Glossary

Documentation Index

Fetch the complete documentation index at: https://newie.mintlify.app/llms.txt

Use this file to discover all available pages before exploring further.

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Core Terms

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Confusable Terms

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Sale vs. Invoice vs. Payment

A Sale is the purchase event - the customer committed to buy. An Invoice is the billing record created for that purchase or scheduled billing event. A Payment is the charge or charge attempt made against the invoice. A subscription sale can create many invoices and payments over time; a one-off sale usually creates one invoice and one payment.

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Payment vs. Payout

A Payment is money coming in from a customer. A Payout is money going out from the Newie balance to the provider’s bank account.

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Customer vs. Subscriber

Every Subscriber is a Customer. Not every customer is a subscriber - one-off buyers and installment plan buyers are customers too. The Subscribers list shows only customers currently on a subscription.

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Subscription Paused vs. Scheduled Cancellation vs. Expiring vs. Cancelled

A Paused subscription keeps the customer’s account active and resumes after the selected pause end date. A scheduled cancellation is only a future instruction and does not change the current subscription state by itself; it can be removed before it takes effect. An Expiring subscription is ending but has not fully ended yet, and can be reverted back to Active before it ends. A fully Expired or Cancelled subscription has ended, cannot be undone, and has no future payments. The customer’s data is retained either way.

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Fixed-Term Subscription vs. Installment Plan

A Fixed-Term Subscription is created from the Subscription setup by setting Number of Payments to a fixed number. The customer pays the same recurring subscription amount until the selected number of payments is reached. An Installment Plan starts from a fixed total price and splits that total across scheduled installment invoices and payments.

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Voided vs. Refunded

A Voided invoice or payment record was cancelled before collection settled - the customer was not charged. A Refunded payment was collected and then returned. Treat them differently for accounting and customer communication.

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Subscription Created vs. Subscription Started (Zapier triggers)

Subscription Created fires when the customer first purchases the subscription. Subscription Started fires when subscription billing actually starts and the subscription becomes active. If a subscription has a future start date, Created can fire at purchase time while Started fires later on the start date. For granting paid access, use Started. For pre-start admin (e.g. creating a contact record in advance), use Created. Some subscription-event triggers also apply to installment plan activity in Zapier, so choose the trigger that matches the customer’s actual lifecycle stage.

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Subscription Renewed vs. Payment Paid (Zapier triggers)

Subscription Renewed fires when a payment against a subscription invoice succeeds and should be used for subscription-specific renewal workflows, including subscription-backed installment plan activity where relevant. Payment Paid is the general confirmed-payment trigger across subscriptions, installment plans, and one-off purchases. For accounting, fulfilment, receipts, or anything that should run after money is confirmed, use Payment Paid.

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Subscription Ends vs. Scheduled Cancellation (Zapier triggers)

Subscription Ends fires when a subscription moves into Expired, or when an installment plan moves into Completed. It does not fire just because a cancellation has been scheduled; scheduled cancellation is only a future instruction until it takes effect.

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Hidden Payment Created vs. Payment Paid vs. All Events - Payments (Zapier triggers)

Zapier does not expose a Payment Created trigger. For BECS Direct Debit, the customer can submit the bank payment before the bank confirms the result, and the payment may show as Pending/Processing during that period. Payment Paid is the selectable Zapier trigger for confirmed payment; for BECS, that means the bank has confirmed the payment and the related invoice is marked Paid, usually up to 3 business days later. Even after Payment Paid, funds may still be clearing for payout. All Events - Payments is the catch-all for visible Zapier payment event labels, including paid, overdue, skipped, uncollectible, and voided outcomes across subscriptions, installment plans, and one-off purchases. For accounting Zaps, use Payment Paid only.

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Standard Payout vs. Instant Payout

A Standard Payout is the regular scheduled daily/weekly/monthly transfer to the provider’s bank. Free. An Instant Payout is an ad-hoc transfer of instant-available funds within 30 minutes when eligible; the provider enters the payout amount and the 1.5% fee is added on top.

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Payment Clearing vs. Instant Payout

Payment Clearing is what every payment goes through before it’s available for any payout. Instant Payout is a way to access funds faster than the next scheduled payout (sometimes even before standard clearing completes, for card payments). Instant Payout doesn’t make a payment clear faster; it changes how cleared or instant-available funds are sent out.

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Group vs. Service Category

Group is Newie’s official reporting unit for team members, locations, or service lines. There is no separate “service category” feature.

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Service vs. Offering

“Service” is the term used throughout the product and docs. “Offering” sometimes appears in Zapier trigger data (e.g. offering_id) as the underlying record identifier. They refer to the same thing.

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Acronyms

Last updated: 2026-06-01