List of features by Frisbii version

Don't worry about finding the date of the last invoice issued. If, when issuing an invoice, this is not possible because the invoice date is earlier than the date of the last invoice issued, Frisbii will automatically move the invoice date forward to the current date to allow it to be issued.

Using the schedulable APEX class and the invocable APEX class, you can automatically and according to your conditions:

• create bulk invoices from opportunities,

• create bulk invoices from quotations,

• create a quote PDF, send a quotation PDF by email, and invoice a quotation.

Would you like to send a contractual PDF with the information provided in the subscription? Simply use the dedicated button available on the subscription page. This PDF is based on a Visualforce page that you can customize according to your needs.

File is the equivalent of Document in Lightning. You can choose to migrate the storage of your future Frisbii PDFs to File.

Ensure you get paid before delivering your service by letting Frisbii calculate the invoice date for you. This calculation can be based on the payment term, the billing term (due or past due), and the start and end dates of the invoices.

Directly from the list view of your invoices, select them and export them to PDF format in a ZIP file.

Achieve greater visual consistency by converting all Frisbii Visualforce pages to Lightning. This change is accompanied by an improvement in the user interface.

Allows you to reconcile a payment from one of your customers with an outstanding invoice.

Works in beta only if the payment has already been reconciled to the correct customer account and the amount is exactly equal to the balance due on the invoice.

Are you and your employees regularly on the move? View and use Frisbii from your mobile device (please note: not all features are supported or optimized for mobile devices).

Regularization allow you to correct billing in cases where the scope of a subscription is modified for a given period, even though billing has already been completed.

This may apply to you if you bill well in advance, on a deferred basis.

Pre-validating an invoice locks it, preventing it from being modified or deleted when the schedule is regenerated.  This pre-validation is useful if invoices must be approved by someone (e.g., accountant) and you want to ensure that they will not be modified afterwards.

Some ERP or accounting software only accepts entries with 4 decimal places. We have upgraded Frisbii so that it can export sales accounting entries with 2 or 4 decimal places.

To manage a larger volume of subscriptions and recurring invoice lines, Frisbii is reviewing how the schedule is generated in order to switch to asynchronous mode when the volume of invoice lines to be generated or updated requires it. The schedule will therefore be processed in a mixed synchronous + asynchronous mode.

In previous versions, pro rata calculations were based solely on the fiscal year (30 days per month/360 days per year). For some customers, actual billing (based on the number of days actually used in the month) is mandatory. It is now possible to calculate pro rata amounts based on the calendar year, i.e., 365 days.

This feature license allows you to automate the submission of your invoices to the Chorus Pro portal from Frisbii. The invoices concerned will be automatically sent to Chorus Pro, and you will receive a submission status.

Starting with version 3.133, invoice search has been deprecated.

Features

Description

Usage-based billing

If you offer contracts based on consumption or usage, and you want to tailor billing to your customers' actual consumption, you can now enter the units consumed by your customers in Frisbii. You have new objects at your disposal: Actual Activity, Product Consumed, Contract.

Mandatory information on the

PDF invoice

Starting with the Fall '22 release, you will find the customer's RCS City , RCS Letter, and SIREN
information on the package's invoice PDFs. You can fill in these fields on the
account or on the accounting data.

Access to files and

email templates

With the new Lightning component for sending emails from invoices, it was no longer possible to access Classic email templates and their folders if you had set up a large number of Classic email templates. This has been fixed, and we can now also manage large numbers of templates.

Text Penalties for late payment changed on the Corporate name

The default text for the Late Penalties field available on the Corporate Name object has been adapted to comply with regulations: Any late payment will result in the application of a late payment penalty at a legal interest rate equivalent to that applied by the European Central Bank (ECB) to its most recent refinancing operation plus ten (10) points and a fixed collection fee of €40, in accordance with the provisions of Article 10 of the French Commercial Code. >most recent refinancing operations, plus ten (10) points and a fixed compensation fee
of €40 for recovery, in accordance with the provisions of Article L. 441-10 of the French Commercial Code.

List of locked fields

Change to the list of fields that are part of the invoice issuance lock

Depreciated buttons:

Lock/Unlock invoice

Since only mandatory information is locked on the invoice after it is issued, and not custom fields, the buttons are no longer necessary.

Translation into German

If you would like to use our application in German, you can request an update for your organization by submitting a request from your Frisbii community. We will keep you informed about the progress of the translation of our documentation into German, if you are interested.

