---
title: "Fields dictionary"
slug: "raison-sociale-dictionnaire-des-champs"
updated: 2025-09-05T08:17:57Z
published: 2026-01-07T10:04:01Z
canonical: "help.frisbii.com/raison-sociale-dictionnaire-des-champs"
---

> ## 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.

# Fields dictionary

<editor360-custom-block data-preprocessing="true" data-sanitizationtags="b"><p>Linda has just added the buttons and associated lists so that users can access the Frisbii features. Now she starts to configure the <b>Corporate Name</b> tab, but first she would like to understand the fields available in this object.</p></editor360-custom-block>

Don't be afraid, the article might be a bit long, but it will allow you to understand the fields of this object. Here is a summary, if you want to skip some steps.

## Definition

Let's go back to the definition we saw in the article [First steps in Frisbii - main objects in Frisbii](/articles/en_US/Knowledge/Les-objets-principaux-de-Sofacto).

<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"> <p>Description</p> </th> </tr></thead><tbody> <tr> <td colspan="1" rowspan="1"> <p><b>Corporate Name</b> </p> </td> <td colspan="1" rowspan="1"> <p dir="ltr">The <b>name</b> of a company, regardless of its legal form. In Frisbii, this is the billing entity, defined in the <b>Corporate Name </b>tab/object.</p> </td> </tr></tbody></table></editor360-custom-block>

Now that we now what we are talking about, we can go deeper into the details, namely the fields you will find on this object.

### Underlying objects

The Corporate Name is one of Frisbii's main objects. To better understand the relationships between this object and the underlying objects, we suggest taking a closer look at this data model:

![Diagram illustrating connections between corporate name, accounts, and various financial elements.](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/Copie de _WIP_ MCD_3.133-EN - Corporate name.drawio.png?sv=2026-02-06&spr=https&st=2026-10-27T22%3A52%3A37Z&se=2026-10-27T23%3A52%3A37Z&sr=c&sp=r&sig=xL0wH6iIdPCsONkrS%2FPK40hrpuTJrLdt4nelV6QCn%2B4%3D)

#### Numbering Period

Invoice issuance is one of Frisbii's key features. Without numbering that complies with legislation, invoicing is impossible. You can configure this numbering in the [Numbering Period](/frisbii-app/docs/en/configuration-période-de-numérotation) object, accessible via the Corporate Name object. You will find all the fields for this object in this article: Field [Dictionary](/frisbii-app/docs/en/période-de-numérotation-dictionnaire-de-champ-et-configuration).

#### Bank Details

Another essential item for paying your bills: [bank details](/frisbii-app/docs/en/raison-sociale-configuration-des-coordonnées-bancaires).

However, it is **important to remember** that you can also configure other bank details on each invoice and on each accounting record.

## The fields of this object

Here is a list of fields by section of the object.

*The mandatory information to be displayed on the invoice/credit note will be marked with a small asterisk (*) (c.f. article Invoices -* [Invoices - Mandatory information for invoicing from a french corporate name](/articles/en_US/Knowledge/factures-informations-obligatoires-en-france) *as well as the legal text on the mandatory mentions of an invoice)*

### Details

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-BALXEBC0.png?sv=2026-02-06&spr=https&st=2026-10-27T22%3A52%3A37Z&se=2026-10-27T23%3A52%3A37Z&sr=c&sp=r&sig=xL0wH6iIdPCsONkrS%2FPK40hrpuTJrLdt4nelV6QCn%2B4%3D)

Fields that require further explanation:

