This feature is aimed at all growing companies opening new entities in Europe (Spain, Germany...).
As a Salesforce user, you want to invoice with Frisbii from an entity based in Europe, while complying with local requirements:
Compliance with mandatory information on invoices
Application of VAT rates in force in each country
List of VAT rates in Frisbii
For European countries, the VAT rates applicable and in force on 01/01/2025 have been added by default to Frisbii as of version 5.4. As standard, Frisbii allows you to invoice at the VAT rate of the country issuing the invoice.
Below you will find a list of countries with their VAT rates added to Frisbii:
Germany | 19% | 7% | 0% | ||
Austria | 20% | 13% | 10% | 0% | |
Belgium | 21% | 12% | 6% | 0% | |
Denmark | 25% | 0% | |||
Spain | 21% | 10% | 4% | 0% | |
Finland | 24% | 14% | 10% | 0% | |
Italy | 22% | 10% | 5% | 4% | 0% |
Luxembourg | 17% | 8% | 3% | 0% | |
Netherlands | 21% | 9% | 0% | ||
Poland | 23% | 8% | 5% | 0% | |
England | 20% | 5% | 0% | ||
Portugal | 23% | 13% | 6% | 0% | |
Switzerland | 8,1% | 2,6% | 3,8% | 0% | |
Norway | 25% | 15% | 5% | 4% | 0% |
Sweden | 25% | 12% | 6% | 0% |
There is now a dependency between the billing country and the VAT rate pick list.
Example: Your corporate name is invoiced in Germany. From the VAT rate pick list, you only find the 19%, 7% and 0% VAT rates.
Below, you'll find detailed VAT management by Object.
VAT management in Europe by Object
Corporate name
The Billing country field (sofactoapp__Liste_PaysFactu__c) conditions the values of the Default VAT drop-down list (sofactoapp__VAT_default2__c).
Note: The Billing country field is now mandatory in the Corporate name tab.
Example: the country of invoicing for your corporate name is "Germany", and the VAT proposed corresponds to the country's values, i.e. 0%, 7% and 19%:
Invoice line item / Subscription line item/ Quotation line item
From VisualForce pages (Manage Products or LWC):
We integrated the Invoicing country field into these pages. This field conditions the values of the VAT pick list (sofactoapp__VAT_rate_list__c). The VAT rates in the pick list correspond to the "Invoicing country".
The Invoicing country is set by default to the country where the corporate name is billed.
From the "New" button:
The page displays the Invoicing country field. This field conditions VAT drop-down list values (sofactoapp__VAT_rate_list__c). The VAT rates in the pick list correspond to the "Invoicing country".
In this case, the Invoicing Country field does not refer to the Billing Country of the Corporate name. You have to set the "Invoicing country" on the user record.
This value is entered by the user who adds a Product to the Quotation, Invoice or Subscription.
Steps
Go to the Salesforce Setup.
Navitage to the Users.
On the user concerned, fill in the new "Invoicing country" field with the appropriate invoicing country.
This value will be automatically retrieved by a "Vat Default by Country" flow, enabling the "Invoicing Country" to be filled in by default when a product is added via the "New" button.
Note: This "Invoicing country" pick list is not set in stone. Your users can modify the country in real time when adding a product, or set up a flow from an Account or Opportunity field, which will populate this "Invoicing country".
Context reminder: This value is required when Finance users add products to Quotation/Invoice/Subscription via the "New" button:
Example: Axel, from Cloud Kicks, invoices from Germany. Axel uses the "New" button to add Quotation Line Items. Linda, the Frisbii Administrator will add the Invoicing Country "Germany" on the user Axel from the Salesforce Setup, so that he can, by default, retrieve the German VAT rates when adding Quotation Line Items.
Opportunity product
When you click the Add Products button, you see the "Invoicing country" field on the Edit Selected Products page. This field conditions the values of the VAT picklist list (sofactoapp__Taux_de_TVA_list__c). The VAT rates in the pick list correspond to the "Invoicing country".
In this case, the Invoicing country does not refer to the billing country of the corporate name. Please follow the below approach to insert the Invoicing country on the user record.
Steps
This value is entered by the user who adds an Opportunity Product.
Go to the Salesforce Setup.
Navitage to the Users.
