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SAFE Billing PlatformDocs

Changelog

Use this page to find new and updated guidance by audience. Entries are listed newest first.

July 2026

Added
  • Billing teams: New Price lock dates section covering how customers, numbers, services and features can be held on the rates that applied on a chosen date, per tariff class or across the board, including forward-dating a lock to move customers onto new pricing during a notice period.
  • Billing teams: New Early termination charges section covering the Apply Early Termination Charge and Early Termination Charge To controls on the Drop and Final Bill forms, when a charge arises from a minimum or committed term, and reversing one on reinstatement.
  • Billing teams: Documented invoice approval value limits, including separate limits for invoices, credit notes and debit notes, and how automated billing holds larger invoices for manual approval.
  • Support admins: New Customer Segment field, with the matching filter on the Customers Report.
  • Billing teams: Documented customer lifecycle actions in bulk - drop, reinstate, final bill and debt or credit write-off - and editing inherited and calculated values through Bulk Update, including indexed tariff, discount plan and price lock fields.
  • Support admins: New Who can prepare and who can apply section covering the split between preparing a bulk file and applying it, the Intern and Standard expert levels, and the Apply (Platform) and Apply (Rules) permissions.
  • Billing teams: Documented launching annual increases from the tariff lists and the Tariff Class column for carrier files with duplicate tariff names.
  • Support admins / Billing teams: New AI Assistants (MCP) integration section covering connecting Claude, ChatGPT or another MCP-capable assistant to the platform: initial setup with per-user login and 2FA approval, what each permission category grants, and using and revoking connections. Early access, enabled per platform on request.
  • API integrators: Documented the new generic list filtering (f[field][operator]=value with min/max/in/null/contains and parent-customer scoping) and sorting (orderBy=field.desc) parameters on the REST API.
  • Billing teams / API integrators: New KPI categories for payments received, Direct Debit and card collections and debt ageing, growth and churn series on the customer, number and feature KPIs, and the new groupBy, interval and measures parameters for flexible grouping on every KPI category.
  • Support admins / Billing teams: New Bulk Actions section covering the Expert Mode bulk facility: running named actions (drop, reinstate, suspend, make billable, recalculate and re-bill) across numbers, services and features, bulk approving invoices and reversing payments, the test-then-apply lifecycle, live progress, and the per-row audit trail.
  • Support admins: New Bulk Edit and Bulk Add page covering the CSV workflow for editing and creating records in bulk, including the pre-filled edit export, blank add templates, revision checking, rename columns, multi-choice fields, and per-row Update Reason and Update Details columns.
  • Billing teams: New Bulk Update and Bulk Action Lists page covering third-party and multi-customer files: automatic header recognition, name matching through the customer hierarchy, the generation log and skip report, saved rulesets, and running named actions over uploaded lists.
  • Billing teams: New Update Rules Reference documenting the full YAML rules language for awkward files, written so an AI assistant can author rules from it, with a plain-Markdown version to fetch or download for your assistant.
  • Billing teams: Annual price increases on tariffs, fixed fee tariffs and standard features can now run in bulk over an uploaded list via the New Bulk Action flow.
  • Telecom teams: New CDR Processing Rules page covering how each carrier’s file format is described: file recognition and safety holds, column mapping, call-leg fan-out, direction logic, and the YAML rules language shared with Bulk Update.
  • Billing teams: New Bulk Rate Updates page covering bulk edit and add of call tariff and fixed fee tariff rates from the tariff page: effective and direct-only rate sheets, based-upon overrides stored as minimal deltas, crystallising rates via Bulk Add, dated rate versions from pre-filled add templates, and processing carrier rate files through Bulk Update with call-type alias matching and optional tariff creation.
  • Billing teams / Telecom teams: The update rules language gains date comparisons (before, after, onOrBefore, onOrAfter, anchored to the file’s upload date), inclusive numeric bounds (atLeast, atMost), suffix matching, noneOf: condition groups, warn rules that flag rows for review without skipping them, and the pad and dateAdjust transforms.
Deprecated
  • Support admins: Bulk Import Files is superseded by Bulk Actions for new work. Bulk Import remains available and existing workflows keep working.
Changed
  • Support admins: Rewrote the AI assistant approval screen around the granular permission categories - General Records, Pre-Sales, Credit Control, Customer Interaction, Pre-Sales Outreach, Service Lifecycle and Financial - with the read-access dependencies, and how a user’s flags, the connection’s grants and the platform MCP settings user combine.
  • Support admins: Documented batch lookups through an AI assistant (up to 100 values in one request), and the usedMCP flag on the user activity log.
  • Billing teams: Reworked the call tariff Scope Options for the cumulative Apply To tiers (costs, surcharges, connections, minimum cost, price rounding), the Direct rates only default versus all effective rates, and the Any of / None of call type filters for applying different increases to two halves of a tariff.
  • Credit control: Documented the bulk correspondence prerequisite checks and the seven-day duplicate warning that leaves recently contacted customers unticked.
  • Billing teams: Updated Payment Runs for the Manual Direct Debit Collection Required step, which now counts customer accounts that automatic collection cannot attempt, and collects once per customer and payment method. Billing run pages now refresh their own progress while a run is in flight.
  • Support admins: Documented the rendered email body tab on correspondence types, and added the Correspondence Archived status.
  • Support admins: Noted that future cancellation notice dates require Expert Mode.
  • Billing teams: Reworked Billing Errors for the new single Apply Changes workflow (per-row, colour-coded bill/delete/ignore/add controls applied in one pass), CSV export of every summary table, the Billable calls only filter, a searchable customer selector for adding numbers, cost columns on the charge band reports, and improved charge band allocation and Add New Call Type. Documented the on-demand Apply Discount Plans and Update Call Transactions actions on the billing run.

