---
title: "Install and update the Frisbii e-invoice version"
slug: "mettre-à-jour-la-version-frisbii-e-invoice"
description: "Update the Frisbii e-invoice extension in Salesforce easily with our guide. Ensure you have admin rights and an active license for seamless installation."
updated: 2026-10-27T15:28:21Z
published: 2026-10-27T15:28:21Z
canonical: "help.frisbii.com/mettre-à-jour-la-version-frisbii-e-invoice"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.frisbii.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Install and update the Frisbii e-invoice version

Updates to the Frisbii e-invoice extension package are available self-service, without going through the Frisbii team. Just follow this guide and have the necessary permissions in Salesforce.

## Current version

**Current version:** **0.36**

The links below always point to the **latest available version** of the package.

## Prerequisites

Before starting the installation or update, check that you meet the following conditions.

**1. Be a Salesforce administrator or integrator**: Installing a managed package in a Salesforce org requires administrator permissions. If you're not an administrator of your org, contact your Salesforce administrator or your integrator.

**2. Have an active Frisbii licence**: The Frisbii e-invoice extension is part of the Frisbii offering. An active Frisbii licence on your Salesforce org is required for the package to work correctly.

**3. Assign the "Frisbii E-invoicing" Permission Set after installation**: Once the package is installed or updated, the **Frisbii E-invoicing** permission set must be assigned to the users who need access to the electronic invoicing features. Without this assignment, the extension's fields and objects will not be accessible.

## Installation links

### Sandbox (test environment)

Use this link to install or update the package in your **sandbox** before deploying it to production. This is the recommended approach.

👉 [**Install Frisbii e-invoice in Sandbox**](https://test.salesforce.com/packaging/installPackage.apexp?p0=04tTx000001YMYb)

### Production

Once tests have been validated in sandbox, install the package in your **production org**.

👉 [**Install Frisbii e-invoice in Production**](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tTx000001YMYb)

**Recommendation:** always install and test in sandbox first. Updating a package in production without a prior testing phase can cause unexpected behaviour in your invoicing flows.

### Actions after upgrades

Following your upgrades, here are the actions to take:

- **Add picklist values to Frisbii e-invoice fields**: in recent versions of Frisbii e-invoice, picklists are regularly updated with new values, in accordance with the Reform requirements. Since version 0.25, a button allows you to automatically add the new package values to the Frisbii e-invoice picklists. To do this, search for the mapping interface from the waffle menu: **Einvoicing mappings**, then click the **“Sync Picklists Values”** button. Example: the picklist for the **“Scheme identifier code”** field on Account now contains 243 values, compared with only 3 values in the first versions of Frisbii e-invoice.
- **Enable callouts** (only for customers who have subscribed to the Ecosio PA offer): check the following setting after an upgrade. Salesforce may disable this setting. In Salesforce Setup, search for **“Named Credentials”**, click on **“Ecosio Authentication”**, and check if **“Enable Callouts”** is active, as shown below:

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-0U46J8GE.png?sv=2026-02-06&spr=https&st=2026-10-27T23%3A39%3A21Z&se=2026-10-28T00%3A39%3A21Z&sr=c&sp=r&sig=TpDP%2BI%2B%2BgzTLwcnbgYS4C6G0OfLVxJt8sX1Lqjp%2BuzE%3D)

## Installation steps

**Step 1 — Click the link for your environment (sandbox or production)** You'll be redirected to the Salesforce installation page. Log in with your administrator credentials if you haven't already.

**Step 2 — Choose the installation profiles** Salesforce offers you three options:

- *Install for admins only* — recommended for an initial test.
- *Install for all users* — if all your users need access to the package.
- *Install for specific profiles* — if you want fine-grained control over access.

For an update, choose the same option you used during your initial installation. Generally, install for all users.

**Step 3 — Run the installation** Click **Install**. The installation may take a few minutes. Salesforce sends you a confirmation email once the operation is complete.

