Getting Started with Edge
Configure Edge and send your first invoice in minutes
Before You Begin
- A Zyntro account with admin access
- A Stripe or PayPal payment gateway configured in your account settings
This guide walks you through Edge setup from scratch. You will configure your billing settings, create your first billable item, set up a billing customer, and send your first invoice. By the end, you will have a working billing setup ready for invoices, subscriptions, or trigger billing.
Steps
Navigate to Edge
Go to Operations > Edge in the main navigation. The Edge dashboard opens showing your revenue overview (empty for now).
Configure Edge Settings
Click Settings in the Edge navigation. Three tabs appear: Invoices, Subscriptions, and Trigger Billing.
On the Invoices tab: set your invoice prefix (e.g., 'INV-'), default payment terms (e.g., 30 days), and company details.
On the Trigger Billing tab: review the defaults — cooldown period (60 seconds), max consecutive failures (3), minimum initial charge ($15.00), and max capture amount ($500.00). These are sensible defaults; you can adjust later.
Click Save on each tab.
Create Your First Billable Item
Navigate to Edge > Billable Items and click New Item.
Fill in: Name (e.g., 'Website Design'), Unit Price (e.g., 5000.00), Currency (USD).
For billing type, select One-off for your first item (you can create recurring and trigger items later).
Click Save. Your first billable item is ready to use on invoices.
Create a Billing Customer
Navigate to Edge > Billing Customers and click New Customer.
Select a contact from your CRM. Choose the payment gateway (Stripe or PayPal). Attach a payment method — for Stripe, enter card details; for PayPal, authorize a vault token.
For now, leave Allow Trigger Billing off (you can enable it later). Click Save.
Send Your First Invoice
Navigate to Edge > Invoices and click Create Invoice.
Select the contact you just set up as a billing customer. Set the invoice date and due date.
Click Add Line Item and select the billable item you created. The name and price populate automatically. Set quantity to 1.
Review the total and click Send Invoice. The client receives an email with the invoice and a Pay Now button.
Result
Edge is set up. You have configured settings, created a billable item, set up a billing customer, and sent your first invoice. The client can pay via the Pay Now link, and the payment will appear in your Edge revenue dashboard automatically.
From here, you can create recurring items for subscriptions, trigger items for condition-driven billing, or simply continue sending invoices.
