Let's take a look at the individual steps of this preparation for users.
Create a quote with the Frisbii Pay One-shot payment method
Cloud Kicks uses offers, so naturally you start with this object.
Everyone creates a test offer by setting the payment method Frisbii One-shot.
If you use subscriptions or opportunities, you can start with these objects.
Steps
1. Create a quotation with quotation line items or use an existing quotation > Quotations - Implementation.
2. Select the payment method Frisbii Pay One-shot from this quotation.
It's been easy! The next step is to invoice this quotation.
Create an invoice from the quotation
Our Cloud Kicks interns charge from quotations, but you can charge from your subscription or opportunity.
Steps
1. Change the quotation Stage to Won. The Create invoice button will then appear.
2. Click on the Create invoice button.
3. Click on Confirm.
4. The payment method on the invoice is also Frisbii Pay One-shot.
A payment has been created, which is still pending:
The new Frisbii Pay fields in this object are:
Status (drop-down list): On hold
Transaction ID (text field): Automatically filled in by Frisbii Pay, corresponds to the Transaction ID on Frisbii Payments.
You can add this field to your page layout or LWC page if needed.
It's time to discover the PDF templates for these new payment methods!
Create PDF invoice
Linda has been informed by Frisbii support that the new Frisbii Pay fields have been integrated into the two Invoice templates:
Invoice template 1 > Modèle Facture 1
Invoice template 2 > Modèle Facture 2 (For versions below 5.4 this is Invoice template 5 (> Modele Facture 5), not Invoice template 2)
Linda's trainees opt for Invoice template 1.
Then they follow these steps together:
Steps
1. From the invoice you created in the previous step, click on the Create PDF button.
2. You will see the payment link in a new column of the Payments table. The payment link expires after 3 months, but from version 5.14 of Frisbii, the link expires after 1 year.
The payment is displayed with a QR code as a payment link to Frisbii Pay!
Apply a payment schedule
Only available for the Frisbii Pay one-shot payment method.
Cloud Kicks uses payment plans. Axel also wants to check the display of the PDF right away.
You may already have payment plans in your sandbox.
If this doesn't apply to you, you can find the articles on this topic here:
Steps
1. In your invoice, create the schedule from the related payment list.
2. Select the Schedule you have previously set up and click Confirm.
3. Click on the Create PDF button.
The Schedule is displayed with Frisbii Pay links.
Test the payment
Since Axel is in the sandbox, he makes a test payment with Frisbii Pay using a test card offered by Frisbii:
Visa | 4111 1111 1111 1111 |
Dankort | 5019 1000 0000 0006 |
Visa-Elektron | 4026 1111 1111 1115 |
Mastercard | 5500 0000 0000 0004 |
American Express | 3400 000000 00009 |
JCB | 3530 1113 3330 0000 |
Maestro | 6759 0000 0000 0000 |
Steps
1. Click on the payment link (QR Code) on the PDF invoice.
2. Enter the test card on the payment page:
Choose the Frisbii Pay One-Shot payment method to offer your customers the option of paying by credit card.
or the test IBAN in the same way:
Note:
(1) Your administrator can follow the procedure described in this article to customize the checkout page.
(2) The language of the payment page can be managed from Frisbii, depending on the language of the contact. This is a new Frisbii field for the contact languages, which can be found in the contact details:
The invoice has now been paid. The customer will only receive a payment confirmation from Frisbii Pay by e-mail if the invoice is linked to a subscription in Frisbii.
3. Return to Frisbii and the invoice you have just paid. The payment is no longer pending.
4. Check that the information in the cash flow has been updated.
Reminder: The new fields for Frisbii payments in this object are:
Status (drop-down list): Initiated / Approved / Rejected
Type (drop-down list): Manual / Automatic
Change payment method
You can change your payment method before or after the invoice is issued.
Steps: Current Payment Method > Frisbii Pay One-shot
1. Open an invoice (draft or already issued).
2. The payment method differs from Frisbii Pay One-shot.
3. A payment record with inheritance of the payment method has been created automatically.
4. Change the payment method to Frisbii Pay One-shot.
5. The payment record is replaced.
6. The payment url is generated.
Steps: Frisbii Pay One-shot > Another Payment Method
1. Open an invoice (draft or already issued).
2. The payment method is Frisbii Pay One-shot.
3. A payment record with inheritance of the payment method was automatically created.
4. Change the payment method to another payment method.
5. The payment record is replaced.
6. The payment url is no longer available (deleted from the field).