Frisbii e-invoice is an extension of your Frisbii application on Salesforce. It adds the ability to issue electronic invoices compliant with the reform, directly from your Salesforce objects, without changing your working habits.
What you need before getting started
Before you can generate your first electronic invoice with Frisbii, certain conditions need to be met.
1. Have Frisbii app version ≥ 3.247
The Frisbii e-invoice extension requires your Frisbii application to be on at least version 3.247.
💡 Not yet on version 3.247 or higher? Open a Frisbii ticket to schedule your upgrade on a partial or full data sandbox.
2. Deploy the Frisbii e-invoice extension package
Once you're on the right version, the Frisbii e-invoice package needs to be installed in your Salesforce org. This step is carried out by your Salesforce administrator, your integrator, or by the Frisbii team via a support ticket.
The Frisbii e-invoice extension enables:
Generation of invoices in the XML CII electronic format.
Fields specific to electronic invoicing.
Automatic transmission flows to the Approved Platform.
Invoice lifecycle statuses, from the Deposit object (formerly External API).
A mapping interface allowing you to use your custom fields to generate the electronic invoice XML.
3. Enable the Region/Country picklists in Salesforce (States and Territories)
The reform requires complete, standardised addresses. To do this, the Region and Country picklists in Salesforce must be enabled in your org. Here's the procedure your Salesforce Administrator should follow to enable the State and Country picklists.
What does this actually change?
From your Accounts in Salesforce, you'll get a dropdown list to enter the billing country of your Accounts. This country list will automatically populate the ISO country code for the billing country (for example: for the billing country France, the ISO country code will be "FR"…).
This code is automatically generated by Salesforce once you've enabled the Region/Country (States and Territories) picklists in Salesforce.
Note: this field is not present on your page layout by default.
4. Appoint an Approved Platform (PA)
The Frisbii e-invoice extension cannot work without being connected to an Approved Platform registered with the DGFiP. This is what legally transmits your invoices and your e-reporting data to the tax authorities.
You have two options:
Option A — Use the Frisbii × Ecosio partner offer: Frisbii offers you a turnkey solution with its partner PA, Ecosio. This is a white-label offer, so Frisbii remains your only point of contact.
Option B — Connect your own PA: if your company has chosen its own PA from the list of PAs registered with the DGFiP, it's up to you to set up the API connection with the PA to transmit electronic invoices to it.
To appoint an Approved Platform, you must sign a designation mandate with the chosen PA, also valid for Ecosio. This document authorises the PA to act on your behalf in the PPF business directory and to transmit your invoices to the DGFiP.
5. Test interoperability with the PA
Last but not least: test the interconnection with the PA! Before going live, a testing phase is strongly recommended to validate the flows between Frisbii and the PA. This step ensures that your invoices are correctly formatted, transmitted, and that statuses are properly reported back into Salesforce.
💡 Tip: generate electronic invoices for a range of use cases, here are a few examples:
Domestic B2B (France)
B2C
EU or non-EU B2B
Deposit invoice
Balance invoice with deposit deduction
Invoice with partial payment
Invoice with multiple VAT rates
VAT-exempt invoice
Partial credit note
Full credit note
Generation via scheduled batch
Reissue after correcting an error
These 12 scenarios generally cover more than 80% of the functional risks encountered in an electronic invoicing project, beyond your specific business use cases (third-party payers, self-billing…).
And then: how does it work day to day?
Once everything is in place, issuing an electronic invoice from Frisbii is just as simple as a regular invoice:
You create your invoice as usual, from the Opportunity or the Quote…
The electronic invoice in CII format is generated by calling the invocable action provided by Frisbii, based on the criteria you've defined (for example after the invoice is issued). A schedulable Apex batch will run this action automatically.
IMPORTANT: PDF generation remains fully operational in Frisbii, so there will be no interruption to this service. In practice, when a customer asks you for a duplicate invoice, you'll need to send them the duplicate PDF invoice via your usual communication channel.The invoice is automatically transmitted to our partner PA or the PA of your choice, which routes it to your customer's PA or to the DGFiP as applicable.
Lifecycle statuses (Deposited, Rejected, Made available, Accepted, Approved, Refused, Collected…) are automatically reported back into your Salesforce if you opt for our partner PA, or are set up via an API connection with the PA of your choice. "Deposit" is a packaged Frisbii object; the object and its fields are available for your own use. Packaged reports let you track the status of all your electronic invoices directly from your CRM, without switching between multiple tools.