This release note allows you to discover the new features of this version, to understand their interests and to know how to implement them.
What is a Frisbii Release Note
A release note covers all the new features in a new version of Frisbii: functionalities, 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 enhancements and new features that are being introduced.
How is the update done
The new version is available upon request, depending on our availability. If you are interested in this new version, please open a request on our support community (voir Create a case ) by requesting the update.
In order for the upgrade to take place in the best conditions :
Check out the impact of the change by reading this article : List of features by version by comparing with your current version,
Do some tests taking into account the instructions in this article: Upgrade - Testing your environment following the Frisbii release upgrade
Key feature
Here are the major new features you will find in Winter '23.
VAT exemption
For whom
For all Frisbii Finance or Administrator users.
Why
There are several reasons for invoicing without VAT, including the nature of the business, deliveries within the EU in certain cases, exports outside the EU, etc. Legally, you are required to display the correct information on the PDF versions of your quotes and invoices.
Frisbii allows you to manage the following reasons for exemption:
Basic VAT exemption : concerns auto-entrepreneurs, micro-enterprises and associations.
Reverse charge of VAT : concerns subcontractors in the construction industry, certain services within the EU (medical and paramedical services, etc.).
Self-billing : concerns a purchaser of goods or services who issues the invoice in place of the supplier or service provider.
Intra-community deliveries : concerns sales of goods to a member country of the European Union, other than France.
Reverse charge of VAT : concerns subcontractors in the construction industry, certain services within the EU (medical and paramedical services, etc.).
Exports outside the EU : concerns exports of goods and services from France to a third country, outside the EU.
How
Since Winter ‘23, Frisbii offers you the management of the 0% VAT:
from the Company name to assign all your Opportunities, Offers, Subscriptions and Invoices,
the lines of these objects in order to manage the VAT rate by product,
as well as the display of the mentions according to your choice on the Offer and Invoice PDF.
Here is an article that explains how it works in detail : VAT exemption.