approved invoices, you can exclude these invoices from deletion. For more information: Pre-validation of invoices.
Prohibit calling Generic Rollup batches	When creating and modifying an invoice, rollup summary fields are recalculated for Account, Opportunity, Quotation, and Subscription objects. These regular calculations can cause performance issues. Checking the box prevents these totals from being updated systematically, which can distort summary information on other objects.
Check by default Identical addresses on all accounts	By default, the delivery address and billing address are displayed on PDF invoices. This is a legal requirement if the two addresses are not the same. To avoid displaying both addresses, you can check this box. This also saves you from having to enter delivery addresses in the account field if this does not apply to your business.

Control Fields

The control fields allow you to define the conditions that trigger the invoking methods that come along in the Frisbii automation package.

Please find more information on the subject in this section: Setting up automation in Frisbii.

Control fields for the automated invoicing issuance	Allows the trigger of automated invoicing and conditions the records updates scheduled by Apex tasks Here is an article on this subject: Invoice issuing.
Control field for automated dunning of invoices	Enables automatic dunning of invoices from the Apex class. Here is an article on this subject: Dunning: Adding fields
Control field for automated subscriptions renewal	Triggers automated renewal of scheduled Subscriptions within Apex tasks.
Control field for automated subscriptions cancellation	Sets up the condition to automatically trigger the termination of subscriptions.
Control field for automated subscription termination	Schedules subscriptions ending
Control fiel for automated subscription activation	Sets up the condition to automatically trigger subscriptions termination.
Control field automated quotation invoicing	Enables automated billing. Here is an article on this subject: Generating invoices from quotations.
Control field for automated opportunity billing	Triggers automated billing of opportunities. Here is an article on this subject: Generating invoices from Opportunities.

Unlocking Options

The locking section allows you to secure the invoice/credit note data when issued.

Lock issued invoices/credit notes	Triggers locking invoices/credit notes when issued.
Activate automated naming of invoices/credit notes	Allows you to activate the automated naming of invoices/credit notes when issued.
Prevent the invoice/credit note number from being modified.	Blocks the modification of the invoice/credit number from the Corporate Name, allows organizes of the invoicing numbers in ascending order.
Prevent invoices/credit notes from being named manually.	Blocks manual naming of invoices/credit notes when issued.
Prevent the numbering periodicity from being modified.	Blocks the periodicity numbering modification on the Corporate Name or period.

PDFs backup management

This Files Management part of the Administration object allows you to activate how to save PDFs in Files.

Salesforce Files

Customize page layouts to include the associated Files list in order to show users the list of files associated with a record.

In the Files tab, organize and access your files.

Use Salesforce Files to share and collaborate on files, store files privately, manage version updates, and track files that are important to you.

Here's a Salesforce article on this topic Salesforce Files for more information.

Beware:
By default, all PDFs are stored in Salesforce Documents and not in Files.
This article shows the differences between Salesforce Files and Salesforce Documents.

Important:
Up to and including Spring '20:

Quotation PDFs stored in Files are saved in the library with the Salesforce ID that is first in alphabetical order.
Invoice PDFs are stored in the Invoices library, and if the user does not have permission to access it, the PDFs are stored in My Files.

Salesforce Documents

Allows to store files without attaching them to a record.
Every file, saved in the document library is located in a file.
The nature of the documents within the file determine the level of accessibility and the nature of the documents allowed.
Document File is only accessible with through the classic interface.

Enable the backup of subscription PDFs in files.	Enables saving of PDF files generated from a Subscription record in the File tab.
Enable the backup of PDF quotations in files.	Enables the saving of PDF files generated from a Quotation record in the File tab.
Enable the backup of PDF invoices in files.	Enables saving of PDF files generated from invoice records in the File tab.
Enable PDF export from Files	Enable bulk export of PDF invoices in list view via a Frisbii button Here is an article on this topic.

Licenses & Function Licenses

These tabs are used to display the Frisbii licenses assigned to users in your organization, as well as the feature licenses you have subscribed to. This allows you to anticipate future needs.

Frisbii Outsourcing

For customers who need to send a large volume of invoices within a given time frame, outsourcing PDFs to an external solution allows them to meet this requirement. This allows them to bypass Salesforce's processing time limitations.

In this case, when you invoice, your PDFs will not be generated automatically (via Frisbii) in Frisbii. The information in the Frisbii PDF will be sent to external services for processing.

This external connection is not included in your Frisbii subscription.

Control for automatic creation of PDFs after invoice issuance	Once this box is checked, invoice PDFs are not generated directly. They remain pending external action (such as electronic signature).
Control field for outsourcing creation of invoicing PDF	Fields intended to contain a value indicating that a response is expected from the external platform.
Scope of batch for outsourced creation of invoicing PDF	To manage the flow of data sent to external services.

Tools > Periodic Distribution

Periodic distribution consists of distributing the value of an invoice line over the months covered by that line, creating a periodic distribution line for each month.

The value is distributed on a pro-rata basis, according to the Start Date and End Date.

In Frisbii, periodic distribution is a child object of an invoice line.

For more information: Periodic Distributions.

Mass update of payment modes on draft invoices

This interface is intended for companies that use Stripe as their payment method. For a detailed explanation of these options, please read this article: Update the payment method selection list on all objects.

Further readings