--- title: "Create an acknowledged invoice, account/contact & payment" slug: "paiement-e-commerce-avec-frisbii-pay-création-dune-facture-acquittée-comptecontact-règlement" updated: 2025-11-06T10:40:02Z published: 2026-01-07T10:04:09Z canonical: "help.frisbii.com/paiement-e-commerce-avec-frisbii-pay-création-dune-facture-acquittée-comptecontact-règlement" --- > ## 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. # Create an acknowledged invoice, account/contact & payment After setting up a sandbox e-commerce site, Axel starts receiving Acknowledged Invoices. ## Create an acknowledged invoice Following the connection of Frisbii Pay to Frisbii, after an online order paid with a Frisbii Pay payment method, Axel automatically receives an instant Acknowledged Invoice. Here are its properties: | **Handle** | New Frisbii fields. The Handle corresponds to a unique invoice ID. This ID is automatically generated by Frisbii Pay. The handle transits from Frisbii Pay to Frisbii. | | --- | --- | | **Account** | The Account is automatically created from the Customer's information in Frisbii Pay. The Account lookup is automatically filled in. | | **Payment method** | By default, the payment method is "Frisbii Pay One-shot" because it is a payment made from Frisbii Pay. | | **Invoice creation date** | The date corresponds to the date of insertion of the Invoice in Frisbii (usually today's date). | | **Term of payment** | The default payment term is "Cash", as the invoice has already been paid. | | **Status** | New selection list value: "Acquitted". The invoice is not issued, leaving you free to issue invoices according to your usual billing processes. | | **Origin** | New selection list value: "External". To be able to trace invoices coming from an external system. | ## Account creation and billing contact The connection with Frisbii Pay platform automatically creates the Account and the associated Billing Contact. The Salesforce Account and Contact are created from the Customer's information in Frisbii Pay. Here are its properties on Account : | **Handle** | New Frisbii fields. The Handle corresponds to a unique invoice ID. This ID is automatically generated by the Frisbii Pay platform. The handle transits between Frisbii Pay and Frisbii. | | --- | --- | | **Billing email** | Returns the email address entered on the Customer Frisbii Pay. | | **Billing address** | By default, uses the Customer's address information in Frisbii Pay. | | **Shipping address** | View [Shipping Address Rules](/frisbii-app/docs/en/paiement-e-commerce-avec-frisbii-pay-création-dune-facture-acquittée-comptecontact-règlement#delivery-address-rules) | | **Phone** | Takes the phone number entered on Customer Frisbii Pay. | | **Account name** | Consult [Person Account](/frisbii-app/docs/en/paiement-e-commerce-avec-frisbii-pay-création-dune-facture-acquittée-comptecontact-règlement#person-account) rules | **For your information**: in Frisbii Pay, there is no distinction between an Account and a Billing Contact. Called "Customer" in Frisbii Pay, this is the only record containing Account and Contact information. Here are its properties on Contact : | **Handle** | New Frisbii fields. The Handle corresponds to a unique invoice ID. This ID is automatically generated by Frisbii Pay. The handle transits between Frisbii Pay and Frisbii. | | --- | --- | | **Email** | Refers to the e-mail address given on the Customer Frisbii Pay, also present on the Account. | | **Name** | Resumes the Name entered on the Customer Frisbii Pay | | **First name** | First name entered on Customer Frisbii Pay | | **Address** | View [Shipping Address Rules](/frisbii-app/docs/en/paiement-e-commerce-avec-frisbii-pay-création-dune-facture-acquittée-comptecontact-règlement#delivery-address-rules) | | **Phone** | Takes the phone number entered on the Customer Frisbii Pay . | ### **Person Account** Are personal accounts enabled in your Salesforce organization? No problem, the solution is compatible with Person Accounts. | **Customer Frisbii Pay info** | ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image(476).png?sv=2026-02-06&spr=https&st=2026-10-27T23%3A40%3A00Z&se=2026-10-28T00%3A40%3A00Z&sr=c&sp=r&sig=qba%2Bp0CyeQXDYmium3bGE0pyvkq8IcnXRTGmuaQ4hiM%3D) **Person Account Active** | ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image(477).png?sv=2026-02-06&spr=https&st=2026-10-27T23%3A40%3A00Z&se=2026-10-28T00%3A40%3A00Z&sr=c&sp=r&sig=qba%2Bp0CyeQXDYmium3bGE0pyvkq8IcnXRTGmuaQ4hiM%3D) **Person Account Inactive** | | --- | --- | --- | | **Company" field