Main objects

After their meeting, Linda and José go through their answers to figure out how to proceed with the configuration of Frisbii App. José, the director of sales, would like to have a global view of the objects available in the application.

He asks Linda to give him this overview. After a little research, Linda finds this article from the knowledge base, which facilitates her task.

Overview of Frisbii’s Objects

Flowchart illustrating relationships between accounts, invoices, subscriptions, and payments.

Let's now go into a little more detail to learn more about the main objects in Frisbii.

Frisbii's main objects

We will have soon a closer look on these objects as we continue learning about Frisbii's multiple features. Let's start with a general definition of this bunch of entities:

Object	Description
Corporate Names	The name of a company, regardless of its legal form. In Frisbii, it is the billing entity, defined in the tab Corporate names.
Quotation	You can create quotations, track and change them throughout the sales cycle. Billing is possible from won quotations.
Invoice	Invoices certify the purchase of your customer. Billing is also possible from opportunities.
Subscription	A subscription agreed between your company and your customers for the same service offered in several times or over a given period.

Each of these objects represents a tab in Frisbii App. Within this knowledge base, a rubric is dedicated to each of these objects.

Owing to keep an overview, we prepared a table that displays the following information :

Essential Fields: Most important information to fill in. Among the published articles within each rubric you will find one explaining all fields of the concerned object.
Mandatory Configuration: We will find out in the following articles, how to do the setting of these parameters and why this is indispensable. For the impatients among us: There are links in the overview table that takes you to the according section of our knowledge base.
Main Actions: Rollup your sleeves! If you follow the links, you will find the procedures to follow in order to take the mentioned actions.
Useful indicators: Let's have a look on these useful displays.
Possible automatisations: Do you want to start using Frisbii for a while before automising some processes? Or do you want to start directly by taking the proposed Frisbii automatisation pack? In any case, here is want you can automise within each object.
Additional Options: Curious what else you can do in each tab? Here you are, some more possible options to discover.

Keep these explanations in mind when reading this overview table :

	Corporate Names	Quotations	Subscriptions	Invoices
Essential Field	Legal Form, Share Capital, Intracom. VAT No. etc.	Quotation Date/ Stage/ Forecast Category Amounts/ Discount/ VAT	Date of Subscription/ Start Date/ Frequency Discount Billing Terms Renewal Options	Date, Stage, Status Payment Mode, Term of Payment Amounts/ Discounts/ VAT Type : Invoice/ Credit Note
Mandatory Configuration	Invoice/ Credit Note Prefixes Numbering Series Default PDF Templates Default Bank Details	Quotation Line Items	Subscription Line Items	Invoice Line Items
Main Actions	Adding a logo Choose PDF templates	Subscription creation Invoice creation	Generation of a Billing Plan Creation of a Change Order	Generate a Credit Note Generate a Payment Schedule
Useful Indicators		Invoice Plan		Payment Overview
Possibles Automatisations	Enable Periodic Distributions Force Accounting Data	Automated Invoice Creation	Automated Dunning	Issue Invoices Invoice PDF creation Sending Invoicing via Email Automated Dunning
Additional Options	Setting a default VAT rate Configuring a default language applying for all PDFs created within this corporate name	dedicated Quotation PDF Comment fields that can be displayed on the PDF	Taking into account Indices Management of Change Orders	Displaying customized comments on the Invoice PDF

Relations between these objects

For those who can not get enough information about Frisbii's objects/tabs, here is an additional table that shows the relations between the mentioned objects and other objects that we will discover soon.

	Corporate Names	Quotations	Subscriptions	Invoices
Relation to other objects/ related lists	Bank Details Numbering Series	Subscription Price Book Account/ Contact Accounting Data Invoice Opportunity (Sync possible) Corporate Names	Product Configuration Account/ Contact Accounting Data Invoice Quotation Opportunity Corporate Names	Abonnement Product Configuration Account/ Contact Accounting Data Initial Invoice (for Credit Notes) Quotations Opportunities Corporate Names (Issuer)

Where to go from here?

After this jogging with Candace to ventilate his head and test the new model of sneakers, José returns to discuss the next steps with Linda.

In the meantime, Linda has made a to do list, by getting an overview of the Frisbii knowledge base.

To Do/ Configuration

Add Frisbii functionalities - Add buttons on the objects Accounts/ Opportunities/ Quotations
Configure the Corporate Name - Prefixes/ Numbering Series
Add an invoice template and a quotation template