SAFE Billing Platform - Documentation
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Getting Started
Introduction to the SAFE Billing Platform
Accessing the Platform
Managing Default Values
Expert Mode
Actions
Billing & Invoicing
Invoices
Non-Usage Charges
Billing Run
Enter Customers
Enter Payments
Supply Files
Billing Errors
Pre-Billing Report
Request Bills
Post-Billing Report
Email Bills
Payment Runs
Transactions
Customer Management
Customers
Customer Communication
Correspondence
Emailing Customers
Numbers
Services
Features
Standard Features
Searches
SmartSearch
QuickSearch
Payments
Working with Payments
Expected Payments
Pricing & Tariffs
Call Tariffs
Discount Plans
Fixed Fee Tariffs
Price Increases
Telecommunications
Call Management
Carriers
Carrier Call Types
Carrier Transactions
Carrier Transaction Types
Support & Ticketing
Ticket Management
TODO System Administration
Auto-TODO Rules
System Administration
User Management
Account Access Assistance
Integrations
Accounting Integrations
Xero
Initial Setup
Ongoing Tasks
Troubleshooting
Payment Integrations
GoCardless
Initial Setup
Using GoCardless
Stripe
Initial Setup
Using Stripe
Reports & Analytics
Invoices Report
KPI Module
Available KPIs
Customer KPIs
Number KPIs
Feature KPIs
Invoice KPIs
API Reference
Endpoints
Ping
Customers
Customer Contacts
Numbers
Services
Features
Standard Features
Tariffs
Fixed Fee Tariffs
Invoices
Correspondence
Transactions
Calls
Deleted Calls
Payments
Expected Payments
Expected Payment Types
Webhooks
Appendices
Recommended Software
User-Guides
Managing TODOs
Managing Customers
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
Home
User-Guides
User-Guides
User-Guides
Managing TODOs
Managing Customers
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
Recommended Software
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Managing TODOs
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