---
title: "Main objects"
slug: "premiers-pas-avec-frisbii-les-objets-principaux"
updated: 2025-09-30T14:50:43Z
published: 2026-01-07T10:04:05Z
canonical: "help.frisbii.com/premiers-pas-avec-frisbii-les-objets-principaux"
---

> ## 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.

# 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.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-2YG3Y05Q.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)

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.](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/Copie de _WIP_ MCD_3.133-Main Objects simple.drawio.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)

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:

<editor360-custom-block data-preprocessing="true" data-sanitizationtags="thead,b"><table border="1"><thead> <tr> <th colspan="1" rowspan="1">Object</th> <th colspan="1" rowspan="1"> Description</th> </tr></thead><tbody> <tr> <td colspan="1" rowspan="1">Corporate Names</td> <td colspan="1" rowspan="1"> <p dir="ltr">The name of a company, regardless of its legal form. In Frisbii, it is the billing entity, defined in the tab <b>Corporate names</b>.</p> </td> </tr> <tr> <td colspan="1" rowspan="1">Quotation</td> <td colspan="1" rowspan="1">You can create quotations, track and change them throughout the sales cycle. Billing is possible from won quotations.</td> </tr> <tr> <td colspan="1" rowspan="1">Invoice</td> <td colspan="1" rowspan="1">Invoices certify the purchase of your customer. Billing is also possible from opportunities.</td> </tr> <tr> <td colspan="1" rowspan="1">Subscription</td> <td colspan="1" rowspan="1">A subscription agreed between your company and your customers for the same service offered in several times or over a given period.</td> </tr></tbody></table></editor360-custom-block>

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 :

<editor360-custom-block data-preprocessing="true" data-sanitizationtags="b"><ul><li><b>Essential Fields: </b>Most important information to fill in. Among the published articles within each rubric you will find one explaining all fields of the concerned object.</li><li><b>Mandatory Configuration:</b> 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.</li><li><b>Main Actions: </b>Rollup your sleeves! If you follow the links, you will find the procedures to follow in order to take the mentioned actions.</li><li><b>Useful indicators: </b>Let's have a look on these useful displays.</li><li><b>Possible automatisations: </b>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.</li><li><b>Additional Options: </b>Curious what else you can do in each tab? Here you are, some more possible options to discover. </li></ul></editor360-custom-block>

Keep these explanations in mind when reading this overview table :

