---
title: "Functional guide"
slug: "paiement-e-commerce-avec-frisbii-pay-guide-fonctionnel"
updated: 2025-11-13T08:27:18Z
published: 2026-01-07T10:04:09Z
canonical: "help.frisbii.com/paiement-e-commerce-avec-frisbii-pay-guide-fonctionnel"
---

> ## 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.

# Functional guide

Following the creation of an e-commerce site to market a line of sports shoes, Mary, Cloud Kicks' accountant, wanted to centralize all invoicing processes in her Salesforce Frisbii tool. As a result, Mary wants to retrieve online orders in Salesforce and invoice from Frisbii.

Viray takes a closer look at the Frisbii e-commerce solution, here are the functional details.

## Installation requirements

- **Subscribe to Frisbii Pay** as a payment solution
- **Implement the Frisbii Pay plug-in on your e-commerce site**
- Use Frisbii Support France to **connect your Frisbii Pay account to the Salesforce organization.**
- Have a **Frisbii version greater than or equal to 4.24**

![Settings overview for connecting e-commerce and Salesforce applications with Frisbi.](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/Settings Frisbii.png?sv=2026-02-06&spr=https&st=2026-10-27T22%3A06%3A10Z&se=2026-10-27T23%3A06%3A10Z&sr=c&sp=r&sig=bWA5snvbK%2BSqIYX3ZlJ0XU%2FYN%2B%2BUylGfeT8OzkRFeaI%3D)

**Important information:** Frisbii does not communicate directly with the e-commerce site, but the information passes through Frisbii Pay. Frisbii retrieves the information created in Frisbii Pay, i.e. the Invoice and the Customer (equivalent to the Account/Contact in Salesforce).

## Functional scope

Whatever your e-commerce site (WooCommerce, WordPress, Shopify, Expérience Cloud...), it must integrate the Frisbii Pay payment solution. After each online purchase made via Frisbii Pay, Frisbii automates the following actions:

- **Invoice** creation **, with "Acknowledged" status** (not "Issued")
- Creation of the associated payment, with status "cashed" and the checkbox "pending" at false
- Creation of the **& billing contact account**, based on the customer's complete information (billing address, delivery address, private or professional...). This creation is compatible with the Person Account feature activated in Salesforce.
- **Update account information & Billing contact**, based on changes made on Frisbii Pay.
- **Product matching between the e-commerce site and your Salesforce Product Catalog**
- **Locking of fields** on Acknowledged Invoices, to prevent any changes being made to records from external systems
- **Reimbursement** through the creation of a Frisbii credit note, the amount will be credited back to the payment method used when the order was placed.
- Frisbii **Dashboard** included in the package: Order tracking

All that's left to do is follow your **usual billing process to issue the invoice in Frisbii**.