What is Edge?
Zyntro's unified billing engine for invoices, subscriptions, and condition-driven charges.
Edge handles every billing scenario your business needs — one-time invoices, recurring subscriptions, scheduled recurring invoices, and trigger billing (condition-driven charges that fire when a threshold is crossed or an event occurs).
All four billing modes share the same foundation: billing customers (who you charge), billable items (what you charge for), and revenue (the record of what was paid). There is no separate product catalog for subscriptions vs. invoices, no duplicate customer records across modules.
A single customer can have active subscriptions, receive one-off invoices, and be enrolled in trigger billing simultaneously — all tracked under one billing identity, one revenue ledger, and one dashboard.
Capabilities
Invoices
Create and send one-time invoices with a Pay Now button. Clients pay online via Stripe or PayPal. Payments are recorded automatically in your revenue ledger.
Subscriptions
Set up recurring billing on weekly, monthly, or yearly intervals. Edge handles renewal charges, payment retries, and status tracking automatically.
Trigger Billing
Define a condition and Edge fires the charge when that condition is met — either automatically (off-session) or via client approval (client-confirm). This is Edge's differentiator: billing driven by business logic, not just calendar dates.
Revenue Dashboard
A unified revenue view across all billing modes. See total revenue, filter by source (invoice, subscription, trigger), drill into individual transactions, and track payment status in real time.
Key Concepts
A unified payment identity that connects a CRM contact to a payment method and gateway. One billing customer record is used across invoices, subscriptions, and trigger billing.
A product or service you charge for. Three types exist: one-off (for invoices), recurring (for subscriptions), and trigger (for condition-driven charges). Each item has a name, unit price, and currency.
Condition-driven billing that fires when a threshold is crossed or a specific event occurs. Unlike calendar-based billing, trigger billing reacts to real-world conditions — usage limits, balance thresholds, project milestones, or any metric you define.
How a trigger payment is collected. off_session charges the customer's saved payment method immediately when the condition fires. client_confirm sends an invoice and waits for the customer to approve and pay.
The link between a billing customer and a trigger billable item. When a customer is enrolled in a trigger item, Edge monitors the condition and fires the charge when met.
How It All Fits Together
Edge is the commercial intelligence layer in Zyntro's architecture. SI uses the CRM to understand your contacts, Communication to reach them, and Edge to understand the billing relationship.
Trigger charges fire webhooks that other systems can react to — updating CRM records, sending notifications, or adjusting service levels. Revenue from all billing modes feeds into unified dashboards for financial reporting.
Edge connects to your existing Stripe or PayPal accounts. There is no separate payment processor to set up — you use the gateways you already have.
Zyntro dogfoods Edge internally. The wallet auto-topup feature that keeps your Zyntro balance funded runs on the same trigger billing infrastructure available to every customer. When your wallet balance drops below a threshold, a trigger fires and charges your card — that is Edge trigger billing in production.
