Getting Started
Welcome to the SAFE Billing Platform. This guide takes you from first login to your first customer and number. Most people are up and running within the hour.
Your First Day
Section titled “Your First Day”Follow these steps in order to get started.
1. Log in and secure your account
Section titled “1. Log in and secure your account”Set up your password and two-factor authentication. You’ll need these before you can do anything else.
2. Learn the interface
Section titled “2. Learn the interface”Get to know the main menu, page layout and navigation. This makes everything else faster.
→ Introduction to the SAFE Billing Platform
3. Add your first customer
Section titled “3. Add your first customer”Create a customer account and set up something to bill them for. This is the core of what the platform does.
4. Set up default values
Section titled “4. Set up default values”Save your common settings so you spend less time on repetitive data entry for future customers.
When You’re Ready
Section titled “When You’re Ready”Once you’re comfortable with the basics, explore these features.
Expert Mode gives you access to advanced fields and operations. Your administrator controls which level you can use, and higher levels require two-factor authentication.
Actions are how you perform most operations on the platform. Dropping a customer, reinstating a number or generating payment links: these all use the Actions menu rather than direct editing.
Explore Further
Section titled “Explore Further”- Customer Management:Full details on customers, numbers, services and features
- Billing and Invoicing:Run bills, review invoices and manage transactions
- Payments:Track payments, direct debits and account balances
- Pricing and Tariffs:Set up tariffs, call plans and charge bands
- API Reference:For developers integrating with the platform