SAFE Billing Platform Documentation

Welcome to the documentation for the SAFE Billing Platform. Here you’ll find guides for managing customers, running billing, handling payments, and connecting with third-party services.

New to the platform?

Start here if you’re setting up or using the platform for the first time:

• Introduction to the SAFE Billing Platform: what the platform does and how it fits together
• Accessing the Platform: how to log in and find your way around
• Managing Defaults: set up your default settings before you begin

See the full Getting Started section for more.

Documentation sections

Day-to-day operations

• Customer Management:manage customer accounts, services, numbers, and features
• Billing & Invoicing:run billing cycles, produce invoices, and handle transactions
• Payments:collect, process, and allocate payments including direct debits and card payments
• Support & Ticketing:track and resolve customer enquiries and issues

Setup and configuration

• Pricing & Tariffs:set up call tariffs, fixed fees, discount plans, and VAT rules
• Telecommunications:manage call processing, number types, and telephony services
• Carrier Management:configure carriers and handle wholesale billing
• System Administration:manage users, permissions, and system settings

Integrations and connections

• Integrations:connect with Xero, GoCardless, Stripe, and other external services
• API Reference:RESTful API for developers, covering endpoints, webhooks, and authentication

Reporting

• Reports & Analytics:generate business reports and track key performance indicators

For developers

The API Reference covers everything you need to connect your systems to the platform. You’ll find details on authentication, available endpoints, request and response formats, and webhook setup for real-time notifications.

Need help?

• Browse the FAQ for answers to common questions
• Contact us if you need further support
• Visit billingplatform.uk for an overview of the platform, features, and pricing