Invoices in Edge
Create, send, and track invoices
Edge handles all invoicing — whether you create a manual one-time invoice, auto-generate one via a trigger billing action (`client_confirm`), or set up recurring invoices on a schedule.
Every invoice supports a Pay Now link so clients can pay immediately online. Payments are recorded automatically in the revenue ledger.
Capabilities
Manual Invoices
Create one-time invoices from your billable item catalog, add line items, and send with a Pay Now link.
Recurring Invoices
Schedule invoices that generate automatically at any interval — weekly, monthly, or custom. Clients pay manually each cycle.
Trigger-Generated Invoices
Invoices created automatically when a trigger billing action fires via `client_confirm`. No manual work required.
Pay Now
Every invoice includes a Pay Now link. Clients pay online and the payment is recorded in revenue automatically.
Key Concepts
A document sent to a contact listing billable items, amounts, and a Pay Now link for online payment.
A single entry on an invoice, pulled from your billable item catalog with quantity and price.
An invoice that regenerates on a schedule. Unlike subscriptions, the client pays manually each time via Pay Now.
A hosted payment page linked from the invoice. Supports guest checkout or billing customer payment methods.
How It All Fits Together
Invoices connect to several parts of Edge:
- Billable items supply the line items on each invoice.
- Billing customers store payment methods, but invoices also work via guest checkout.
- Trigger billing (`client_confirm`) auto-generates invoices when a signal fires.
- Revenue records every payment from invoices.
- Webhooks can notify external systems when invoice events occur.