<editor360-custom-block data-preprocessing="true" data-sanitizationtags="thead,b"><table border="1"><thead> <tr> <th colspan="1" rowspan="1"> </th> <th colspan="1" rowspan="1"><b>Corporate Names</b></th> <th colspan="1" rowspan="1"><b>Quotations</b></th> <th colspan="1" rowspan="1"><b>Subscriptions</b></th> <th colspan="1" rowspan="1"><b>Invoices</b></th> </tr></thead><tbody> <tr> <th colspan="1" rowspan="1"><b>Essential Field</b></th> <td colspan="1" rowspan="1"> <ul> <li>Legal Form, Share Capital,<br>Intracom. VAT No. etc.</li> </ul> </td> <td colspan="1" rowspan="1"> <ul> <li>Quotation Date/ Stage/<br>Forecast Category</li> <li>Amounts/ Discount/ VAT</li> </ul> </td> <td colspan="1" rowspan="1"> <ul> <li>Date of Subscription/ Start Date/ Frequency </li> <li>Discount</li> <li>Billing Terms</li> <li>Renewal Options</li> </ul> </td> <td colspan="1" rowspan="1"> <ul> <li>Date, Stage, Status</li> <li>Payment Mode, Term of Payment</li> <li>Amounts/ Discounts/ VAT</li> <li>Type : Invoice/ Credit Note</li> </ul> </td> </tr> <tr> <th colspan="1" rowspan="1"><b>Mandatory Configuration</b></th> <td colspan="1" rowspan="1"> <ul> <li>Invoice/ Credit Note Prefixes</li> <li>Numbering Series</li> <li>Default PDF Templates</li> <li>Default Bank Details</li> </ul> </td> <td colspan="1" rowspan="1"> <ul> <li>Quotation Line Items</li> </ul> </td> <td colspan="1" rowspan="1"> <ul> <li>Subscription Line Items</li> </ul> </td> <td colspan="1" rowspan="1"> <ul> <li>Invoice Line Items</li> </ul> </td> </tr> <tr> <th colspan="1" rowspan="1"><b>Main Actions</b></th> <td colspan="1" rowspan="1"> <ul> <li>Adding a logo</li> <li>Choose PDF templates</li> </ul> </td> <td colspan="1" rowspan="1"> <ul> <li>Subscription creation</li> <li>Invoice creation</li> </ul> </td> <td colspan="1" rowspan="1"> <ul> <li>Generation of a Billing Plan</li> <li>Creation of a Change Order</li> </ul> </td> <td colspan="1" rowspan="1"> <ul> <li>Generate a Credit Note</li> <li>Generate a Payment Schedule</li> </ul> </td> </tr> <tr> <th colspan="1" rowspan="1"><b>Useful Indicators</b></th> <td colspan="1" rowspan="1"> </td> <td colspan="1" rowspan="1"> <ul> <li>Invoice Plan</li> </ul> </td> <td colspan="1" rowspan="1"> </td> <td colspan="1" rowspan="1"> <ul> <li>Payment Overview</li> </ul> </td> </tr> <tr> <th colspan="1" rowspan="1"><b>Possibles Automatisations</b></th> <td colspan="1" rowspan="1"> <ul> <li>Enable Periodic Distributions</li> <li>Force Accounting Data</li> </ul> </td> <td colspan="1" rowspan="1"> <ul> <li>Automated Invoice Creation</li> </ul> </td> <td colspan="1" rowspan="1"> <ul> <li>Automated Dunning</li> </ul> </td> <td colspan="1" rowspan="1"> <ul> <li>Issue Invoices</li> <li>Invoice PDF creation</li> <li>Sending Invoicing via Email</li> <li>Automated Dunning</li> </ul> </td> </tr> <tr> <th colspan="1" rowspan="1">Additional Options</th> <td colspan="1" rowspan="1"> <ul> <li>Setting a default VAT rate</li> <li>Configuring a default language applying for all PDFs created within this corporate name</li> </ul> </td> <td colspan="1" rowspan="1"> <ul> <li>dedicated Quotation PDF</li> <li>Comment fields that can be<br>displayed on the PDF</li> </ul> </td> <td colspan="1" rowspan="1"> <ul> <li>Taking into account Indices</li> <li>Management of Change Orders</li> </ul> </td> <td colspan="1" rowspan="1"> <ul> <li>Displaying customized comments on the Invoice PDF</li> </ul> </td> </tr></tbody></table></editor360-custom-block>

### 

## 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.

<editor360-custom-block data-preprocessing="true" data-sanitizationtags="b"><table border="1"><tbody> <tr> <th colspan="1" rowspan="1"> </th> <td colspan="1" rowspan="1"><b>Corporate Names</b></td> <td colspan="1" rowspan="1"><b>Quotations</b></td> <td colspan="1" rowspan="1"><b>Subscriptions</b></td> <td colspan="1" rowspan="1"><b>Invoices</b></td> </tr> <tr> <th colspan="1" rowspan="1">Relation to other objects/ related lists</th> <td colspan="1" rowspan="1"> <ul> <li>Bank Details</li> <li>Numbering Series</li> </ul> </td> <td colspan="1" rowspan="1"> <ul> <li>Subscription</li> <li>Price Book</li> <li>Account/ Contact</li> <li>Accounting Data </li> <li>Invoice</li> <li>Opportunity (Sync possible)</li> <li>Corporate Names</li> </ul> </td> <td colspan="1" rowspan="1"> <ul> <li>Product Configuration</li> <li>Account/ Contact</li> <li>Accounting Data </li> <li>Invoice</li> <li>Quotation</li> <li>Opportunity</li> <li>Corporate Names</li> </ul> </td> <td colspan="1" rowspan="1"> <ul> <li>Abonnement</li> <li>Product Configuration</li> <li>Account/ Contact</li> <li>Accounting Data </li> <li>Initial Invoice (for Credit Notes)</li> <li>Quotations</li> <li>Opportunities</li> <li>Corporate Names (Issuer)</li> </ul> </td> </tr></tbody></table></editor360-custom-block>

## Where to go from here?

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-VXRIU6NJ.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)

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.

<editor360-custom-block data-preprocessing="true" data-sanitizationtags="b"><p dir="ltr">In the meantime, Linda has made a to do list, by getting an overview of the Frisbii knowledge base.<br><br><b>To Do/ Configuration</b></p></editor360-custom-block>

- 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