<editor360-custom-block data-preprocessing="true" data-sanitizationtags="b"><table border="0" style="width:850px;"><tbody> <tr> <td colspan="1" rowspan="1"><b>Record Name *</b></td> <td colspan="1" rowspan="1">Text (80)</td> <td colspan="1" rowspan="1"> <ul> <li> This is the name that will appear on your invoice and quotation PDFs</li> <li><b>Note</b>: If you prefer, you can display the <b>Trademark</b> field instead </li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>Trademark</b></td> <td colspan="1" rowspan="1">Text (100)</td> <td colspan="1" rowspan="1"> <ul> <li>This is the business name of the company.</li> <li>Please specify if it is different from the corporate name. </li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>Legal Form*</b></td> <td colspan="1" rowspan="1">Picklist</td> <td colspan="1" rowspan="1"> <ul> <li>The legal form of a company defines the rules that apply to it.</li> <li>SARL, EURL, SASU, SAS, EIRL are the main legal forms used in France. </li> <li>This information is included in the footer of the PDF of the Invoice / quotation. </li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>Share Capital*</b></td> <td colspan="1" rowspan="1">Currency (16, 2)</td> <td colspan="1" rowspan="1"> <ul> <li> The share capital of a company is equal to the <b>total amount of the contributions of goods and money</b> that the partners or shareholders transfer to the company in exchange for corporate rights. </li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>Intracom. VAT No. *</b></td> <td colspan="1" rowspan="1">Text (100)</td> <td colspan="1" rowspan="1"> <ul> <li>It is an individual identification number assigned to companies subject to VAT and domiciled within the European Union.</li> <li>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).</li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>Used by Default</b></td> <td colspan="1" rowspan="1">Checkbox</td> <td colspan="1" rowspan="1"> <ul> <li>This box should be checked if this corporate name is the one to be used by default for issuing invoices.</li> <li>Beware: Only one corporate name can be declared as used by default </li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"> <p><b>RCS City * (France only)</b></p> </td> <td colspan="1" rowspan="1"> <p>Text (100)</p> </td> <td colspan="1" rowspan="1"> <ul> <li>Name of the city where the registry office where the company is registered is located.</li> <li>The Trade and Companies Register is a database of all natural and legal persons engaged in commercial activities in France.</li> <li>All companies whose activity is commercial must be registered in the register or face sanctions. </li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>RCS Letter (France Only) *</b></td> <td colspan="1" rowspan="1">Picklist</td> <td colspan="1" rowspan="1"> <ul> <li>RCS: Trade and Companies Register</li> <li>Letters: A for retail traders, B for companies, C for economic interest groups, D for civil companies. </li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>NIC (France Only) *</b></td> <td colspan="1" rowspan="1">Text (100)</td> <td colspan="1" rowspan="1"> <ul> <li>Internal Classification Number: A numerical identifier composed of 5 digits placed at the end of the SIRET.</li> <li>It is used to identify each establishment of a company. </li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"> <p><b>SIREN (France Only) *</b></p> </td> <td colspan="1" rowspan="1"> <p>Text (100)</p> </td> <td colspan="1" rowspan="1"> <ul> <li>Identification system for the business directory. </li> <li>The SIREN number is a unique INSEE code used to identify a company, organization or association operating in France.</li> <li>It is a 9-digit code. </li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"> <p><b>APE/NAF (France Only) *</b></p> </td> <td colspan="1" rowspan="1"> Text (100)</td> <td colspan="1" rowspan="1"> <ul> <li>APE code (code d'Activité Principale) or NAF code (Nomenclature d'Activité Française).</li> <li>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. </li> </ul> </td> </tr></tbody></table></editor360-custom-block>

#### Adresse

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-693DA4Q2.png?sv=2026-02-06&spr=https&st=2026-10-27T22%3A52%3A37Z&se=2026-10-27T23%3A52%3A37Z&sr=c&sp=r&sig=xL0wH6iIdPCsONkrS%2FPK40hrpuTJrLdt4nelV6QCn%2B4%3D)

<editor360-custom-block data-preprocessing="true" data-sanitizationtags="b"><p>Starting with the Fall'20 version, a more complete <b>Addresses</b> section is available, in order to manage the information that must be displayed on the invoice PDF. <br>All these fields must be filled in.<br> </p></editor360-custom-block>

#### Optional Information

<editor360-custom-block data-preprocessing="true" data-sanitizationtags="b"><table border="0"><tbody> <tr> <td colspan="1" rowspan="1"><b>Phone / Email /<br>Website</b></td> <td colspan="1" rowspan="1">Text (100) / Email / <br>Text (100)</td> <td colspan="1" rowspan="1"> <ul> <li>Your contact information, displayed on the PDF template.</li> </ul> </td> </tr></tbody></table></editor360-custom-block>

#### Numbering

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-9XZPTDOH.png?sv=2026-02-06&spr=https&st=2026-10-27T22%3A52%3A37Z&se=2026-10-27T23%3A52%3A37Z&sr=c&sp=r&sig=xL0wH6iIdPCsONkrS%2FPK40hrpuTJrLdt4nelV6QCn%2B4%3D)

