🎬  Missed Our Thursday Webinar?

Don't worry! Watch it below 🌟

🚀 Pro Tip: All of our mini-training sessions are available via the Help Center in the Webinar Library section.

Quick Takeaways

• In this week’s webinar, Rachel and Sarah revisited Safari Portal’s Financials & Invoicing module, walking through everything from invoice creation to tracking supplier expenses.
• There is no monthly fee for the Financials module. Please disregard any references to a $50/month charge. Standard transaction fees and platform fees still apply.
• Users can create invoices from scratch or from customizable templates that save company details, terms, cancellation policies, and payment schedules.
• The invoice total can automatically pull from a confirmed itinerary, provided pricing is entered per person or per trip in the cost section.
• Each invoice can include a payment schedule with percentage-based or fixed amounts, automated reminders, and multiple installment options.
• Users can choose their currency, connect Stripe or Flywire, and configure whether to accept card payments, and whether to pass card processing fees to the client.
• Payment reminders can be scheduled before, on, or after the due date. A “Pay Now” button in the email links directly to the invoice.
• The system supports full or partial payments and shows real-time invoice status, including breakdowns of what has been paid and what remains.
• Users can track outgoing supplier payments, attach invoices, and mark payments as made in multiple currencies. Exchange rates can be configured in settings.
• The “View by File” and “View by Date” tabs offer clear overviews of all payments, incoming and outgoing. Filters help monitor cash flow and batch payments to suppliers.
• The “View Statistics” tab gives a high-level snapshot of projected profit, revenue, and funds held in escrow. Users can compare year-over-year performance or filter by consultant.
• CSV exports are available for bookkeeping or importing into QuickBooks. User permissions for the Financials module can be managed in account settings.
• A preview of the upcoming UI revamp was shared—soon, users will be able to see proposals, itineraries, payments, tasks, notes, and guest info all in one view under each file.

📌 Keep an eye on our Notice Board for new and upcoming releases!