On the user concerned, fill in the new "Invoicing country" field with the appropriate invoicing country.
This value will be automatically retrieved by the Vat Default By Country flow, which will display by default the Invoicing Country when adding an Opportunity Product.
This "Invoicing country" drop-down list is not set in stone. Your users can modify the country in real time when adding a product, or set up a flow from an Account or Opportunity field, which will populate this "Invoicing country".
Context reminder: You must enter this value if Frisbii users use Salesforce Opportunities and add Opportunity Products:
Example: Candace, the Cloud Kicks saleswoman, creates Opportunities from the German Corporate Name.
Linda, the Frisbii Administrator, from the Salesforce Setup, will add the Invoicing Country "Germany" on Candace’s user record, so that she can, by default, retrieve the German VAT rates when she adds Opportunity Products.
Add the invoicing country into the page
The "Invoicing country" column does not appear when you add an Opportunity Product? Don't worry, all your Administrator has to do is add it.
Steps
Go to the Setup.
Navigate to the Object Manager.
Open the Opportunity Product Object.
Then open the Page Layout you would like to change.
On the top right, click on Edit Multi-Line-Layout.
Select Invoicing Country in the available fields and click on Add.
Save.
Product / Accounting data / Product rule
The page layout displays the "Invoicing country" field.
This field conditions the values of the VAT pick list (sofactoapp__Taux_de_TVA_list__c).
The VAT rates in the pick list correspond to the "Invoicing country".
In this case, the "Invoicing Country" does not refer to the billing country of the corporate name. It is also necessary to set the "Invoicing country" on the user record.
This value is entered for the user who creates Accounting Data, Product Rules or Products.
Go to the Salesforce Setup.
Navitage to the Users.
On the user concerned, fill in the new "Invoicing country" field with the appropriate invoicing country.
This value will be automatically retrieved by a "Vat Default by Country" flow, allowing the "Invoicing Country" to be set as default on the page layout.
This "Invoicing country" pick list is not set in stone, and your users can modify the country in real time when adding a product, or set up a flow from an Account or Opportunity field, which will populate this "Invoicing country".
Context reminder: This value must be entered when Frisbii users create accounting data, product rules or products.
Example : Axel, from Cloud Kicks, invoices from Germany. Axel creates a new product in his price book, as well as new accounting data for the new customer he has won. Linda, the Frisbii Administrator, from the Salesforce Setup, will add the Invoicing Country "Germany" on the user Axel, so that he can find the German VAT rates by default when he creates his records.
Account
On the Account object, these new VAT management rules in Frisbii are not applied.
If you are used to enter the VAT rate on the Account, we recommend that you activate the Territories on your organization. The "Billing country" field on Account is a text field, not a pick list. In the absence of the activation of territories and dependencies by country, the "VAT rate" field on Account will contain all the values, whatever the country (i.e. more than 58 values).
Default VAT management
Example: The VAT rate of Cloud Kicks' German corporate name is not filled in.
In the absence of this value, the 19% VAT rate (highest value) will be applied by default when adding products.
Note: This rule also applies to France.
Would you like to change this default value?
A custom metadata type has been created to modify VAT by default and by country.
Please follow these steps:
From Salesforce Setup, search for Custom metadata types.
Click on VAT Parameter.
This new parameter contains two custom fields: Country (picklist) and VAT (percentage).
Click on Manage VAT parameters:
Here you will find the full list of countries covered by Frisbii and their respective default VAT rates.Search for the Country you are interested in and click on Edit to change the default VAT value:
Then Save.
Add or modify a VAT value
As usual, the Administrator can add new VAT values to a country, or modify existing ones.
A few reminders:
From Salesforce Setup, you need to add or modify the VAT value on all VAT Rate pick lists for each object (Invoice Line Item, Subscription Line Item, Quotation Line Item, Corporate Name).
However, there is a "VAT rate" global pick list for the following objects: Opportunity product, Product rule, Account, Accounting data, Product.After adding or modifying a value, assign the value to the country (field dependency).
For each object using VAT, go to Fields & relations and click on Field Dependencies.
Here you find the complete list of countries covered by Frisbii and their respective VAT rates.
All you have to do is "Include values" or "Exclude values" for the countries you wish to modify.
