Billing Actions

Kelli Sturkenboom
Kelli Sturkenboom
  • Updated


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

Related to

Was this article helpful?

Have more questions? Submit a request