<editor360-custom-block data-preprocessing="true" data-sanitizationtags="b"><table border="0" style="width:850px;"><tbody> <tr> <td colspan="1" rowspan="1"><b>Numbering periodicity</b><br> </td> <td colspan="1" rowspan="1"> <p> Picklist</p> </td> <td colspan="1" rowspan="1"> <p>Invoice chronology intervals: Infinite, annual, monthly </p> <ul> <li>Infinite: <b>No end</b> in the numbering (forbidden in France).</li> <li>Annually: Counter reset <b>every year</b>. </li> <li>Monthly: Reset the counter <b>every month</b>.</li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"> <p><b>Unique Numbering</b></p> </td> <td colspan="1" rowspan="1"> <p>Checkbox</p> </td> <td colspan="1" rowspan="1"> <ul> <li>Check this box if you want a common numbering for invoices and credit notes. </li> <li>The numbers follow each other in chronological order, whether it is an invoice or a credit note.</li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"> <p><b>Invoice Prefix *</b></p> </td> <td colspan="1" rowspan="1"> <table> <tbody> <tr> <td colspan="1" rowspan="1">Text(20) (Unique Case Insensitive)</td> </tr> </tbody> </table> </td> <td colspan="1" rowspan="1">The numbering of invoices is subject to strict regulations. <ul> <li>The number must be <b>continuous</b>,<b> chronological</b> and <b>without any break</b>.</li> <li>Here is an article on this subject: <a href="/articles/en_US/Knowledge/corporate-names-invoice-numbering" target="_blank" rel="noopener">Corporate name - Invoice numbering</a>. </li> </ul> The prefix is used to generate the invoice reference.<br> <br>It can contain dynamic variables: <ul> <li>for Year on 4 digits <b>INV{!YYYY}</b>, on 2 digits <b>INV{!YY}</b></li> <li>for Month on 2 digits <b>INV{!MM}</b></li> </ul> Here is an article on this subject: <a href="/articles/en_US/Knowledge/Configuration-de-la-periode-de-numerotation" target="_blank" rel="noopener">Numbering period - Field dictionary and configuration</a><br> </td> </tr> <tr> <td colspan="1" rowspan="1"> <p><b>Credit Note Prefix *</b></p> </td> <td colspan="1" rowspan="1"> <p>Text(20) (Unique Case Insensitive)</p> </td> <td colspan="1" rowspan="1">The numbering of invoices is subject to strict regulations. <ul> <li>The number must be <b>continuous</b>,<b> chronological</b> and <b>without any break</b>.</li> <li>Here is an article on this subject: <a href="/articles/en_US/Knowledge/corporate-names-invoice-numbering" target="_blank" rel="noopener">Corporate name - Invoice numbering</a>. </li> </ul> The prefix is used to generate the invoice reference.<br><br>It can contain dynamic variables: <ul> <li>for Year on 4 digits <b>CN{!YYYY}</b>, on 2 digits <b>CN{!YY}</b></li> <li>for Month on 2 digits <b>CN{!MM}</b></li> <li>Here is an article on this subject: <a href="/articles/en_US/Knowledge/Configuration-de-la-periode-de-numerotation" target="_blank" rel="noopener">Numbering period - Field dictionary and configuration</a><br> </li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>Automatic Prorating</b></td> <td colspan="1" rowspan="1">Checkbox</td> <td colspan="1" rowspan="1"> <ul> <li>Option linked to the subscription object, useful if you do recurrent invoicing.</li> <li>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.</li> <li>Please find here an article on that topic : <a href="/articles/en_US/Knowledge/abonnements-proratisation-automatique" target="_blank" rel="noopener">Subscriptions - automatic prorating</a></li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>Regularize chronology issues</b></td> <td colspan="1" rowspan="1">Checkbox</td> <td colspan="1" rowspan="1"> <ul> <li>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).</li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>Billing Regularization</b></td> <td colspan="1" rowspan="1">Checkbox</td> <td colspan="1" rowspan="1"> <ul> <li>Option linked to the subscription, useful if you do recurrent invoicing. </li> <li>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.</li> <li>Please see this article to learn more: <a href="/articles/en_US/Knowledge/abonnements-la-regularisation-de-la-facturation" target="_blank" rel="noopener">Subscriptions - Billing regularization</a></li> </ul> </td> </tr></tbody></table></editor360-custom-block>