Addition of the frequency

“Bi-annual”

From now on, you can generate subscriptions for 24 months, if this is in line with your quotations. From an opportunity or an quotation, from the “Frequency” selection list, you can choose the “biannual” value, corresponding to 1 due date covering 2 years (example: 06/01/2022 to 05/31/2024).
You can then create a subscription that automatically uses this value.

Regularization: Cancellation

of subscription items

not allocated to the credit

When canceling multiple subscription items without an end date, the credit note did not contain all subscription items. Starting with the Fall '22 release, all canceled subscription items without an end date are included in the credit note.

Regularization: End date of

the billing period for the invoice line

Starting from version Fall '22, the end date of an accrual invoice line is based on the actual accrual period and not on the difference between the old end date of the subscription item and the new end date.

Correction to the management of

the payment schedule

If the automatic payments option has been enabled in the corporate name:
Following the modification of the invoice line and the new generation of a payment schedule
, an additional payment has been created. This has now been corrected.

Features

Description

Added a lock output for the Payment Mode field

The payment method is mandatory information on an invoice, but it can now be changed even after the invoice has been issued.

Relaxation of the lookup for the accounting account on invoice lines

Currently, the sofactoapp__Account_Product__c and sofactoapp__Account_VAT__c lookups on the Invoice Line have this setting: “Do not allow deletion of the reference record that is part of a reference relationship.”

The parameter has been enabled to prevent the accounting account from being locked when creating or modifying the invoice line.

Correction: Bypass SIRET verification for LaPoste

La Poste accounts have a specific Siret number, a unique code for all subsidiaries, which does not begin with “356000000.” The Luhn algorithm specifically bypasses the Siret numbers of La Poste subsidiaries.

Corrections to the LWC for sending emails from PDF invoices

Numerous fixes have been made to the LWC (Lightning Web Components) for sending emails from PDF invoices, such as adding and deleting attachments.

The consumption billing flow automatically creates a subscription from the won opportunity.

For the flow to work, you must first disable the default flow and then use the “Enable usage billing” check box in the RS, “Options” section: if the opportunity product contains a Product with the sofactoapp__UsageBilled__c box set to true.

Added a new checkbox for identical default addresses

New checkbox in the Frisbii Administration panel, batch that checks “Identical Addresses” on all accounts where the shipping address is empty and the “Identical Addresses” box is unchecked.

Added a new checkbox for an opportunity product that will not charge for all opportunity products.

New checkbox on Opportunity Product: Omit from invoice. If the box is set to “true,” the generated invoice does not include the selected Opportunity Product.

Features

Description

Simplify recurring bill payments with SEPA and credit card direct debit.

A feature for all Frisbii Finance or Administrator users that allows you to collect recurring payments automatically by automating bank reconciliation. Payments are collected through two channels: SEPA direct debit and credit card payment.

ReadOnly Restrictions on Standard Objects

Restrictions for ReadOnly licenses have been applied to standard objects. All FrisbiiApp fields on standard objects are now restricted for users with ReadOnly licenses.

Correction: Bypass of the “VAT exemption” feature

It is now possible to disable Frisbii's VAT exemption code by submitting a request on our support community.

This bypass is for all companies subject to VAT exemption.

Added automatic sharing of PDFs stored in Files

PDFs will be automatically shared with all users who have access to the record from the object, not just the user who generated the PDF.

Features

Description

Billing milestones

Easily manage your schedule throughout the billing cycle. The management of Down Payments and Final Invoice has been redesigned for better flexibility and full compliance with regulations (e.g., “Net to pay”, amounts of down payments…).

Deprecated Sofacto API package extension

The Sofacto API package allowed Frisbii app to connect with Frisbii Pay or Stripe APIs. Now, all processes and API calls are integrated directly into the core Frisbii app. There is no need to install an additional package to communicate with Frisbii payment solutions.

New "Payment Status" on Payment

After a client pays an invoice via Frisbii Pay or Stripe, by default the invoice goes to “Collected” and the payment is no longer “Pending”. Activating the UpdateRelatedPayment flow allows keeping the payment Pending while marking it Collected. The “Collected” status records the payment even if it’s not yet visible in the bank

Dashboards and Reports for Frisbii Pay error management

The Frisbii Dashboard: PSP Transactions lets you see API error logs (Salesforce → Frisbii Pay or Stripe), a list of credit cards expiring in the next 45 days, and successful transaction amounts to track invoice payments

Frisbii Pay & Stripe: multi-bank account compatible

You can choose which bank account receives transactions from Frisbii Pay or Stripe when your company has several bank accounts to collect invoices. A specific configuration is required in the Salesforce org. Please contact Frisbii support.

