Release Note - Summer '24

In this release note, you'll find out what's new in this version, what it's all about and 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 Releases Notes provide brief descriptions of enhancements and new features.

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's the major new feature you'll find in Summer '24:

Agile invoicing with Billing milestones

For whom
For all Frisbii Finance or Administrator users who need to bill by milestone.

Why

Manage your down payments and balance invoices in Frisbii, with optimum flexibility  and in full compliance  with current  regulations .

Advantages : staggered invoicing allows you toissue partial invoices at different stages of your service (start-up, delivery, etc.).

Use case :
Cloud Kicks, a manufacturer of custom-made sports shoes, receives a major order from an international wholesaler. By mutual agreement, Cloud Kicks invoices a deposit of 30%, then upon delivery issues a Balance Invoice for the remaining 70%. 
This method enables Cloud Kicks to maintain cash flow and customer satisfaction, while allowing the wholesaler to spread costs over time.

Milestone billing is also suitable for invoicing jobsites and services…
 

How
The user experience around billing milestones in Frisbii has been enhanced to offer greater flexibility throughout the billing lifecycle.

From an Opportunity/Quotation won, bill from the " Billing milestones " button.

Your schedule will necessarily contain Invoices of the Down Payment sub-type and a Balance Invoice.

Throughout the life cycle of your Opportunity/Quotation (addition of Products, modification of quantity…), adjust the number of milestones, the percentage and the amount to be invoiced according to your needs. Frisbii dynamically recalculates the new schedule and the Remaining To Be Billed amount.

Thanks to Frisbii's built-in controls, you can avoid over- or under-invoicing an Opportunity/Quotation.

Get a clear and precise view of the schedule and remaining amounts to be invoiced on each Opportunity/Quotation.

The Balance Invoice is a final invoice summarizing the advance payments already made. Frisbii invoice templates now include a down payment history table (invoice date, amount invoiced…). and the words " Net payable " corresponding to the balance due for the service.

Application fixes