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-3UESOE48.png?sv=2026-02-06&spr=https&st=2026-10-27T22%3A52%3A37Z&se=2026-10-27T23%3A52%3A37Z&sr=c&sp=r&sig=xL0wH6iIdPCsONkrS%2FPK40hrpuTJrLdt4nelV6QCn%2B4%3D)

### Templates

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-D5258G1J.png?sv=2026-02-06&spr=https&st=2026-10-27T22%3A52%3A37Z&se=2026-10-27T23%3A52%3A37Z&sr=c&sp=r&sig=xL0wH6iIdPCsONkrS%2FPK40hrpuTJrLdt4nelV6QCn%2B4%3D)

<editor360-custom-block data-preprocessing="true" data-sanitizationtags="b"><table border="0" style="width:850px;"><tbody> <tr> <td colspan="1" rowspan="1"> <p><b>Default Invoice Template</b></p> </td> <td colspan="1" rowspan="1"> <table> <tbody> <tr> <td colspan="1" rowspan="1">Lookup(Template)</td> </tr> </tbody> </table> </td> <td colspan="1" rowspan="1"> <ul> <li>In Frisbii, you can create your own PDF invoice template(s) or use one of the suggested templates.</li> <li>Once chosen, the template will be used by default. <br>Please find here link to the relevant section: <a data-lightning-target="_blank" href="/articles/en_US/Knowledge/pdf-template-create-your-own-pdf-template" target="_blank" rel="noopener">PDF template - Create your own PDF template</a> </li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"> <p><b>Default Quotation Template</b></p> </td> <td colspan="1" rowspan="1"> <p>Lookup(Template)</p> </td> <td colspan="1" rowspan="1"> <ul> <li>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.</li> <li>Once chosen, the template will be the one used by default.</li> </ul> <div style="margin-left:40px;">Please find here link to the relevant section: <a data-lightning-target="_blank" href="/articles/en_US/Knowledge/pdf-template-create-your-own-pdf-template" target="_blank" rel="noopener">PDF template - Create your own PDF template</a></div> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>Default Subscription Template</b></td> <td colspan="1" rowspan="1">Lookup(Template)</td> <td colspan="1" rowspan="1"> <ul> <li>If you are using the Subscription object (Frisbii object), you can also create your own PDF template(s) for the Subscription(s).</li> <li>Once chosen, the template will be used by default. </li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"> <p><b>Default Bank Details</b></p> </td> <td colspan="1" rowspan="1"> <p>Lookup(Bank Details)</p> </td> <td colspan="1" rowspan="1"> <ul> <li>On the same corporate name you can register several bank details : <a href="/articles/en_US/Knowledge/corporate-names-bank-details-configuration" target="_blank" rel="noopener">Corporate Names - Bank details configuration</a></li> <li>You can then choose which one you will use by default.</li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>Display the account number</b></td> <td colspan="1" rowspan="1">Checkbox</td> <td colspan="1" rowspan="1"> <ul> <li>Check this box if you want to display the account number (AccountNumber) that is linked to your invoice on your invoice PDF.</li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>Display the account owner</b></td> <td colspan="1" rowspan="1">Checkbox</td> <td colspan="1" rowspan="1"> <ul> <li>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.</li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>Display the opportunity owner</b></td> <td colspan="1" rowspan="1">Checkbox</td> <td colspan="1" rowspan="1"> <ul> <li>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.</li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>Display the payment schedule</b></td> <td colspan="1" rowspan="1">Checkbox</td> <td colspan="1" rowspan="1"> <ul> <li>Check this box, if you want to display the payment schedule that is linked to your invoice on your invoice PDF.</li> </ul> </td> </tr></tbody></table></editor360-custom-block>

