Fields dictionary

Corporate Name

The name of a company, regardless of its legal form. In Frisbii, this is the billing entity, defined in the Corporate Name tab/object.

• This is the name that will appear on your invoice and quotation PDFs
• Note: If you prefer, you can display the Trademark field instead

• This is the business name of the company.
• Please specify if it is different from the corporate name.

• The legal form of a company defines the rules that apply to it.
• SARL, EURL, SASU, SAS, EIRL are the main legal forms used in France.
• This information is included in the footer of the PDF of the Invoice / quotation.

• The share capital of a company is equal to the total amount of the contributions of goods and money that the partners or shareholders transfer to the company in exchange for corporate rights.

• It is an individual identification number assigned to companies subject to VAT and domiciled within the European Union.
• In France, it is made up of the FR code and 11 digits (2-digit computer key and 9-digit SIREN number of the company).

• This box should be checked if this corporate name is the one to be used by default for issuing invoices.
• Beware: Only one corporate name can be declared as used by default

RCS City * (France only)

Text (100)

• Name of the city where the registry office where the company is registered is located.
• The Trade and Companies Register is a database of all natural and legal persons engaged in commercial activities in France.
• All companies whose activity is commercial must be registered in the register or face sanctions.

• RCS: Trade and Companies Register
• Letters: A for retail traders, B for companies, C for economic interest groups, D for civil companies.

• Internal Classification Number: A numerical identifier composed of 5 digits placed at the end of the SIRET.
• It is used to identify each establishment of a company.

SIREN (France Only) *

Text (100)

• Identification system for the business directory.
• The SIREN number is a unique INSEE code used to identify a company, organization or association operating in France.
• It is a 9-digit code.

APE/NAF (France Only) *

• APE code (code d'Activité Principale) or NAF code (Nomenclature d'Activité Française).
• Each professional activity is governed by a code issued by Insee called APE code. This code is composed of 4 digits and a letter. It characterizes the main activity of a company.

• Your contact information, displayed on the PDF template.

Picklist

Invoice chronology intervals: Infinite, annual, monthly

• Infinite: No end in the numbering (forbidden in France).
• Annually: Counter reset every year.
• Monthly: Reset the counter every month.

Unique Numbering

Checkbox

• Check this box if you want a common numbering for invoices and credit notes.
• The numbers follow each other in chronological order, whether it is an invoice or a credit note.

Invoice Prefix *

• The number must be continuous, chronological and without any break.
• Here is an article on this subject: Corporate name - Invoice numbering.

• for Year on 4 digits INV{!YYYY}, on 2 digits INV{!YY}
• for Month on 2 digits INV{!MM}

Credit Note Prefix *

Text(20) (Unique Case Insensitive)

• The number must be continuous, chronological and without any break.
• Here is an article on this subject: Corporate name - Invoice numbering.

• for Year on 4 digits CN{!YYYY}, on 2 digits CN{!YY}
• for Month on 2 digits CN{!MM}
• Here is an article on this subject: Numbering period - Field dictionary and configuration
  

• Option linked to the subscription object, useful if you do recurrent invoicing.
• If activated, it will allow you to easily manage subscription interruptions: by generating a credit note on a prorated basis for invoices already issued and by adjusting draft invoices on a prorated basis.
• Please find here an article on that topic : Subscriptions - automatic prorating

• Check this box to automatically force the invoice date to the current date, if the invoice date chosen by the user causes a break in the chronology (highly recommended to avoid invoicing in the future and blocking the billing - especially when the invoice issuing is done by a process).

• Option linked to the subscription, useful if you do recurrent invoicing.
• If activated, it will allow you to regularize the invoice in case a subscription item is created, modified, or cancelled and this impacts an invoicing period already issued.
• Please see this article to learn more: Subscriptions - Billing regularization

Default Invoice Template

• In Frisbii, you can create your own PDF invoice template(s) or use one of the suggested templates.
• Once chosen, the template will be used by default.
  Please find here link to the relevant section: PDF template - Create your own PDF template

Default Quotation Template

Lookup(Template)

• If you are using the Quotation object (Frisbii object), you can also create your own Quotation PDF template(s) or use one of the suggested templates.
• Once chosen, the template will be the one used by default.

• If you are using the Subscription object (Frisbii object), you can also create your own PDF template(s) for the Subscription(s).
• Once chosen, the template will be used by default.

Default Bank Details

Lookup(Bank Details)

• On the same corporate name you can register several bank details : Corporate Names - Bank details configuration
• You can then choose which one you will use by default.

• Check this box if you want to display the account number (AccountNumber) that is linked to your invoice on your invoice PDF.

• Check this box, if you want to display the owner of the account that is linked to your invoice as "Customer Contact" on your invoice PDF.

• Check this box, if you want to display the owner of the Opportunity that is linked to your invoice as "Customer Contact" on your invoice PDF.

• Check this box, if you want to display the payment schedule that is linked to your invoice on your invoice PDF.

Penalties for late payment*

• If you need, you can specify the penalties for late payment, which will be included in the additional terms of the invoice PDF.

• Fill in with the discount conditions in case of payment in advance

• The legal notice is displayed on the PDF invoice and automatically constituted by the values of different fields

• Displays the conditions of the quotation that you can display on the PDF of the quotations related to this Corporate Name.

VAT mentions

• Fill in with the relevant VAT information.

Additional Information

Long Text Area(32768)

• You could use this field to display additional conditions on the PDF template of the invoice/credit note.

• Select the VAT rate that will be applied for the quotations and invoices linked to the corporate name.
• Refers to the set of global values (Trailhead Unit : Share Values with Global Value Sets )
• Note: the VAT rate can be entered at several levels.

• Reference to the chart of accounts, associated with the accounting accounts.

• The sales journal is an accounting book that contains all the accounting entries of a company relating to sales made.

• Use this field reference to link the VAT account to the corporate name.

• Information to be filled in according to your specific business needs. It can be used in reports, in order to make analyses on different axes.
• E.g.: On the Corporate Name you can fill in 'Subsidiary', to make a distinction with the head office.

• Discounts granted are financial reductions that arise from advance payment.
• Use this field reference to link the account for cash discount expenses to the corporate name.

• The SEPA Creditor Identifier (ICS) is a set of 13 characters that anyone who wishes to set up a direct debit must have.
• With the new SEPA standard, the creditor receives a direct debit authorization from the debtor.

• You can create your PDF template(s) for change orders.
• Once set up on the Corporate Name, the template will be used by default.

• By putting this tag language language="{!sofactoapp__Factures_Client__c.sofactoapp__emetteur_facture__r.sofactoapp__Langue__c}" in your invoice or quotation template, the language chosen for the corporate name will be applied to the invoice or quotation PDFs that are linked to this corporate name.
• Beware: Like the VAT rate, the language can be configured at several levels (inheritance). You can also configure it at the account, accounting data, invoice or quotation level.