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SAFE Billing Platform
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Getting Started
Overview
Accessing the Platform
Introduction to the SAFE Billing Platform
Your First Customer
Managing Default Values
Expert Mode
Actions
Customer Management
Overview
Customers
Contacts
Customer Communication
Overview
Correspondence
Bulk Correspondence
Notes
Emailing Customers
Numbers
Services
Features
Overview
Standard Features
Feature Discount Schemes
Searches
Overview
SmartSearch
QuickSearch
Customer Products
Billing & Invoicing
Overview
Invoices
Invoice Usage Reports
Non-Usage Charges
Billing Run
Overview
Enter Customers
Enter Payments
Supply Files
Billing Errors
Pre-Billing Report
Request Bills
Post-Billing Report
Email Bills
Payment Runs
Transactions
Billing Tasks
Payments
Overview
Working with Payments
Expected Payments
Direct Debit Accounts
Payment Cards
Auto Top-up Profiles
Payment Types and Records
Pricing & Tariffs
Overview
Call Tariffs
Discount Plans
Fixed Fee Tariffs
Price Increases
Tariff and Discount Detail Records
Telecommunications
Overview
Call Management
Carriers
Overview
Carrier Call Types
Carrier Transactions
Carrier Transaction Types
Carrier Tariffs
Wholesale Billing Periods
Call and CDR Configuration
Support & Ticketing
Overview
Ticket Management
Ticket Configuration
TODO System Administration
Overview
Auto-TODO Rules
System Administration
Overview
User Management
Overview
Account Access Assistance
User Groups
Transaction Types
Feature Types
Billing Configuration
Customer Classes
MyAccount Profiles
Customer Configuration
Disaster Recovery Files
Number, Service and Feature Status Lists
Commission Profiles
User Activity Configuration
Platform Parameters and File Storage
Integrations
Overview
Companies House
Accounting Integrations
Overview
Xero
Overview
Initial Setup
Ongoing Tasks
Troubleshooting
Xero Tasks
Payment Integrations
Overview
GoCardless
Overview
Initial Setup
Using GoCardless
Stripe
Overview
Initial Setup
Using Stripe
Bulk Operations
Overview
Bulk Import Files
Reports & Analytics
Overview
Using Reports
Invoices Report
Outstanding Report
Payments Report
Transactions Report
Call Costs Report
Missed Calls Report
No Call Since Report
Service Charges Report
Prepaid Balance Report
Customer Credit Limits
Number Credit Limits
Discount Plan Usage
Number Sales Report
Service Sales Report
Customers Report
Customer Contacts Report
Customer List Report
Number List Report
Commission Report
Commission Targets Report
Carrier Transaction Allocations
Carrier Transactions Report
KPI Module
Overview
Available KPIs
Overview
Customer KPIs
Number KPIs
Feature KPIs
Invoice KPIs
API Reference
Overview
Endpoints
Overview
Ping
Customers
Customer Classes
Customer Contacts
Numbers
Services
Customer Products
Features
Standard Features
Feature Discount Schemes
Feature Types
Tariff Rates
Fixed Fee Tariff Rates
Billing Runs
Tariffs
Fixed Fee Tariffs
Wholesale Billing Periods
Invoices
Correspondence
Invoice Usage Report Profiles
Transactions
Transaction Types
Calls
Deleted Calls
Payments
Direct Debit Accounts
Direct Debit Runs
Payment Cards
Direct Debit Payments
Billing Tasks
Expected Payments
Expected Payment Types
Payment Card Runs
Payment Card Payments
Payment Parts
Disaster Recovery Files
Auto Top-up Profiles
Payment Types
Discount Plans
Carrier Tariffs
Discount Plan Allowances
Discount Plan Allowance Usage
Tickets
Ticket Activities
TODOs
TODO Activities
TODO Auto Rules
Notes
Sent Emails
Email Addresses
MyAccount Profiles
Carriers
Carrier Call Types
Carrier Transactions
Carrier Transaction Types
Commission Profiles
CDR Files
Users
User Groups
Bulk Import Files
Xero Tasks
User Activity Log
Webhooks
Appendices
Overview
Recommended Software
Changelog
Frequently Asked Questions
Got Any Questions
User Guide
Overview
Managing Customers
Managing TODOs
Working with Auto-Generated TODOs
Using the Working List
Managing Email Addresses
Managing Numbers
Managing Services
Managing Features
Managing Tariffs
CDR Processing
Emailing Customers
Correspondence
Managing Annual Price Increases
Applying Credits and Refunds
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User Guide
Managing Customers
Managing TODOs
Working with Auto-Generated TODOs
Using the Working List
Managing Email Addresses
Managing Numbers
Managing Services
Managing Features
Managing Tariffs
CDR Processing
Emailing Customers
Correspondence
Managing Annual Price Increases
Applying Credits and Refunds