This release note explains 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 all the new features present 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 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 request on our support community (see Creating a request) asking for the update.
To ensure that the update runs smoothly :
Check out the impact of the change by reading this article:
List features by version and compare with your current version,
Perform tests according to the instructions in this article:
Flagship feature
Here's the major new feature you'll find in Winter '24.
Simplify recurring bill payments with SEPA direct debit and Credit card
For whom
For all Frisbii Finance or Administrator users.
Why
Collect your recurring payments automatically.
Recurring payment is an efficient payment method, perfectly suited to the use of subscription invoices.
With direct debit, payments are made automatically on the agreed date, eliminating the need for the company to manually track payments and reminders.
The benefits are numerous:
- Reduced risk of late payment
- Automated bank reconciliation
- Reduced management costs: automating the payment process cuts manual payment management by 2/3
- Reduced risk of human error associated with manual transaction entry
Direct debits can be made via 2 channels:
- SEPA Direct Debit, by entering the company's IBAN
- Credit Card Direct Debit, by entering the company's card details
How
Frisbii generates the SEPA mandate to be sent to customers. They enter their bank details online. This payment method is associated with Subscription. On the debit date, a batch initiates debiting of the invoices concerned. Pending payment is automatically unchecked, allowing the invoice to be settled.
An error log is used to centralize invoices that have failed.
See also the article on modifying a Subscription while it is being debited.
Direct debit requires a few prerequisites, which are described in this installation guide.
As a reminder, Summer'23 introduces one-shot invoice payment, using a QR Code or a payment link on your invoice template.
This release also offers one-shot invoice payment via Paypal.
Application fixes
| ReadOnly restrictions on Standard Objects On Winter 24', restrictions for ReadOnly licenses have been added to standard objects, i.e. all Frisbii fields present on standard objects (Account, Opportunity…,) are restricted for users with ReadOnly licenses. |
Bypassing the "VAT exemption" functionality For all companies subject to VAT exemption, whose exemption conditions have been custom-developed in your Salesforce organization, when upgrading to Winter'24, it will be possible to deactivate the Frisbii VAT exemption code, so as not to conflict with your custom. |
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| Automatic sharing of PDFs stored in Files For all users who wish to access PDFs stored in Files from the object (Invoices, Quotations...), PDFs are automatically shared with all users who have access to the original Invoice record, not just the user who generated the PDF. |
