Financial Tracking with the SAFE™ Software Program
Invoices
Create, Edit, and Apply Payments to customer invoices with only a few clicks of your mouse. You can set up your customers for recurring invoices, space the invoices to your liking, and then run reports and print invoices for all of these invoices. The software is date-driven which means that you are the one in control. Simply type or select the date range for your invoices and then preview and print them out.
If you need to delete an invoice, don't worry, it only takes a few clicks. Many software programs make you click and confirm deletion multiple times. The SAFE™ Program will prompt you with a warning, but after that, you can delete the invoice.
Proposals
Create and Edit proposals for your customers with ease. The proposals menu uses the same default lines as the Invoices Menu, so data entry and creation takes place fast and efficiently
Expenses (New for the Private Company Version)
Create Default Expense Accounts and the Accounts you use to pay out with such as a credit, savings, or checking account. Enter your expense transactions by clicking the on the type account to pay, type of account you are paying with, the dates, the amount of the bill, then the amount you are paying. You can also setup a reminder for the next payment for that transaction.
Receipts (Environmental Health Dpt. Version Only)
Enter Receipt Information, Dates, Amounts, Refunds, and Comments then print them out one at a time or in bulk. If any receipt information is entered in error, don't fear, you can edit it by either a refund, or the Administrator can correct it. If you charge your area Service Providers for a processing fee on contracts or inspections, you can now track multiple amounts and permit numbers for one receipt.