**Step 4 — Assign the "Frisbii E-invoicing" Permission Set**. After installation (or update), go to **Setup → Permission Sets → Frisbii E-invoicing**, then assign it to the relevant users.

> 💡 If you've already assigned this permission set during a previous installation, the assignment is kept when you update. Just check whether any new users need to be added.

## If something goes wrong

If the installation fails or you encounter an error during the update, here's what to check first:

- Check that your Frisbii app version is **≥ 3.247** (a prerequisite for the e-invoice extension).
- Check that you're logged in as a Salesforce administrator on the target org.
- If the error persists, contact [**Frisbii support**](https://frisbii.my.site.com/s/?language=fr) by opening a support ticket, stating the exact error message shown by Salesforce and the environment concerned (sandbox or production).

## What's new between versions

Below you'll find the features introduced in each major version of Frisbii e-invoice. This list isn't exhaustive, but it brings together the main changes to help guide you through the versions.

### New features between versions 0.35 and 0.36

| Features | Description |
| --- | --- |
| ### **Invoice status check in the e-reporting file** | When the e-reporting file is generated, the system checks the invoice status. The invoice must be issued and must have an invoice number. Draft invoices are ignored. If a payment is received for a draft invoice, this payment is not included in the payment data of the e-reporting file. A correction file must be generated to include these payments after the invoice is issued. |
| ### **Discount management on credit notes** | A fix has been made for electronic credit notes. Discounts added as positive lines to cancel an invoice with a discount are now correctly managed. |
| ### **New BT fields in E-invoicing Mapping** | The following BT fields are now available in the mapping interface: - BT-114: Invoice rounding amount. - BT-147: Item price discount (discount on invoice lines). - BT-149: Item price base quantity (the invoiced quantity is BT-129. BT-149 is the base quantity. For example, Product A is always sold in packs of 10, so BT-149 is equal to 10). |

### New features between versions 0.32 and 0.34

| Features | Description |
| --- | --- |
| **Fixes to the XML generation batch** | The XML generation batch has been fixed to avoid resending invoices that could be considered duplicates. |
| **Access to the e-reporting XML file** | Due to a Salesforce limitation, the e-reporting XML file will only be available on the **Deposit** record (and no longer on the **Invoice** record). |
| **Creation of the e-reporting flow mapping interface for custom fields** | Creation of the **EReporting mappings** interface. |
| **New BTs available in Einvoicing Mapping** | The following BTs are now available in the mapping interface: - BT-73: Billing period start date - BT-74: Billing period end date |

### New features between versions 0.27 and 0.31

| Features | Description |
| --- | --- |
| **Customization of the VAT exemption reason** | The VAT exemption reason tag is now available for mapping: **BT-121**. The Salesforce admin can create a formula field to store the VATEX code letter based on the exemption reason. |
| **New BTs available in Einvoicing Mapping** | The following BTs are now available in the mapping interface: - BT-14: Sales order reference - BT-140: Reason for the line-level allowance - BT-41: Seller contact point - BT-42: Seller contact phone number - BT-43: Seller contact email - BT-8: VAT due date - BT-134: Line period start date - BT-135: Line period end date - BT-X-21: Invoice line purchase order number - BT-11: Project reference - BT-80: Delivery country code |

