This article is intended only for Frisbii users who have subscribed to the Ecosio partner offering.
By default, your electronic invoices that are ready to be transmitted are automatically picked up by the Ecosio connector. The new Send to Ecosio action button, available on the Invoice, lets you manually submit an invoice to Ecosio without waiting for this automatic process.
Add the button to your Invoice page layout
As with the other e-invoicing actions, the Send to Ecosio button is not automatically added to your page layout upon installation. Your Salesforce administrator needs to add it once, via Lightning and mobile actions:
From any Frisbii invoice, click the Setup icon (⚙️) in the page header bar, then select Edit Object.
Click Mobile & Lightning Actions.
In the list of actions, find and add Send to Ecosio to your page layout.
Click Save.
Submit an invoice that is ready for filing
To be manually sent to Ecosio, the invoice must have a Deposit record whose Deposit Status is Deposit Ready. (For details on this field and all its values, see the article Tracking the filing of your electronic invoices.)
Open the record of the invoice in question.
Check that the invoice's Deposit Status is indeed Deposit Ready.
Click the Send to Ecosio action button.
The electronic invoice is submitted to Ecosio.
If the invoice is not ready for filing
If you click Send to Ecosio while the invoice's latest deposit does not have the Deposit Ready status, a warning message is displayed:
⚠️ "The invoice's latest e-invoicing deposit must have the status "Deposit Ready" before it can be sent to Ecosio."
This message can appear in two situations:
The latest deposit is in error
The invoice's Deposit Status is In Error.
💡 Best practice: regenerate a new electronic invoice by clicking the E-invoice XML button from the Invoice. A new Deposit record is then created with the status Deposit Ready. You can then click Send to Ecosio to submit the invoice.
As a reminder, each XML file generation creates a new Deposit record, to keep the full history of attempts.
The invoice has already been filed
The invoice's Deposit Status is New: the invoice was already transmitted to Ecosio during a previous filing. It is therefore no longer ready for filing — it has already been filed, and no further action is needed on your part.
Note: to track the full status of your deposits (Deposit Ready, Success, In Error…) directly from the Invoice, see the article Tracking the filing of your electronic invoices.