June 2026

Added
Deprecated

May 2026

Added
  • Billing teams / API integrators: Dated rates on call tariffs and fixed fee tariffs, with Start Date and End Date on individual rates so price changes can be staged ahead of time. A new optional Effective Date on the Apply Increase and Create Increased Version actions schedules a percentage increase for a future day. A new Expert Mode action, Recalculate Calls From Start Date, re-rates already-rated calls when a back-dated rate is added to a retail tariff. For fixed fee tariffs, dated rates are also the route to apply a mid-cycle change so the platform pro-rates old and new prices across the billing period.
  • Support admins: New Companies House integration page covering Companies House account signup, REST API key generation in the Live environment, and entering the key under Advanced > Companies House. Out of the box, the platform uses a shared default key to run the initial Companies House lookup the first time a customer is put into a class with the Check Companies House flag set. Configuring your own key takes over from the shared key for all Companies House traffic and enables periodic background refresh of UK Limited and UK PLC customer profiles, so the data stays current as Companies House records change.

April 2026

Added
  • Support admins: New Customer Classes page in System Administration covering the shipped classes, the personal vs company distinction, Companies House profile auto-population, PECR confidentiality for itemised bills and traffic data (with links to ICO guidance), and the per-contact attachment-preference route. Consent is now recorded on the customer record through the new GDPR & PECR Consent Given flag rather than through duplicate class variants. See GDPR and PECR Consent on Customers for the paper-trail workflow using the Update Reason and Update Details fields.
  • Support admins: New Suspend and Unsuspend actions for customers, numbers, services, and features. Suspended statuses suppress recurring charge generation while usage charges continue to apply. Unsuspending back-fills missed recurring charges.
  • Support admins: New Make Non-Billable and Make Billable actions for customers, numbers, services, and features. Switch between billable and non-billable statuses without changing active or suspended state.
  • API integrators: New suspend, unsuspend, makeNonBillable, and makeBillable actions on Customers, Numbers, Services, and Features API endpoints.
  • Support admins: New Transaction Types and Feature Types pages in System Administration covering the configuration objects that drive invoice grouping, accounting codes, feature defaults and contract terms. Cross-linked from Fixed Fee Tariffs and Transactions.
  • API integrators: New Transaction Types and Feature Types API endpoint reference pages with full field tables, including the one-off and recurring transaction type defaults on feature types.
  • Billing teams: New Applying Credits and Refunds user guide covering all three approaches, refunding a billed charge, adding a goodwill credit or manual adjustment, and recording money back to a customer, with a decision table to help choose the right method.
  • Billing teams: Expanded Working with Payments with a dedicated Recording a Payment Refund section, worked example for negative-amount payments, and improved page structure throughout.

