| Features | Description |
|---|---|
| Apply the correct VAT rate to the correct product and customer. | Thanks to the two new objects "Product Configuration" and "Product Rule", you can associate a different VAT rate, a different product accounting account and a different VAT accounting account with each context (France, DOM-TOM, foreign countries) and with each product per context. |
| Record a payment covering multiple payments/invoices | Using the new "Cash Flow" object, store all the information concerning the payment of one of your customers and distribute its amount over different settlements on multiple invoices. |
| Automatically generate payments | Save time on invoice payment by automatically generating a payment when an invoice is created. This payment, for the full amount of the invoice, is on hold by default. |
| Enter default information about Account | Enter information such as payment term, payment method and billing contact, and include them on your quotations, subscriptions and invoices. |
| Apply the correct billing information according to the account and billing company name. | Automatically apply accounting data linked to a customer account and company name to your Frisbii objects (quotation, subscription, invoice). |
| Make life easier for your accountants when calculating deferred revenue | Calculating deferred income is time-consuming and tedious. Make life easier for your accountants with the new Periodic Breakdown object. Each invoice line has its value distributed over all the months covered by that line, with automatic pro rata calculation. |
| Protect your corporate name information | A new object dedicated to invoice chronology, "Numbering Period", means you can no longer give write access to your company name, thus protecting its information from any modification. |
| Common numbering for invoices and credit notes | You can now use the same prefix and numbering sequence for your invoices and credit notes. Invoice 0003, Credit note 0004, Invoice 0005... |
| Report template for exporting sales accounting entries | Don't start with a blank sheet of paper to build your report for exporting your sales accounting entries to your accounting tool: use our report for exporting entries. |
| Easily find out if you forgot to fill in any information | With the "Data Quality" dashboard, you can easily check that all your records are correctly filled in, and never again miss an invoice issued without an accounting entry, or an account without a product configuration. |
| Renew a subscription without losing the information in the custom fields | Subscription V2: a new way of renewing a subscription by extending it with a rider, rather than creating a new subscription. This allows you to keep all your information and history on a single record. Note: the V1 subscription is still available, but is no longer maintained. To upgrade from V1 to V2, please contact the Frisbii support team. |
| Automatically adjust your subscriptions during interruptions | Don't worry about prorating or giving away part of the bill when a subscription is interrupted. You choose the effective date of interruption and Frisbii creates the credit notes for you, or calculates the remaining pro rata to be paid by your customer. |
| Save time by automating your opportunities, subscriptions, and invoices | With the help of APEX plannable and APEX invocable, you can automatically and according to your conditions :
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| Features | Description |
|---|---|
| Bulk PDF export | Frisbii provides a button to export PDFs of multiple invoices with a single click. Since the list view selection is limited to 200 records (Salesforce limit), you cannot export more than 200 invoices at a time. |
| Compliance with French regulations regarding invoicing | We have made several changes: (1) Added mandatory fields that must be displayed on the PDF invoice, including the corporate name. (2) It is now impossible to issue an invoice if all the mandatory fields have not been filled in. (3) The lock on the issued invoice has been applied to the fields affected by the regulations. After issuance, all fields that must be displayed on the invoice are locked and can no longer be modified. (4) The duplicate is strictly identical to the issued invoice. Therefore, if you modify the account address, the billing contact name, or any other information displayed on the invoice, these modifications are not taken into account if you generate a duplicate invoice. |
| Sending emails manually | 1) From a list view: This feature has now been fixed. You can once again send PDFs of your invoices from a list view. 2) If PDF invoices are stored in Files rather than Documents, you can also send the PDF by email. In the “Other recipient” field, we will suggest your contacts instead of users. |
| Storing PDFs in Files | If you save your PDFs in Files instead of Documents, you will now find them in folders dedicated to specific items: Quotations, Invoices, Subscriptions. |
| Payment schedule | 1) The payment method is retrieved from the invoice to the Visualforce page, to the payments created. 2) The date of the first payment is no longer the current date, but the due date. 3) The calculation of milestone dates is correct when the date of the first milestone is changed. |
| Features | Description |
|---|---|
| Subscription grouping (BETA) | There are new buttons available on the Subscription object that allow you to use the new feature. |
| Easy sending of your PDFs stored in Files | If you store your PDFs for quotations, invoices, or subscriptions in Files, we have added an LWC that allows you to send them directly, without going through Activities. |
| User Experience | We have implemented compact layouts for all Frisbii objects. For each Frisbii object, the columns in the list views have been revised and additional list views have been added. |
| Features | Description |
| Stripe credit card payment method | It is now possible to reconcile credit card payments in Frisbii thanks to the Stripe operator. |
| Improvements in regularization | We have made a total of nine improvements to this feature, including adding a bulk processing option, excluding ex-nihilo invoices from regularization, allowing you to adjust negatively or positively, and adjusting an adjustment invoice that has been issued. |
| Using person accounts in invoices | You can now use a person account as an account and/or contact in an invoice, and you will no longer receive an error message when creating or issuing the invoice. |
| Evolution of the calculation of specific fields | From now on, the calculation of fields accurate to 4 decimal places available on invoice lines and the invoice itself is completely independent of non-accurate fields. Two new fields are available on invoice lines: “Accurate amount excluding tax” and “Accurate discount amount.” The use of accurate calculations requires the display of 4 decimal places on your PDFs. |