Tracking the status of your e-invoices shouldn't require building your own Salesforce reports. Frisbii provides a ready-to-use folder of preconfigured reports so you can manage your invoicing and quickly spot anomalies.
The "Frisbii e-invoice" report folder
A dedicated folder, named Frisbii e-invoice, brings together all the reports described below. It lets you track your e-invoicing activity without any extra navigation or prior setup.
Available reports
Report | What it shows | What it's for |
|---|---|---|
Rejected invoices | The list of invoices whose submission is in a rejected state: Rejected (refused by the customer, or refused by the Accredited Platform due to a missing mandatory field), In dispute (disagreement between the customer and the issuer over the invoice content), Suspended (awaiting supporting documents or information before approval). | Quickly identify invoices that need action on your part. |
Invoices with submission errors | The list of invoices whose Submission status is in error. | Spot submissions that have technically failed, so you can correct and resubmit them. |
Invoices by lifecycle status | An overview of your invoices, broken down by status — with the number of invoices per status (e.g., x invoices Submitted, y Accepted…) and their respective percentage. | Get a global snapshot of your e-invoicing activity at a glance. |
Note
The "Rejected invoices" report and the "Invoices with submission errors" report cover two different issues: the first concerns rejections by the customer or platform after a successful submission, the second concerns a technical failure of the submission itself.
By default, these reports only display invoices from the last 90 days, to avoid unnecessarily overloading the view. Since these are standard Salesforce reports, provided as a starting point, you can of course adjust the filters, time period, or columns to suit your needs.