Before You Begin
Billable items are the products and services you charge for in Edge. Every invoice line item, subscription plan item, and trigger charge references a billable item. This guide walks through creating each of the three types: one-off, recurring, and trigger.
Steps
Navigate to Billable Items
Go to Operations > Edge > Billable Items and click New Item.
Fill in Basic Fields
Enter the Name (what appears on invoices and in the UI), Description (optional detail), Unit Price, and Currency. Configure tax settings: toggle Taxable if tax applies, and Tax Included if the unit price already includes tax.
Select the Billing Type
This is the key decision. Choose one of:
One-off: For single charges added to invoices. No additional configuration needed.
Recurring: For subscription plans. The billing interval is set on the plan, not the item.
Trigger: For condition-driven charges. Selecting this reveals additional fields covered in the next steps.
For One-off and Recurring Items
Choose the Payment Channel (All, Credit Card, or Invoice) and click Save. Your item is ready to use. One-off items can be added to invoices. Recurring items can be added to subscription plans.
For Trigger Items: Choose Trigger Mode
Select a Trigger Mode:
Fixed: Amount and threshold locked at creation. Simplest mode — set it and forget it.
Variable: Threshold locked, amount passed at fire time. For charges where the amount changes.
Event: No threshold — fires on demand. Pure manual or API-driven billing.
Threshold: Amount locked, caller passes the metric value. Edge evaluates the condition.
For Trigger Items: Set Capture Mode
Choose how payment is collected:
Charge Immediately (`off_session`): Edge charges the stored payment method automatically.
Client Confirms Payment (`client_confirm`): Edge sends an invoice with a Pay Now link. The client reviews and approves.
For Trigger Items: Set Conditions
For Fixed, Variable, and Threshold modes, set the Condition operator (`<=`, `>=`, or `=`) and Threshold value (the Y in 'when X <= Y'). Optionally set a Floor — a platform-enforced minimum for the threshold.
For Trigger Items: Configure Overrides
For Variable and Event modes, Allow Amount Override is automatically enabled. Set a Max Capture Amount to cap how much can be charged per trigger fire. This is a safety limit.
Review the Trigger Description
Edge auto-generates a human-readable description like 'When wallet balance <= $15, charge $200'. Review and edit if needed — this description appears in the UI and in API samples.
Save
Click Save. For trigger items, an API Sample panel appears below the item showing the exact API call to fire this trigger, with the `billable_item_id` pre-filled and the relevant parameters for the selected trigger mode.
Result
Your billable item is saved and ready to use. One-off items can be added to invoices as line items. Recurring items can be added to subscription plans. Trigger items can be used to enroll billing customers for condition-driven charges.