### New features between versions 0.25 and 0.26

| Features | Description |
| --- | --- |
| **Actions to complete picklist values** | Picklists are regularly updated with new values, in accordance with the Reform requirements. Since version 0.25, a button allows you to automatically add the new package values to the Frisbii e-invoice picklists. To do this, search for the mapping interface from the waffle menu: **Einvoicing mappings**, then click the **“Sync Picklists Values”** button. |
| **Automatically attach all attachments to the e-invoice** | Enable the [AutoAttachNotesAndAttachments](https://help.frisbii.com/frisbii-app/docs/param%C3%A8tres-et-options-activables#attacher-automatiquement-toutes-les-pj-%C3%A0-la-facture-%C3%A9lectronique) option. All documents saved in **“Notes and Attachments”** from the original Invoice record will automatically be included as BT-125, in base64 format, and attached to the generated e-invoice XML files. |
| **Include BT codes in the e-invoice** | Enable the [IncludeXmlBusinessTermComments](https://help.frisbii.com/frisbii-app/docs/param%C3%A8tres-et-options-activables#inclure) option. A visual indicator displays the BT code corresponding to the data. This indicator does not make the files invalid; it is simply a visual aid to make testing easier. |
| **Support for Payer Third Party blocks** | Payer Third Party blocks have been added to the e-invoice. |
| **Support for VAT-liable Member** | VAT-liable Member blocks have been added to the e-invoice. |
| **Generate and send e-invoices from the list view** | The following action buttons have been added to the Invoice list view: **E-invoice XML** and **Send to Ecosio** (only available for customers who have subscribed to the Ecosio offer). This allows you to select several invoices from the list view. |
| **GtoB connector (only for public sector customers)** | API connection to our Chorus GtoB connector and addition of the **“Send to Chorus”** action button from the Invoice record and the list view. |

### New features between versions 0.23 and 0.24

| Features | Description |
| --- | --- |
| **BT fixes** | The following BTs have been fixed: - **BT-154:** Item description - **BT-146:** Item net price - **BT-110:** Total VAT amount - **BT-72:** Actual delivery date. |
| **Actions to complete picklist values** | Picklists are regularly updated with new values, in accordance with the Reform requirements. Since version 0.25, a button allows you to automatically add the new package values to the Frisbii e-invoice picklists. To do this, search for the mapping interface from the waffle menu: **Einvoicing mappings**, then click the **“Sync Picklists Values”** button. |
| **New BTs available in Einvoicing Mapping** | The following BTs are now available in the mapping interface: - **BT-26:** Previous invoice date - **BT-10:** Service code - **BT-13:** Purchase order number. |
| **Support for negative invoice lines** | Invoice lines with negative amounts, such as discounts, are now supported in the XML invoice. |

### New features between 0.21 and 0.22

| Features | Description |
| --- | --- |
| Deploying e-reporting | The e-reporting module is available on Frisbii for Salesforce: a new dedicated category has just been published in our Help Center. It explains what e-reporting is and how it differs from e-invoicing, outlines the four relevant data flows (transactions and payments, international B2B, and B2C), and guides you step-by-step through the setup process (invoices, company name, payments). You’ll also find the filing schedule by VAT regime there... Everything you need to navigate this new regulatory requirement from start to finish. |

### New features between 0.18 and 0.21

| Features | Description |
| --- | --- |
| Deploying APIs to the Ecosio PA | Prerequisites: - Acceptance of the mandate by Ecosio - Registration of the company in the PEPPOL directory - Setup of the Ecosio sandbox - Configuration of Frisbii to establish the connection between the Salesforce organization and Ecosio. Enabling the APIs will allow you to complete your acceptance testing phase and submit your electronic invoices to the Ecosio PA. *The connection to the PPF is not accessible from a sandbox; in other words, the electronic invoice is received and processed by Ecosio but is not forwarded to your customers or the tax authorities.* |
| Manually Uploading an Electronic Invoice to Ecosio | An “Send to Ecosio” action button is available in the Invoice module to allow manual uploads to the Ecosio platform. |
| Rounding Handling (€0.01 Discrepancy) | To address rounding discrepancies between the PDF invoice and the XML electronic invoice, the following BTs have been updated with the precise Frisbii fields: - BT-109: Precise pre-tax amount after all discounts - BT-110: Precise VAT amount - BT-112: Precise VAT total after all discounts - BT-131: Precise pre-tax amount *The Frisbii precise fields are existing fields that use 4 decimal places (instead of 2) to perform VAT calculations.* |
| Correction to the Net Price of the Item (BT-146) | Correction applied to BT-146: The “Unit Price After Discount” field is now taken into account (rather than the unit price multiplied by the quantity). |

