🎬  Missed Our Thursday Webinar?

Don't worry! Watch it below🌟

🚀 Pro Tip: All of our webinars are available via the Help Center in the Webinar Library section, or email us to see the webinar's full Q&A.

🎧 Tip: Turn on subtitles using the gear icon (⚙️) in the video player.

Quick Takeaways

• In this webinar, Safari Portal demoed its Financials & Invoicing module, showing how to create invoices and expenses, use templates, integrate payments, send reminders, and export reports.
• From Financials → Create New, choose Invoice (client pays you) or Expense (you pay supplier). Templates auto-fill company info, terms, and payment schedules.
• The invoice preview shows your logo, trip details, due dates, totals, and remaining balance. Amounts pull from the itinerary but can be edited; choose your preferred currency.
• Integrate Stripe or Flywire for payments. Card surcharges (e.g., 3%) can be passed on or absorbed—check local regulations before enabling.
• Set up installments by fixed amount, percentage, or remaining balance, with flexible due dates and refund options.
• Add a cost breakdown, attach files, and insert a “View Itinerary” link. Terms and policies pull from your template.
• Send & Remind: email invoices to activate auto-reminders (10 days, 3 days, day of, day after, or every 2 days until paid).
• Clients can pay via credit card or bank transfer/ACH; bank payments usually clear in 4–5 days. Statuses update instantly, with optional alerts.
• Record and track supplier expenses in multiple currencies; exchange rates update projections. Flowbrite payouts are coming soon.
• Use filters and views (by file or by date) to see receivables/payables. Export to CSV, QuickBooks, or Xero.

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