Frequently Asked Questions
Where should I start if I’m new to the SAFE Billing Platform?
Start with Getting Started. It covers the basics and walks you through setup step by step.
Why can’t I see every option shown in the documentation?
The options you see depend on your modules and permissions. If something is missing, ask your administrator to check your access.
How do I quickly find a feature or guide?
Use the Search page, or browse the main sections such as Customer Management, Billing & Invoicing, and Payments.
Do I need to read everything before using the platform?
No. Use the section that matches the task you are doing now. For example, use Pricing & Tariffs when setting charges, then Billing & Invoicing when running billing.
Which integrations are available?
The Integrations section covers supported services including Xero, GoCardless, and Stripe, with guides on how to set them up.
Are third-party integration costs included?
Usually not. Third-party providers often have their own contracts and fees. Check Integrations for details before you get started.
How do I get API access?
Log in with 2FA enabled, then generate an API key from within the platform. See API Reference for the full process.
Where should I go for support questions or issues?
Start with Support & Ticketing. If you still need help, use the Contact page.
How often is documentation updated?
We update documentation as features change. Check the Changelog for the latest additions.