### New features between 0.16 and 0.17

| Features | Description |
| --- | --- |
| Creation of a “Deposit” record for each electronic invoice generated | As soon as an e-invoice is generated, Frisbii automatically creates a **deposit record.** This allows you to see at a glance where each invoice is in its journey to the approved platform. The “Deposit” record tracks the invoice’s status and status (Accepted, Rejected, Paid, etc.). |
| Pre-packaged Invoice Tracking Reports | Frisbii provides you with a set of preconfigured, ready-to-use reports to manage your invoicing and quickly identify anomalies. Three reports are available: - Rejected Invoices - Invoices with Submission Errors - Invoices by Lifecycle Status |

### New features between 0.14 and 0.16

| Features | Description |
| --- | --- |
| Creation of "Electronic billing address" fields | Creation of "Electronic billing address" fields on Account, Accounting Record, and Legal Entity. BT-34 = the legal entity's electronic billing address. BT-49 = the Accounting Record's electronic billing address, then the Account's (in order of priority). Fields available from the Einvoicing mappings interface. |
| Ability to duplicate BTs from EInvoicing mappings | The following BTs are available for cloning: - BT-21 and BT-22: Invoice note - BT-127: Invoice line note - BT-160 and BT-161: Item attribute lets you duplicate BTs and have multiple input fields. |
| Set a fixed value from EInvoicing mappings | From the mapping interface, you can now set default values in the XML: a "Fixed value" text field from EInvoicing mappings. |

### New features between 0.10 and 0.13

| Features | Description |
| --- | --- |
| Automatic SIRET population for the issuing legal entity | If the legal entity's country is France, and the SIREN is filled in on the legal entity, then BT-29 (seller's SIRET) is automatically populated using the first 9 digits of the SIREN. The Luhn algorithm validates the SIREN. |
| Default value BT-23 = S1 | From version 0.13, the BT-23 tag is automatically populated by default with the value S1, corresponding to the filing of a service invoice. The value of this tag will become dynamic soon. |
| XML profile type fix | Adjustment of the profile type expected by the Reform. |
| Default value BT-122 = 916 | From version 0.13, the BT-23 tag is automatically populated by default with the value 916. |
| End-of-batch notification | Salesforce notification when the bulk generation batch is complete. |

### New features between 0.06 and 0.09

| Features | Description |
| --- | --- |
| Creation of new fields on the Deposit object | Reuse of the existing Deposit object from the Sofacto core package. Addition of fiix__ fields specific to invoice dematerialisation. |
| Creation of the mapping interface for custom fields | Creation of the EInvoicing mappings interface. |
| CRUD on EInvoicing mappings | Access restricted to Frisbii Admin users only. |

### New features between 0.05 and 0.07

| Features | Description |
| --- | --- |
| Addition of the invoice PDF in base64 | Addition of the issued invoice PDF in base64, tag BT-125-1 |
| Saving the XML to Salesforce Files | After saving, the electronic invoice is automatically stored in Salesforce Files |
| Addition of SIREN, SIRET, and intra-EU VAT values in the XML | Addition of the following tags: - BT-46: buyer's SIREN - BT-47: buyer's SIRET - BT-48: buyer's intra-Community VAT number |

### New features between 0.01 and 0.04

| Features | Description |
| --- | --- |
| Creation of the Frisbii e-invoice extension package | Creation of a new Frisbii e-invoice extension package handling the generation of French electronic invoices. This package is compatible with version 3.247 and above of the Frisbii core package, due to the VAT exemption feature present from that version 3.247 onward. |
| Creation of XML CII - B2B invoicing | Mapping of sofactoapp__ and fiix__ fields to the XML CII EXTENDED tags. |
| Creation of the "E-invoice XML" button on Invoice | Addition of the "E-invoice XML" button enabling manual generation of an electronic invoice from an Invoice record. |
| Apex method for bulk XML generation | Creation of the Apex method, named Generate XMLs from Invoice records to Files, allowing bulk generation of electronic invoices. |