Linda delves into the documentation on Frisbii Pay and begins to configure the necessary parameters in her sandbox.
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Axel from the Finance Team asks Linda if she has any further information on setting up a Frisbii payment account. Setting up such an account is a prerequisite for using the new payment method. Linda does a quick online search and finds the following articles:
Once the Frisbii Pay account is set up, Linda creates a user for the Frisbii support team so they can set up the connector: support@frisbii-app.com
Check your Frisbii version
Next, the Salesforce administrator checks the Frisbii sandbox version. Unfortunately, she finds that an older version than 4.9 is being used, which is required to connect to Frisbii Pay. To ensure consistency with the production organization, she contacts Frisbii support to make the update.
Previously, Linda has read the following article:
Reminder: Access to the organization with administrator rights is an essential prerequisite for the deployment and configuration of the application and the execution of tests.
Check the prerequisites
1/ Automatic payments are activated in the Corporate name tab.
2/ Frisbii Pay links are also entered for draft invoices or only for issued invoices.
Under Corporate name, in the Options section, you will find a new checkbox that you can add to the LEX: Generate Payment Link On Issued Invoice.
When a new corporate name is created, this box is checked by default and the Frisbii Pay link is only generated on issued invoices.
Therefore, you must uncheck this box to generate the payment link for a draft invoice.
3/ Create the bank details for paying your invoices.
Your company has several bank accounts to receive payments for your invoices. On the Frisbii Pay page, you have several Frisbii Pay accounts to receive payments. To know which Frisbii Pay account to access, the invoice must be linked to a bank account number.
There are two ways to retrieve the bank details:
The Other bank details field on the invoice is filled in (api name = sofactoapp__Autres_coordonnees_bancaires__c).
The corporate name used on the invoice is linked to a bank account number in the Default Bank Details field (api name = sofactoapp__Default_bank_account__c).
If none of these fields are filled in, you will receive the following error message:
Update the selection list of payment methods for all objects
After installing Frisbii Pay, the payment method selection list now contains two new modes: Frisbii Recurring Payments and Frisbii One Shot. Our support gave Linda the tip not to go through all draft invoices individually to update the payment method.
Instead, she follows this procedure:
Step
1. Go to the Frisbii Administration tab and then to Tools > Mass update of payment modes on draft invoices.
2. Enter the number of draft invoices to be processed.
3. Select the payment method to be used: e.g. Frisbii Pay One-shot.
4. Apply the payment method you want to replace with Frisbii Pay, in this case bank transfer.
5. Select the relevant corporate name(s).
6. Then click on Confirm.