March 2026

Added
  • Billing teams: New Correcting Charges on an Already-Invoiced Period guide covering all four approaches (delta adjustment, replace with credit, add with external credit note, unapprove and correct) with step-by-step instructions and a decision table.
  • Billing teams: New Add New Charges mode on the Change Recurring Charge action, allowing new charges to be added without removing or refunding existing ones. Designed for use when a credit note is being raised outside the platform to cover the old charges.
  • API integrators: New chargeChangeMode: add value on the changeRecurringCharge action, alongside the existing replace and delta options.
  • Billing teams: New Collect Payment action on invoices for on-demand payment collection via direct debit or card (Expert Mode).
  • Billing teams: New Collecting a Specific Invoice quick-reference for choosing between on-delivery, Collect Payment, and Instant Bank Pay.
  • Billing teams: New Common Tasks section on GoCardless ongoing page covering single-invoice collection, payment status checks, and failed collection handling.
  • Billing teams: New Billing Preview tab documentation covering live pre-run customer preview with projected charge breakdowns, previous invoice comparison, and projected outcome indicators.
  • All users: New Bulk Import Files guide covering upload, type/mode selection, the two-step test-then-import process, file activity tracking, supported formats, and column references for all 10 import types.
  • Billing teams: New Managing Annual Price Increases guide covering the end-to-end workflow for applying periodic price increases using the Service Charge Report’s Annual Increase format and bulk import.
  • All users: New Using Reports guide covering how to run, filter, and export reports, with guidance on filter views, output types, CSV downloads, and custom report formats.
  • Support teams: New Contacts guide covering direct and shared contacts, communication settings, and when to use contacts vs comma-separated emails.
  • Support teams: Expanded customer email addresses with comma-separated format example and contacts cross-reference.
  • Support teams: Updated Managing Multiple Addresses with guidance on comma-separated emails vs contacts.
  • Billing teams: New Direct Debit Accounts guide covering account management, payment links, manual and automated collection via GoCardless, and Instant Bank Pay.
  • Billing teams: New Payment Cards guide covering card management, payment links, manual and automated collection via Stripe, and card status management.
  • API integrators: New Direct Debit Accounts Endpoint and Payment Cards Endpoint API documentation with full field references.
  • Billing teams: New Charge Change Mode (delta mode) on the Change Recurring Charge action, allowing price changes to preserve approved invoice history by adding adjustment rows instead of replacing existing charges.
  • API integrators: New changeRecurringCharge action on the Features Endpoint with chargeChangeMode parameter supporting replace and delta modes.
  • Billing teams: New Transaction Cut-off Date option for invoices and billing runs, allowing non-call charges to be included by transaction date instead of bill date. Useful for complex billing setups and manual/ad-hoc transactions. Documented across Invoices, Billing Run, Request Bills, and Transactions.
  • API integrators: New transactionCutoffDate field on Invoices and Billing Runs API endpoints, including webhook payloads.
  • Billing teams: New Transaction Amount Mode documentation covering the per-item entry toggle for transactions with a feature count, available in enhanced mode.
  • Billing teams: New comprehensive Managing Features user guide covering the full feature lifecycle with worked examples, including a mid-month feature count increase scenario.
  • Billing teams: Expanded Change Recurring Charge action documentation with a worked example, feature count visibility note, pro-rata cross-references, and corrected From Date field description.
  • Billing teams: New bundle tariff worked example showing end-to-end setup of inclusive minutes with overage, covering tariff, discount plan, feature, and the Discount Plan Multiplier vs Feature Count distinction.
  • Billing teams: New backdating and mid-period features section covering pro-rated first charges, past start dates, and moving charges onto already-issued invoices.
  • Billing teams: New Reapply Discount Plans action documentation for recalculating allowances after invoice changes.
  • Billing teams: New adding a bundle to an existing number step-by-step guide.
  • Telecom teams: New Call Management guide covering where call records appear in the UI, combined calls vs call details views, A-leg/B-leg call concepts, admin vs customer views, unbilled calls, deleted calls, and a worked example.
  • API integrators: New Calls and Deleted Calls API endpoint documentation with full field references, query parameters, and example requests.
  • Billing teams: New per-class markup documentation covering percentage markups per call class (Inbound, National, Mobile, etc.) on customers and numbers, applied during rating when a tariff has no matching rate.
  • Billing teams: New rating priority guide showing the four-level pricing chain: tariff rate, default tariff, per-class markup, and fallback markup.
  • Billing teams: New tariff resolution chain documenting the six-step lookup order the platform uses to find a tariff for each call, from feature tariff through to default tariff.
  • Billing teams: New default tariffs section covering automatic fallback tariffs matched by carrier and number type, including requirements, matching rules, specificity ordering, and deletion restrictions.
  • Billing teams: Expanded fallback markup documentation to cover fallback settings on customers and numbers, with priority chain (tariff > number > customer).
  • Billing teams: New default fixed fee tariffs documentation covering automatic fallback tariffs, rate specificity matching, priority between multiple defaults, deletion restrictions, and a practical example. Updated the tariff lookup chain and tariff availability sections with default tariff references.
  • Telecom teams: New Events section on the Call Management page covering event-count billing, per-event rating, where events appear on invoices and call detail pages, and discount plan allowance support.

February 2026

Added
Changed

January 2026

Added
Changed

December 2025

Changed

November 2025

Added

October 2025

Changed

July 2025

Changed

June 2025

Added
Changed

August 2023

Added

July 2023

Added