filled in (BtoB)** | Create an account. Account name = "Company" name. + Contact creation, with "Last name" and "First name | Create an account. Account name = "Company" name. + Contact creation, with "Last name" and "First name | | **Company" field not filled in (BtoC)** | Create a personal Account, with "Last name" and "First name". | Create an account. Account name = "Last name" + "First name". + Contact creation, with "Last name" and "First name". | The **Company** field is located on the Customer in Frisbii Pay : ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-L6MRSPV8.png?sv=2026-02-06&spr=https&st=2026-10-27T23%3A40%3A00Z&se=2026-10-28T00%3A40%3A00Z&sr=c&sp=r&sig=qba%2Bp0CyeQXDYmium3bGE0pyvkq8IcnXRTGmuaQ4hiM%3D) ### **Shipping address rules** On Frisbii Pay, there are 3 ways to enter addresses: - Customer address: "Address", present on the Customer - Billing address: "Billing details", present on the Invoice - Delivery address: "Delivery details" on the Invoice Here are the rules for Addresses: | **Customer address** | **Billing details** | **Shipping details** | **Correspondence in Frisbii** | | --- | --- | --- | --- | | ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image(476).png?sv=2026-02-06&spr=https&st=2026-10-27T23%3A40%3A00Z&se=2026-10-28T00%3A40%3A00Z&sr=c&sp=r&sig=qba%2Bp0CyeQXDYmium3bGE0pyvkq8IcnXRTGmuaQ4hiM%3D) | ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image(477).png?sv=2026-02-06&spr=https&st=2026-10-27T23%3A40%3A00Z&se=2026-10-28T00%3A40%3A00Z&sr=c&sp=r&sig=qba%2Bp0CyeQXDYmium3bGE0pyvkq8IcnXRTGmuaQ4hiM%3D) | ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image(477).png?sv=2026-02-06&spr=https&st=2026-10-27T23%3A40%3A00Z&se=2026-10-28T00%3A40%3A00Z&sr=c&sp=r&sig=qba%2Bp0CyeQXDYmium3bGE0pyvkq8IcnXRTGmuaQ4hiM%3D) | The Customer's address is entered in "Billing address" in the Contact + Account. Account "Shipping address" is empty. Please note that to issue the invoice, you will need to check the "Same addresses" box. | | ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image(476).png?sv=2026-02-06&spr=https&st=2026-10-27T23%3A40%3A00Z&se=2026-10-28T00%3A40%3A00Z&sr=c&sp=r&sig=qba%2Bp0CyeQXDYmium3bGE0pyvkq8IcnXRTGmuaQ4hiM%3D) | ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image(476).png?sv=2026-02-06&spr=https&st=2026-10-27T23%3A40%3A00Z&se=2026-10-28T00%3A40%3A00Z&sr=c&sp=r&sig=qba%2Bp0CyeQXDYmium3bGE0pyvkq8IcnXRTGmuaQ4hiM%3D) | ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image(477).png?sv=2026-02-06&spr=https&st=2026-10-27T23%3A40%3A00Z&se=2026-10-28T00%3A40%3A00Z&sr=c&sp=r&sig=qba%2Bp0CyeQXDYmium3bGE0pyvkq8IcnXRTGmuaQ4hiM%3D) | "Billing Details" is carried over to "Billing Address" + "Shipping Address" in the Account. "Billing details" is shown on the Contact. | | ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image(476).png?sv=2026-02-06&spr=https&st=2026-10-27T23%3A40%3A00Z&se=2026-10-28T00%3A40%3A00Z&sr=c&sp=r&sig=qba%2Bp0CyeQXDYmium3bGE0pyvkq8IcnXRTGmuaQ4hiM%3D) | ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image(476).png?sv=2026-02-06&spr=https&st=2026-10-27T23%3A40%3A00Z&se=2026-10-28T00%3A40%3A00Z&sr=c&sp=r&sig=qba%2Bp0CyeQXDYmium3bGE0pyvkq8IcnXRTGmuaQ4hiM%3D) | ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image(476).png?sv=2026-02-06&spr=https&st=2026-10-27T23%3A40%3A00Z&se=2026-10-28T00%3A40%3A00Z&sr=c&sp=r&sig=qba%2Bp0CyeQXDYmium3bGE0pyvkq8IcnXRTGmuaQ4hiM%3D) | "Billing details" are transferred to "Billing address" in the Account. "Delivery details" is carried over to "Shipping address" in the Account. "Billing details" is shown on the Contact. | ## Creating the Rules **A Payment record is automatically created** (even if the "Enable Automatic Payments" option is deactivated), and associated with this Acknowledged invoice. The payment includes the invoice information. The "Pending" checkbox is false, as the invoice has already been paid. Payment status is set to "cashed". ## Creating cash flow **As of version 4.9, Frisbii no longer automatically creates Cash Flows associated with Payments,** because as it stood, Cash Flows were simply a copy of the Payment information. However, as Administrator, **if you wish to automatically recreate Cashflows, you must clone and activate the flow called "Cashflow from Payment Psp".** Please note that the flow is based on the "Pending" checkbox of the Payment record, which is set to true. However, on an Acknowledged invoice, the Payment is false. On your cloned version of the flow, remove the condition on the "Pending" rule.