The Invoicing & Financials module in Safari Portal empowers you to streamline financial operations with robust tools and integrations:

• Create Client Invoices
• • Generate professional invoices for clients with ease.
    
• Collect Payments
• • Accept payments via bank wire, credit card, ACH, or local payment methods.
  • Seamless integration with Stripe and Flywire, and others coming soon.

• Automate Payment Reminders
• • Set up automated payment reminders to notify clients when payments are due, ensuring timely transactions without the need for manual follow-ups.
    
• Card Surcharging Solution
• • Seamlessly configure card payment settings to either:
  • • Absorb card processing fees within the total amount, or
    • Pass the fees along to clients, ensuring transparency and flexibility in payment handling.
      
• Expense Management
• • Track expense payments efficiently and see profitability by file, total amounts paid to any supplier, and when upcoming payments are due.
  • Pay suppliers/ expenses with one click via our Flowbrite integration
  • • Save on foreign exchange and bank fees
    • Lock in great rates without tying up cash
    • One-click (and bulk) paymentS
    • Automatic exchange-rate tracking
    • Hands-on, industry-savvy support
      
• Profitability & Revenue Tracking
• • Monitor profitability and total revenue or expenses by:
  • • File
    • Date
    • Consultant
      
• Multi-Currency Support
• • Set a default currency for your Dashboard and define your own exchange rates to estimate the value of unpaid payments before they’re received or settled. This gives you a clearer view of projected profits in your preferred currency — even before payments come in.
    
• Export CSV
• • Easily export CSV files for seamless import into third-party booking software such as QuickBooks, Xero, and other platforms.
    

This module ensures a streamlined financial workflow, helping you focus on growing your business while maintaining financial clarity.

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Important Notes

• Payment Processor Integrations: Availability of direct integrations will depend on regional support provided by each processor.
• Additional Fees: Using this module will incur platform-specific fees.