Edge

Billable Item Field Reference

Complete field definitions for all billable item types including trigger-specific columns.

Billing Customer Statuses

Reference for billing customer statuses: pending, active, and suspended — what each means and what triggers transitions.

Build Customer Profile Setup

Generate a hosted setup URL where a customer can enter their payment method and complete billing onboarding.

Capture Modes: Off-Session vs Client Confirm

How trigger payment is collected — off-session charges immediately, client confirm sends an invoice for approval.

Charging a Customer Manually

Use the Charge Now button to fire a trigger charge from the Edge UI — with amount overrides for variable and event items.

Configuring Edge Settings

Access and configure Edge settings — invoice defaults, subscription policies, and trigger billing behavior.

Confirm Payment Method

Finalize payment method setup — attach the payment method, activate the billing customer, and optionally record initial revenue.

Create Billing Customer

Create a billing customer with payment identity and optional trigger billing permissions.

Creating a Billing Customer

Step-by-step guide to creating a billing customer in Edge — attach a payment method, configure trigger permissions, and verify with an initial charge.

Creating a Subscription Plan

Creating and Sending an Invoice

Creating Billable Items

Step-by-step guide to creating billable items in Edge — one-off, recurring, and trigger types with all their configuration options.

Edge Dashboard

Monitor revenue across all billing modes from a single dashboard with real-time summary cards and filters.

Edge Webhook Events

Complete reference for all Edge webhook events — trigger billing, billing customers, and payload structure.

Enroll in Trigger Item

Enroll a billing customer in a trigger billable item to enable condition-driven charges.

Fire Trigger

Fire a trigger charge against a billing customer — the core Edge billing primitive.

Get Billing Customer

Retrieve a billing customer profile with their active trigger enrollments.

Get Trigger Enrollments

List trigger enrollments with optional filters for status, customer, and item.

Get Trigger Items

List available trigger billable items with live API sample blocks.

Getting Started with Edge

Set up Edge and send your first invoice in minutes — configure settings, create a billable item, and bill a customer.

How Edge Works

Edge unifies four billing modes under one shared data model — billing customers, billable items, and revenue.

Invoice Settings

Default configuration for invoices — numbering, payment terms, tax, and email templates.

Invoices in Edge

Managing Active Subscriptions

Managing Payment Methods

Update a billing customer's payment method or switch gateways — active enrollments continue working automatically.

Managing Trigger Enrollments

Enroll, pause, resume, cancel, and switch trigger enrollments — plus how auto-pause protects against payment failures.

Milestone Billing for Projects

Bill clients per project phase with built-in payment approval — client_confirm creates a chargeback-resistant evidence trail.

Recurring Invoices

Reducing Chargeback Risk with Client-Confirmed Billing

How client_confirm capture mode creates a documented evidence trail that protects against chargebacks.

Retainer Billing with Variable Amounts

Charge retainer clients different amounts each cycle based on actual work delivered.

Revenue Sources and Statuses

SaaS Metered Billing with Edge

Charge customers when their API usage crosses a metered threshold — Edge handles the billing decision.

Setting Up Trigger Billing

End-to-end guide: create a trigger item, set up a billing customer, enroll, and fire your first trigger charge.

Setup Payment Method

Initialize payment method setup for a billing customer — returns Stripe client secret or PayPal approval URL.

Subscribing to Edge Webhooks

Configure webhook subscriptions for Edge billing events with HMAC verification and retry handling.

Subscription Settings

Configure retry policies, dunning behavior, and notification preferences for subscriptions.

Subscriptions in Edge

Suspending and Restoring Billing Customers

Suspend a billing customer to freeze all billing activity, then restore when ready — enrollments resume automatically.

Tracking Revenue in Edge

Trigger Billable Items

A deep dive into trigger-type billable items — trigger modes, capture modes, conditions, thresholds, and the API sample panel.

Trigger Billing Settings

Configuration options for trigger billing behavior — cooldown, failure thresholds, charge limits, and defaults.

Trigger Billing Troubleshooting

Solutions for common trigger billing issues — failed charges, auto-paused enrollments, disabled buttons, and missing webhooks.

Trigger Modes Explained

The four trigger modes — Fixed, Variable, Event, and Threshold — determine how charge amounts and conditions work together.

Understanding Billable Items

Billable items are your pricing catalog — define a product or service once, then use it across invoices, subscriptions, and trigger billing.

Understanding Billing Customers

A billing customer is Edge's unified payment identity — it connects a CRM contact to a payment method and gateway for invoices, subscriptions, and tri...

Wallet Auto-Topup with Trigger Billing

Automatically charge a customer when their wallet balance drops below a threshold — the exact pattern Zyntro uses internally.

What is Trigger Billing?

Trigger billing charges a customer when a condition is met, not on a schedule — the new billing primitive in Edge.

What is Edge?

Edge is Zyntro's unified billing engine — invoices, subscriptions, recurring invoices, and condition-driven trigger billing in one place.