Billing Actions

Last updated: November 4, 2026

Overview

In this video, Kelli does an overview of common billing-related actions including adding fees, applying discounts (one-time or recurring), and creating and sending invoices.

00:00 Introduction

00:10 Adding a Fee

00:53 Adding a Discount

01:44 Recurring Discounts

02:38 Creating Manual Invoices

03:25 Sending an Invoice

 

Quickstart: Your First Steps with gaiia

This article is part of a guide with the objective of quick-starting you on your journey with gaiia. 

It covers the basics, and will offer links to additional documentation when relevant.

  1. Creating New Customers
  2. Using Workflows
  3. Adding Equipment
  4. Billing Actions
  5. Customer Information and Preferences