Field dictionary

Definition

Object	Description
Payment	It is the act of settling a debt. In Frisbii, payment is related to the payment of invoices.

The fields of this object

Here is a list of fields by section.

Payment details

Amount	Currency(16, 2)	If the payment is created from an invoice, the total including VAT of the invoice is automatically included.
Invoice	Master - Détails (Invoice)	Displays the invoice linked to the payment. Allows you to go to this invoice.
Date	Date	Date of creation of the regulation.
Client	Formula (Text)	Name of the account linked to the invoice, if the payment is created from an invoice.
Payment Method	Picklist	The agreed means to pay the invoices. Available values: Bank transfer Cheque Direct debit Credit card Bill of exchange Promissory note Credit note You can add values to the list if necessary. Beware: This picklist is displayed on several objects (Invoice/ Subscription/ Opportunity/ Quotation).
Cash Flow	Lookup (Cash Flow)	Payment is the lettering on an invoice of a customer's payment. This payment is recorded in a cash flow. Displays the Cash Flow related to the settlement. Allows you to go to this Cash Flow.
Payment Period Start Date	Date	Indicates: the start date of the payment if it is part of a payment schedule with automatically generated periodicity (Automatic Payments enabled). or the start date of the credit note if it is a payment generated when creating a credit note applied to an invoice (Apportionment).
Pending	Checkbox	Indicates that this payment is pending. This box is checked automatically if the payment is created using the Automatic Payments feature. If the payment is created manually, and the Pending box is checked, this payment is deleted by the Automatic Payments feature, which updates pending payments.
Payment Period End Date	Date	Indicates: the end date of the payment if it is part of a payment schedule with automatically generated periodicity (Automatic Payments enabled). or the end date of the credit note if it is a payment generated when creating a credit note applied to an invoice (Apportionment).
Payment due	Checkbox	If you want to avoid the modification of a manually created payment by the Automatic Payments feature, you can check this box. The payment will not be modified by the changes applied to the other payment(s).
To be refunded?	Formula (Checkbox)	Indicates whether this payment should be refunded. Automatically checked if: The invoice was created from a Subscription, The Effective Date of interruption is indicated on the Subscription, The payment is not pending, The Start date is after the Effective Date of interruption
To be cancelled?	Formula (Checkbox)	Indicates whether this payment should be cancelled. Automatically checked if: The invoice was created from a Subscription, The Effective Date of interruption is indicated on the Subscription, The payment is pending, The Start date is after the Effective Date of interruption
Start	Formula (Date)	Indicates the start of the payment. If the payment is part of a payment schedule, the Payment Period Start Date field is filled, If the payment is not part of a payment schedule, the Creation Date of the payment is filled.
End	Formula (Date)	Indicates the end of the payment. If the payment is part of a payment schedule, the Payment Period End Date field is filled, If the payment is not part of a payment schedule, the Creation Date of the payment is filled.
Comment	Textarea (255)	Allows you to add a comment to the payment. This comment can be displayed in the payment schedule on the PDF of the invoice.

Credit note

Credit Note	Lookup (Invoice)	Displays the credit note related to the payment. Allows you to go to this credit note.
Apportionment?	Formula (Checkbox)	Checked if a credit note is linked to the payment.

Additional fields

Age	Formula (Number)	Indicates the number of days between the creation date of the payment and the due date of the invoice.
Label	Formula (Text)	Allows you to add a label to the payment. This label can be displayed in the payment schedule on the PDF of the invoice.
Payment name	Auto Number	Like the invoice name, this number is automatically filled in when the payment is created. Displayed by default in the button bar at the top of a payment record.
External ID	Text (255) (External ID) (Unique Case Sensitive)	If the payment is associated with a record in a third party system, you can enter the external ID of that record in this field.

Frisbii API package extension fields

These fields are only available if our Support team has set you up with the Frisbii API extension package in order to use Stripe or Frisbii Pay payment methods.

Payment URL

Text area

Entered by Stripe or Frisbii Pay
PDF Templates

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