#### Additional information

<editor360-custom-block data-preprocessing="true" data-sanitizationtags="b"><table border="0" style="width:850px;"><tbody> <tr> <td colspan="1" rowspan="1"> <p><b>Penalties for late payment*</b> </p> </td> <td colspan="1" rowspan="1">Long Text Area(32768) </td> <td colspan="1" rowspan="1"> <ul> <li> If you need, you can specify the penalties for late payment, which will be included in the additional terms of the invoice PDF. </li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>Discount conditions</b></td> <td colspan="1" rowspan="1">Long Text Area(32768) </td> <td colspan="1" rowspan="1"> <ul> <li>Fill in with the discount conditions in case of payment in advance</li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>Legal notice</b></td> <td colspan="1" rowspan="1">Formula (text)</td> <td colspan="1" rowspan="1"> <ul> <li>The legal notice is displayed on the PDF invoice and automatically constituted by the values of different fields</li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>Quotation Terms</b></td> <td colspan="1" rowspan="1">Long Text Area(2000)</td> <td colspan="1" rowspan="1"> <ul> <li>Displays the conditions of the quotation that you can display on the PDF of the quotations related to this Corporate Name. </li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"> <p><b>VAT mentions</b></p> </td> <td colspan="1" rowspan="1">Long Text Area(32768)</td> <td colspan="1" rowspan="1"> <ul> <li>Fill in with the relevant VAT information.</li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"> <p><b>Additional Information</b></p> </td> <td colspan="1" rowspan="1"> <p>Long Text Area(32768)</p> </td> <td colspan="1" rowspan="1"> <ul> <li>You could use this field to display additional conditions on the PDF template of the invoice/credit note. </li> </ul> </td> </tr></tbody></table></editor360-custom-block>

### Accounting

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-FIBMI11C.png?sv=2026-02-06&spr=https&st=2026-10-27T22%3A52%3A37Z&se=2026-10-27T23%3A52%3A37Z&sr=c&sp=r&sig=xL0wH6iIdPCsONkrS%2FPK40hrpuTJrLdt4nelV6QCn%2B4%3D)

<editor360-custom-block data-preprocessing="true" data-sanitizationtags="b"><table border="0"><tbody> <tr> <td colspan="1" rowspan="1"><b>Default VAT </b></td> <td colspan="1" rowspan="1">Picklist</td> <td colspan="1" rowspan="1"> <ul> <li>Select the VAT rate that will be applied for the quotations and invoices linked to the corporate name.</li> <li>Refers to the set of global values (Trailhead Unit : <a href="https://trailhead.salesforce.com/en/content/learn/modules/picklist_admin/picklist_admin_global" target="_blank" rel="noopener">Share Values with Global Value Sets</a> )</li> <li>Note: the VAT rate can be entered at several levels.</li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>Chart of Accounts</b></td> <td colspan="1" rowspan="1">Lookup<br>(Chart of Accounts)</td> <td colspan="1" rowspan="1"> <ul> <li>Reference to the chart of accounts, associated with the accounting accounts. </li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>Sales Journal Code</b></td> <td colspan="1" rowspan="1">Text (255)</td> <td colspan="1" rowspan="1"> <ul> <li>The sales journal is an accounting book that contains all the accounting entries of a company relating to sales made. </li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>VAT account</b></td> <td colspan="1" rowspan="1">Lookup<br>(Accounting Account)</td> <td colspan="1" rowspan="1"> <ul> <li>Use this field reference to link the VAT account to the corporate name. </li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>Analytics 1/ 2</b></td> <td colspan="1" rowspan="1">Text (255)</td> <td colspan="1" rowspan="1"> <ul> <li>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.</li> <li>E.g.: On the Corporate Name you can fill in 'Subsidiary', to make a distinction with the head office.</li> </ul> </td> </tr></tbody></table></editor360-custom-block>

### Options

#### ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-JDCWQZSR.png?sv=2026-02-06&spr=https&st=2026-10-27T22%3A52%3A37Z&se=2026-10-27T23%3A52%3A37Z&sr=c&sp=r&sig=xL0wH6iIdPCsONkrS%2FPK40hrpuTJrLdt4nelV6QCn%2B4%3D) Fields that require further explanation:

