Install and update the Frisbii e-invoice version

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 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 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.

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.

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.

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.

An “Send to Ecosio” action button is available in the Invoice module to allow manual uploads to the Ecosio platform.

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 applied to BT-146: The “Unit Price After Discount” field is now taken into account (rather than the unit price multiplied by the quantity).

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.).

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

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.

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.

From the mapping interface, you can now set default values in the XML: a "Fixed value" text field from EInvoicing mappings.

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.

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.

Adjustment of the profile type expected by the Reform.

From version 0.13, the BT-23 tag is automatically populated by default with the value 916.

Salesforce notification when the bulk generation batch is complete.

Reuse of the existing Deposit object from the Sofacto core package.
Addition of fiix__ fields specific to invoice dematerialisation.

Creation of the EInvoicing mappings interface.

Access restricted to Frisbii Admin users only.

Addition of the issued invoice PDF in base64, tag BT-125-1

After saving, the electronic invoice is automatically stored in Salesforce Files

Addition of the following tags:

• BT-46: buyer's SIREN

• BT-47: buyer's SIRET

• BT-48: buyer's intra-Community VAT number

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.

Mapping of sofactoapp__ and fiix__ fields to the XML CII EXTENDED tags.

Addition of the "E-invoice XML" button enabling manual generation of an electronic invoice from an Invoice record.

Creation of the Apex method, named Generate XMLs from Invoice records to Files, allowing bulk generation of electronic invoices.