Data Sheet Frisbii

Access to Frisbii objects requires a named licence for each user who already has a Salesforce licence. The Frisbii Plus licence allows the Frisbii objects to be exposed to Community users.

The permissions, defined for each user by your System Administrator via profiles and permission sets in particular, depend on the nature of the underlying Salesforce license (refer to the article User licensing). If you have any question, please check with your Salesforce.com account executive, your integrator partner and/or your Frisbii account manager.

Permissions, which are defined for each user by your System Administrator via profiles and permission sets, depend on the nature of the underlying Salesforce license. If in doubt, please check with your Salesforce.com sales representative, your integration partner, and/or our sales department or Customer Success team.

For more information, please refer to the description of the Frisbii CRUD authorisations (CRUD Frisbii) and to our User and Admin Documentation, accessible on this site.

Frisbii Spring '25

MONITORING	Read Only	Sales	Finance	Admin	Community Read	Community Write	API
Quotation follow-up Issued quotations / to be issued
Invoice follow-up Issued invoices / to be issued
Collection monitoring Received payments / to be received
Calculation of MRR/ARR
Consultation of Reports and Dashboards According to sharing rights given by your admin
Creation of custom Reports and Dashboards According to sharing rights given by your admin
SALES CYCLE MANAGEMENT	Read Only	Sales	Finance	Admin	Community Read	Community Write	API
Creation of quotations from an Opportunity or from scratch
Synchronisation between quotations and opportunities
Quotations PDF generation
Product configurations and rules management
BILLING CYCLE MANAGEMENT	Read Only	Sales	Finance	Admin	Community Read	Community Write	API
1 click invoice generation from an opportunity or a quotation
Detailed invoice generation from an opportunity or a quotation
Invoicing milestones generation from an opportunity or a quotation
Credit note generation Partial or total
1 click subscription generation from an opportunity or a quotation
Billing schedule generation Recurring billing
Group billing of subscriptions
Indexed revision of subscriptions prices
Usage based billing
Multi-criteria invoices search engine
Mass export of PDF invoices
Regularization of invoicing
Pre-validation of invoices
COLLECTION MANAGEMENT	Read Only	Sales	Finance	Admin	Community Read	Community Write	API
Automatic generation of payment Pending payments
Payment recognition
Payment schedule generation
Dunning follow-up, manual sending of pre-formatted e-mail reminders
COLLABORATION	Read Only	Sales	Finance	Admin	Community Read	Community Write	API
In-context collaboration via Chatter on all Frisbii objects According to sharing rights given by your admin
Viewing and sharing notes and files According to sharing rights given by your admin
Task creation and assignment
SYSTEM AND GLOBAL ADMINISTRATION	Read Only	Sales	Finance	Admin	Community Read	Community Write	API
Editing the Frisbii administration panel
Data visibility and access rights management
Creation of custom fields Customising Lightning page layouts for Frisbii objects
Creating public list views, reports and dashboards According to sharing rights given by your admin
Customising the numbering of invoices and credit notes. Assigning several bank details to a corporate entity.
Customising quotation/invoice/credit note templates VisualForce pages
Inheritance of parameters applied by default PDF template, VAT rates, analytical axes, accounting accounts
Multi-currency support for the underlying Salesforce org
Multilingual interface management FR and EN; other languages possible
Communication templates management Direct mail, e-mails
Data import using standard Salesforce tools
AVAILABLE IN STANDARD EDITION (SE) OR ENTERPRISE EDITION (EE)*	Read Only	Sales	Finance	Admin	Community Read	Community Write	API
Business process automation
Generating invoices from the Quotation/Opportunity		SE	SE	SE			SE
Issuing and/or sending PDF invoices by email		SE	SE	SE			SE
Subscription lifecycle management (renewal, suspension, etc.)		SE	SE	SE			SE
Issuing reminder emails for unpaid invoices with differentiation in frequency and/or intensity		SE	SE	SE			SE
Generation of sales ledger entries for export to accounting
2-digit entries			SE	SE			SE
4-digit entries			SE	SE			SE
Monthly breakdown of revenue
Report on estimated deferred revenue**			SE	SE			SE
Multiple Corporate Names Billing from different legal entities
Management of one or more corporate names			EE	EE			EE
Management of one or more Bank Account Details for each Corporate Name			EE	EE			EE
Submission of invoices on the Chorus PRO portal***
Submission of invoices for designated accounts			EE	EE			EE
Submission of supporting documents associated with invoices for designated accounts			EE	EE
Return of Chorus Pro technical status			EE	EE			EE
Payment solutions								EE
One-shot payment: Stripe / Frisbii Pay			EE	EE			EE
Recurring payment: Frisbii Pay			EE	EE			EE
Deferred payment: Frisbii Pay			EE	EE			EE
PSP configuration				EE

*These features and automations are based on schedulable Apex classes and invocable methods. Their implementation therefore requires advanced Salesforce administration skills. We recommend that you entrust them to a Salesforce integrator if you do not have these skills, or contact our Customer Success team to find out how to activate them and learn about our support offering.

**Periodic allocation allows you to manage deferred revenue (PCA).

Deferred revenue is revenue recognized before the corresponding services have been performed. When a service is billed but not performed at the end of the period (or a good is billed but not delivered), Accrued Revenue (AR) should be recorded. The revenue is thus neutralized and the margin realized is deferred to the following fiscal year.

If you need to spread your invoices and invoice lines over several fiscal years, this feature allows you to do so using a periodic distribution line report.

***Since January 1, 2020, all companies working for the government or the public sector are required to send electronic invoices. All invoices must be accessible on the Chorus Pro portal, whether they were entered there or submitted when created on a third-party platform.

Chorus Pro is a centralized electronic invoicing platform for public procurement suppliers. Chorus Pro is intended for all suppliers and subcontractors (private and public) involved in public procurement. The portal allows them to submit and/or enter invoices, send them, track their processing, and view commitments issued by public services.

Your invoices for public companies, issued through Frisbii, must be submitted on Chorus Pro. This feature license allows you to do this automatically for accounts and/or invoices that you have identified as eligible.  

Scope

The Chorus submission can be configured from one or more company names. You must provide us with the login details of the various technical users of Chorus Pro so that the connection can be set up.

Documents (e.g., purchase orders, contracts) included in the Notes and Attachments section of the invoice to be sent are automatically included in the deposit.

Currently, only the deposit status is retrieved: this tells you whether the invoice has been deposited correctly. The payment status of the invoice is not retrieved, so you must log in to the portal to find this out.

How it works

Invoices eligible for submission (according to your criteria) are retrieved after issuance in a specific object (Submission) with the status “Ready to send to Chorus.” Twice a day, the Chorus connector retrieves all invoices with this status and sends them to the portal. The status of the invoice changes depending on the quality of the deposit:

technical error / data to be corrected / deposit made.

PLEASE NOTE

We regularly update our data sheet. It contains a description of our current features, as well as recommendations on how to set them up and use them.

Please note that certain changes may be made to our application in order to comply with the security or performance requirements of the underlying platform.

These changes may have an impact on your existing customizations and compliance with our licensing policy (user and/or functionality).

Our Customer Success team is here to help, so please don't hesitate to contact us: customer-success@frisbii.com