Managing Supplier & Client Payments in Safari Portal

Safari Portal allows you to securely collect payments from your clients by connecting supported payment processors.

Once connected, you can accept credit card payments, bank transfers, ACH payments, and other local payment methods, depending on the provider.

Note: You can connect multiple payment processors and choose which one to use on a case-by-case basis.

Safari Portal also makes it easy to track and pay supplier expenses. All payments are linked to the relevant file and automatically reflected in your Financials module, where you can clearly see incoming and outgoing payments, as well as your overall margin.

You can also easily track who has paid you, how much they’ve paid, and when, as well as which suppliers you have paid or still owe and when those payments are due.

Benefits of Connecting a Payment Processor

Connecting a payment provider unlocks several important features in Safari Portal.

Bookable Trips

You can enable a “Book Now” button on itineraries and lookbooks. This allows clients to:

• Choose their preferred options and add-ons
• Automatically generate an invoice
• Complete payment through a secure checkout
  

The system will also:

• Track who has signed up for each option
• Show what each client has paid and what they still owe
• Send automated payment reminders and confirmations
• Manage inventory for group trips
  

Secure Invoice Payments

When a payment processor is connected, any invoice can include a secure checkout, allowing clients to pay immediately online.

Automatic Payment Tracking

Safari Portal will automatically track when payments are:

• Planned
• Pending
• Paid
  

You can also:

• Automate payment reminders
• Show refunds
• Apply discounts to invoices
• Automatically update invoice totals
  

Credit Card Surcharging

You can configure whether to:

• Cover credit card processing fees, or
• Pass the surcharge to the client
• • If a client chooses to pay by card, the invoice will automatically update to reflect the surcharge.
    

Note: Safari Portal charges a 0.5% platform fee on all client payments.

Supported Payment Providers

Safari Portal integrates with the following payment providers to help you securely collect payments from your clients.

Note: This article outlines which payment providers are supported in each region.

Stripe

Payment methods supported

• Credit cards
• ACH
• Bank transfers
• Alternate payment methods like SEPA, iDeal, Amazon Pay, Apple Pay, and many others
  

Supports

Companies based in most countries (excluding certain restricted countries); see this help article for more.

How to Set Up

If you already have a Stripe account, you can connect it directly to the Safari Portal integration. Alternatively, you can create a new Stripe account by clicking the Connect button in the account admin’s Settings → Integrations tab. This help article provides a more detailed walkthrough of the setup process, including how to select the appropriate payment methods.

Benefits

• Very easy to set up
• Excellent Stripe dashboard
• Supports multiple payment methods
  

Limitations

• Limited hands-on support
• Payouts are batched (multiple payments may appear as a single payout)
  
  

NMI (via PATH Payments)

Payment methods supported

• Credit cards
• ACH
  

Supports

Companies based in the US, UK, Europe, and select additional countries; see this help article for more.

How to Set Up

Contact Adam Callaway at PATH Payments directly, and he will guide you through the setup process. You can reach Adam at [email protected].

Benefits

• Often lower credit card processing fees
• Strong hands-on support
• Merchant account tailored to your business
• Individual payouts per transaction
• Flexible fee handling: billed monthly or deducted from each payment
  

Limitations

• Does not support international bank transfers
  

Flywire

Payment methods supported

• Credit cards
• International bank transfers
  

Supports

Companies based in most countries, including Kenya and South Africa (but not other African countries); see this help article for more.

How to Set Up

Please refer to this help article for step-by-step instructions. In short, you will need to set up one or more Flywire accounts, then send the required Flywire information to [email protected], and our team will complete the integration setup for you.

Benefits

• Displays costs in the client’s local currency
• Automatically passes foreign exchange fees to the client
• Ability to manage multiple currency wallets
  

Limitations

• Foreign exchange rates can be higher
• Clients sometimes report higher transaction and FX fees
  

Protected Payment Services

Payment methods supported

• Credit cards
  

Supports

Companies based in the UK and Europe; see this help article for more.

How to Set Up

You will need to set up one or more PPS accounts. Once that’s done, ask PPS for the Safari Portal credentials and send them to [email protected], and our team will complete the integration setup for you, or your account admin can enter them directly into the Integrations tab.

Benefits

• Strong hands-on support
• Multiple currency wallets
• Merchant accounts tailored to your business
• Can connect with Protected Trust Services for regulatory compliance
  

Limitations

• Does not support bank transfers
  
  

Paying Suppliers

Safari Portal also integrates with Flowbrite to make it easy to pay suppliers and manage expenses.

Flowbrite

Flowbrite allows you to pay suppliers directly from Safari Portal and automatically track those payments.

Supports

Most regions except certain restricted countries; see this help article for more.
(Currently, the integration is not available for African-based companies, though you can still benefit from using Flowbrite outside SP)

How to Set Up

Contact Rob Smith at Flowbrite, and he will guide you through the setup process. You can reach him at [email protected]. Here are step-by-step instructions.

Benefits

• Exceptional hands-on support
• Extremely competitive foreign exchange rates
• Very low international transfer fees
• Ability to lock in exchange rates with forward buys
• One-click supplier payments directly from Safari Portal
• Bulk payment capabilities
• Automatic tracking of supplier payments in Safari Portal
• Real-time updates once payments settle
• Multiple currency wallets
• US companies can enable automatic bank debits for payments
• No Safari Portal platform fee on supplier payments
  

Limitations

Payments may take up to 4 business days to reach suppliers depending on funding method.


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