Release Note - Summer '23

The release note allows you to discover what's new in this version, to understand its benefits and to find out how to implement it.

What is a Frisbii Release Note?

A release note covers everything that's new in a new version of Frisbii: features, bug fixes, improvements to the user experience and updates to our knowledge base.

This release note is intended for all users of the Frisbii application and, more specifically, for administrators of the Salesforce org on which it is installed.

We update our release notes as soon as possible, after each new version of the Frisbii application. Our Release Notes provide brief descriptions of the improvements and new features we've introduced.

How is the update performed?

The new version is available on request, subject to availability. If you are interested in this new version, please open a query on our support community (see Creating a request) requesting the update.

To ensure that the update runs smoothly :

Check out the impact of the change by reading this article:
- Feature lists by version comparing with your current version,
Perform tests according to the instructions in this article:
- Testing your environment after updating Frisbii.

Flagship feature

Here are the major new features you'll find in Summer '23.

Integration of Frisbii Pay

For whom
For all Frisbii Finance or Administrator users.

Why
The introduction of the new Frisbii Pay payment method allows you to add a payment link to your invoice template, so that your customers can pay invoices with their credit card or via SEPA transfer.
This will make the checkout process easier for you and your customers, and reduce missed payments.

How to
The integration of Frisbii Pay is described in this installation guide. Next, the payment method list will include the new value Frisbii Pay One-Shot.
Depending on the configuration of your current invoice template, you can choose how you wish to integrate payment links on your invoice PDF templates.

What's included:

Payment link, from a draft invoice record.
Payment link available on your PDF template and/or emailed to the customer.
Compatibility with payment schedule (one payment link per claim)
Automatic and instantaneous bank reconciliation
Reimbursement of credit card invoices used

Corrections and improvements to the application

Identical addresses on the accounts.
Since Summer '23 you'll find a new checkbox in the Frisbii Administration tab Default checkbox Identical addresses on all accounts.
With this checkbox, the Identical Addresses field can be checked on all accounts where the Shipping Address is empty and the Identical Addresses checkbox is unchecked. This prevents you from displaying the same address twice on your invoice PDFs.

Activate consumption-based billing

Consumption-based billing automation was automatically triggered
from a won Opportunity between versions 3.225 and 3.249.
From Summer '23 onwards, you must check the box Enable consumption-based billing
from the corporate name to benefit from this feature.

Here's the article for more details: Invoices - Consumption-based billing.

Partially bill an opportunity (in automation)

Are you already familiar with detailed billing , which allows you to bill for part of an opportunity manually? The new checkbox Omit from invoice present on the opportunity product will allow you to exclude it for invoicing. If the box is checked, the generated invoice will not retrieve this opportunity product. This also applies to
manual billing.

Add VAT exemption picklist from Product Rules

From Summer '23 onwards, you can add the VAT exemption field to your Lightning page of the Product Rule object. This extends the Winter '23 functionality from where VAT exemption reasons are available from invoice lines, offer items, subscription items and opportunity products.

Here's the article for more details: Accounting - VAT exemption.