Stripe: compatible with payment schedules

When an invoice has a payment schedule (for example: 3 instalments), a Stripe payment link is created for each payment. From the Frisbii invoice PDF template, the payment links are available in the schedule table after enabling “Show payment schedule” from the Company settings.

Credit note management improvement

After creating a credit note, the “Remaining amount incl. tax not credited” is now visible to clarify the amount still to credit and avoid creating a credit note higher than the original invoice. Credit notes of type Discount and Additional discount are now locked. It is no longer possible to exceed 100% of the initial invoice amount.

Fixes on subscription interruption

Frisbii adapts billing based on the effective subscription end date. A prorated credit note invoice can be created depending on the interruption date if issued invoices must be credited. Draft invoices are deleted.

Features

Description

E-commerce

Use Frisbii Pay in Frisbii to allow your customers to order online from your e-commerce site.

Removal of the “Manage Products” beta button

Fixes have been made to the “Manage Products” beta button available on Quotes, Invoices, and Subscriptions.

This LWC page allows Administrators to customize and add fields (standard or custom) on the product add page, to better fit your needs.

Multi-currency payments with Frisbii Pay and Stripe

You can generate Frisbii Pay or Stripe payment links in the same currency as your invoices.
To do this, you must enable multi-currency in your Salesforce organization. The payment link will then use the invoice currency.

Example: in an organization using British Pounds, an invoice in £ will generate payment links in £.

Features

Description

Billing in Europe

Billing with Frisbii from a European entity has never been easier!

You just need to follow your usual billing process to issue the invoice in Frisbii.

New email sending component

From the Invoice record, a new and more efficient email sending component is available.

This Aura component lets you add attachments to your invoice PDFs and supports your HTML email templates.

Usage-based billing improvement

You can now enter monthly activities or usage independently from the subscription period.

Example: for a service billed once per year, the hours used each month can now be entered every month.

E-commerce improvement

Since Fall ’24, Frisbii offers an automated integration between an e-commerce platform and Frisbii.
Now, each online order paid through the Frisbii Pay connector is automatically linked to the correct Account if it already exists in your Salesforce database.

No duplicates: no unnecessary new Accounts are created.
Always up-to-date customer base: your customer portfolio stays clean and enriched.

Frisbii Pay recurring improvement

Frisbii Pay recurring is now compatible with payment schedules.

The payment schedule linked to an invoice can now be collected by SEPA debit or card with Frisbii Pay recurring.

Frisbii PDF template maintenance

From version 5.4, only Frisbii Invoice PDF Templates 1 and 5 are maintained for regulatory compliance.

If you use your own invoice templates, there is no impact for you.
If regulations change, we will continue to keep you informed.

Features

Description

Deferred payment

New payment method!

Secure your transactions with bank imprint for deferred payments.

Evolution Frisbii recurring payment

If the PSP payment method is inactive on the Account, due to an expired credit card, etc., it is now possible to delete this record so that your customer's obsolete banking information is no longer stored.

Batch correction for PDF generation

Have you set up automated PDF creation, but a sample PDF invoice is not being generated automatically? The batch has been corrected to resolve this issue. Please contact us to upgrade or request a corrective version.

Features

Description

E-invoicing

Frisbii supports this approach by allowing the generation of electronic invoices and continuing to evolve to help you stay compliant. The XML CII EXTENDED electronic invoice is generated via the Frisbii e-invoice package. For more information, contact your Customer Success.

Suspend a subscription

Temporarily stop a subscription and restart it later. Draft invoices are deleted and issued invoices are prorated if needed.

Generate a SEPA debit file for the bank

Automatically generate a SEPA XML debit file that meets European standards and is accepted by all banks. The file must still be uploaded manually to the bank.

Subscription grouping (non-Beta version)

Improved feature with new UX interfaces for better usability and optimized processes.

Frisbii Pay recurring: SEPA error handling

SEPA errors are recorded in the API Error Log. If a debit is rejected, you can manually retry the payment using the “Collect this payment” button on the Payment.