Product
E-invoicing that holds up day to day.
SAFE files with the Costa Rican tax authority, tracks what is still owed, and keeps the record of every document. It is built for a working operation, not for a demo.
Four documents, one screen.
The same form covers all four cases. Nobody has to learn a different screen per document type.
Electronic invoice
Customer, line items, taxes and discounts. Signed, filed with the tax authority, and stored with its numeric key.
Quote
The estimate you send before closing. When the client accepts, nobody retypes it.
Recurring invoice
A series that issues itself every month. Set up once, and month-end stops being a chore.
Credit note
To correct or void what was already issued, referencing the original document as the tax authority requires.
Gmail import
Automatic invoice import from your inbox.
Your suppliers send you electronic invoices as XML files attached to an email. With your authorization, SAFE connects to your Gmail account and looks only for messages carrying those attachments. Every invoice it finds shows up in your purchases list, ready to review and record.
SAFE does not read your personal conversations: the search is restricted to messages with XML or ZIP attachments. You can disconnect your account at any time and access is revoked immediately.
Compliance
The tax authority catalogs, already handled.
Version 4.4 is not a checkbox: it is seven official catalogs that have to be applied correctly on every line of every document. SAFE pulls them from the source and offers them where they belong.
- Payment methodsmedios-pago
- Sale conditionscondiciones-venta
- Units of measureunidades-medida
- Tax codescodigos-impuesto
- VAT ratestarifas-iva
- Discount codescodigos-descuento
- Exemption typestipos-exoneracion
Plus per-line exemptions with their document, issuing institution, date and percentage; and exchange rates applied as the current version requires.
After issuing
Issuing is half the job.
What decides whether a month closes well is not how many invoices went out, but how many got paid.
Accounts receivable aging
Who owes, how much, and for how long. It is the report that turns a list of invoices into a collections decision.
Reports
What was issued and what is outstanding, over the period you need, without exporting to a spreadsheet to make sense of it.
A record of every document
The PDF of any document, whenever the client or the accountant asks for it.
Records
The data behind every invoice.
Messy records produce wrong invoices. SAFE keeps them in one place, with everything the tax authority asks for already loaded.
Customers
Tax ID, email and current exemptions, ready to use at invoicing time.
Products and services
Your own catalog, with each item's tax and unit of measure already defined.
Suppliers
The other side of the operation, on the same platform.
Multi-tenant
Several companies, nothing mixed up.
Each company has its own e-invoicing configuration and sees only its own data. The isolation is not a toggle you switch on: it is how the platform is built, which is why it does not depend on someone remembering to configure it right.
Questions about SAFE.
What documents does SAFE issue?
Electronic invoices, quotes, recurring invoices and credit notes. All four are issued from the same form.
Does SAFE use the tax authority's official catalogs?
Yes. SAFE pulls the official catalogs for payment methods, sale conditions, units of measure, tax codes, VAT rates, discount codes and exemption types.
How does SAFE handle exemptions?
Per document line, with its exemption type, document number, issuing institution, date and percentage, exactly as version 4.4 requires.
What happens if the tax authority rejects a document?
SAFE shows the actual message the tax authority returned, not a generic error. That is enough to fix the document and resend it without guessing what went wrong.
Does SAFE help with collections, or only with invoicing?
It helps with collections. The accounts receivable aging report shows who owes, how much, and for how long.
Can I manage several companies from one account?
Yes. SAFE is multi-tenant: each company has its own e-invoicing configuration and sees only its own data.
How much does SAFE cost?
It depends on your invoicing volume and on whether you need anything custom on top. Tell us your case and we will give you a number, not a generic range.
How long until I am invoicing?
Getting started is three steps: message us on WhatsApp, we load your customer records and catalog, and you issue your first invoice. How long it takes depends on your case; tell us yours and we will give you a real number.
Isn't it free to invoice with the tax authority's system?
Yes, the tax authority offers a free tool for issuing documents. What that tool does not cover is what SAFE adds: collections, several companies in one account, reports, and a record of every document. If you only issue invoices and need none of that, the free option may be enough for you.
Let us look at it with your invoices.
A short demo, using your real cases, to find out whether SAFE solves what you need.