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
Phone	Takes the phone number entered on Customer Frisbii Pay.
Account name	Consult 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
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

Person Account Active

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 :

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
			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.
			"Billing Details" is carried over to "Billing Address" + "Shipping Address" in the Account. "Billing details" is shown on the Contact.
			"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.