| **Detect Accounting Data** | Checkbox | - Option to automatically insert accounting data on opportunities, quotations, subscriptions and invoices - The opportunity, quotation, subscription and invoice records are linked to the account and corporate name. Thanks to this information, accounting data can be determined and applied automatically to the record to facilitate the user's input. - Please find more information in this article : [Accounting data - Use cases](/articles/en_US/Knowledge/les-donnees-comptables-use-cases) |
| --- | --- | --- |
| **Force Accounting Data** | Checkbox | Apply accounting data information to associated records: - *None*: in no case - *When creating accounting data* - *When modifying accounting data* - *Always*: in both cases |
| **Detect Product Rules** | Checkbox | - Check this box if you have set up product configurations: option allowing you to automatically fill in product rules on invoice lines. - A product rule is applied if it belongs to the same product configuration as the invoice. - Please find more information in this article : [Product configurations and product rules - Explanations](/articles/en_US/Knowledge/configurations-produits-et-regles-produits-explications) |
| **Enable Automatic Payments** | Checkbox | - The creation of an invoice record leads to the automatic creation of a payment initialized with the information contained on the invoice. - Option allowing the automatic generation of provisional payments from the invoices. - Please find more information in this article : [Payments - Automatic payments](/articles/en_US/Knowledge/Reglements-les-reglements-automatiques) |
| **Enable Periodic Distributions** | Checkbox | - Check this box if you dispose the Periodic Distributions feature license (paid license). - This allows you to distribute invoice line amounts on a month-to-month basis and to account for deferred revenue. |
| **Enable Book Entries** | Checkbox | - Check this box if you have the license for the [Feature license: Sales ledger entries](/articles/en_US/Knowledge/Licence-de-fonctionnalite-Ecritures-Comptables-de-Vente) - Option allowing the generation of accounting entries from issued invoices. - Please find more information in this article : [Sales ledger entries - Use cases & conditions](/articles/en_US/Knowledge/Les-ecritures-comptable-de-vente-use-cases-conditions) |

#### Fields to be added on the page layout if needed

If you want to add fields in this page, please follow the steps here: [User interface - The new dynamic page layouts and how to change them from Summer '21](/articles/en_US/Knowledge/User-interface-new-dynamic-page-layouts-and-how-to-change-them-from-Summer-21)

<editor360-custom-block data-preprocessing="true" data-sanitizationtags="b"><table border="0" style="width:850px;"><tbody> <tr> <td colspan="1" rowspan="1"><b>Cash Discount Expense Account</b></td> <td colspan="1" rowspan="1">Lookup<br>(Accounting Account)</td> <td colspan="1" rowspan="1"> <ul> <li>Discounts granted are financial reductions that arise from advance payment.</li> <li>Use this field reference to link the account for cash discount expenses to the corporate name.</li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>SEPA ICS (France Only)</b></td> <td colspan="1" rowspan="1">Text(255) (Unique Case Sensitive)</td> <td colspan="1" rowspan="1"> <ul> <li>The SEPA Creditor Identifier (ICS) is a set of 13 characters that anyone who wishes to set up a direct debit must have.</li> <li>With the new SEPA standard, the creditor receives a direct debit authorization from the debtor.</li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>Change Order Template</b></td> <td colspan="1" rowspan="1">Lookup (Template)</td> <td colspan="1" rowspan="1"> <ul> <li>You can create your PDF template(s) for change orders.</li> <li>Once set up on the Corporate Name, the template will be used by default.</li> </ul> </td> </tr> <tr> <td colspan="1" rowspan="1"><b>Language</b></td> <td colspan="1" rowspan="1">Picklist</td> <td colspan="1" rowspan="1"> <ul> <li>By putting this tag language <b>language="{!sofactoapp__Factures_Client__c.sofactoapp__emetteur_facture__r.sofactoapp__Langue__c}"</b> 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.</li> <li><b>Beware: </b>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. </li> </ul> </td> </tr></tbody></table></editor360-custom-block>

#### The logo

Once you have updated all the fields in Corporate Name, you will be able to upload the logo.

**Please note**: To ensure good image quality, please upload a .png file that is approximately 300px wide. The image resolution must be high enough to ensure optimal display on the PDF when viewed on screen and when printed.

**Steps**

<editor360-custom-block data-preprocessing="true" data-sanitizationtags="b"><ol data-block-id="mf6k3xdu-zlhn1q-088" start="1"><li data-block-id="mf6k3xdu-z39qlw-089">Go to the <b>Corporate Name</b> tab.</li> <li>At the top right among the buttons, you will find the <b>Load Logo</b> button.</li><li>Click on it to select the image file.</li><li>Save.</li><li>The logo will then be displayed in the Corporate Name tab!</li></ol></editor360-custom-block>

#### Multi-Company Management

With Frisbii, you can invoice from different legal entities within the same organization.

This management of multiple issuing companies is suitable when you have subsidiaries in the same country or in different countries. Each company operates independently, according to the parameters you have specified for the object.

Contact our [Customer Success](mailto:customer-success@frisbii.com) team to find out how to activate this feature.