Glossary

Find definitions for services, payments and payouts, and links and features. For similar labels with different meanings, see billing choices and statuses or Zapier triggers.

Services and customers

Term	Meaning
Service	Something a provider sells through Newie as a Subscription, One-Off Purchase or Instalment Plan.
Subscription	A service billed on a recurring schedule, such as weekly or monthly. It can continue indefinitely or have a fixed number of payments.
Fixed-Term Subscription	A Subscription with Number of Payments set to a fixed number instead of Unlimited. Its regular billing schedule has that many payments. If you add Intro Pricing, those introductory payments come before the regular payments and do not count toward that number.
One-Off Purchase	A service bought once, without a recurring billing schedule.
Instalment Plan	A fixed total price split across scheduled invoices. Cancelling stops future instalments but leaves issued unpaid invoices open. Marking the plan complete stops future instalments and voids remaining unpaid invoices. Manage Instalment Plans explains the statuses and progress.
Provider	The Newie account holder selling services: for example, a coach, trainer or consultant.
Customer	A person buying a service. This includes subscribers, one-off buyers and instalment plan buyers.
Subscriber	A customer who has bought a subscription. The Subscribers area includes current and past subscriptions, which you can filter by status.
Group	A way to organise related services for sharing and reporting, such as services from one coach or location.

Invoices, payments and payouts

One subscription can produce many invoices over time. A one-off purchase may take more than one payment attempt to collect.

Term	Meaning
Sale	A customer payment recorded in Sales, including one-off payments, subscription renewals, instalments and Setup Fees.
Invoice	The bill for a purchase or scheduled payment. Labels can include Paid, Payment Failed, Payment Voided, Payment Paused, Charging soon and Pending. An overdue invoice can also show Auto-Retry when automatic retry is active.
Payment	A charge or charge attempt against an invoice. A successful payment marks the invoice Paid. A failed subscription or instalment payment can leave the invoice Overdue.
Payout	A transfer from the Newie balance to your connected bank account. Standard payouts use cleared funds; Instant Payouts use a separate instant-available balance.
Standard Payout	A free payout on a daily, weekly or monthly schedule.
Instant Payout	A payout requested with Payout Now. Eligible funds usually arrive within 30 minutes; check the estimated arrival and fee shown before confirming.
Payment Clearing Time	The time between a successful payment and the funds becoming available for a scheduled payout. See Payouts for the timing that applies to your account.
Clearing Balance	Funds from successful transactions that are still becoming available for scheduled payout.
Cleared Balance	Funds that have finished clearing and are available for scheduled payout.
Payout Report	A PDF or CSV showing one or more payouts and their transactions, fees and Payment Method Country. See Reports & Reporting.
Payment Method Country	The country of the customer’s bank or card, shown in payout reports and sales exports.
BECS Direct Debit	Australian bank debit. Confirmation usually takes up to 3 business days, during which the payment can show Pending or Processing. Failed payments can retry automatically when Auto-Retry is active and the payment is eligible.
BNPL	Buy Now, Pay Later through Afterpay/Clearpay, Affirm or Klarna. The provider is funded upfront, less applicable fees, while the BNPL provider collects the customer’s instalments. Check availability and price limits in Newie, and see BNPL fees for the transaction rate. BNPL funds are not eligible for Instant Payouts.

The instant-available balance comes from Stripe and can differ from your Cleared Balance. You may be able to request an Instant Payout for funds that are still clearing for a standard payout. See Payouts for timing and eligibility.

Links and features

Use a Customer Manage Link or Customer Payment Link for an existing purchase. A service checkout link starts a new purchase.

Term	Meaning
Customer Manage Link	Opens an existing subscription or instalment plan and the self-service actions available for it. Providers can copy or share it from the subscription or plan menu.
Customer Payment Link	Opens the payment flow for one invoice or failed one-off purchase, so the customer can update payment details or act on that payment.
Service checkout link	Starts a new purchase of a service.
Offering ID	A service’s unique identifier. On iPhone, choose Copy Offering ID in the service share sheet to use it in a Zapier filter. On Mac, use `offeringID` from a matching Zap sample.
Terms of Service (ToS)	Legal terms attached to a service for the customer to accept at purchase. An additional per-transaction fee applies when enabled.
Welcome Email	A customizable email sent after a customer buys a service.
Overdue Assistant	Follows up on overdue subscription and instalment plan invoices and asks the provider for instructions when needed.
Ask a Question	In-app help that shows a relevant answer first, with the option to open Newie support chat if more help is needed.
Newie Chat	Provider-customer messaging, opened from Chats or Chat with [Customer].
Newie Support Chat	Help from Newie, opened from the Home help button or after an Ask a Question answer.
Tap to Pay	In-person card payments through the Newie iOS app on a supported iPhone.

See Customer Manage & Payment Links for help finding and sharing the right link.

Billing choices and statuses

Fixed-term subscription vs. instalment plan

A fixed-term subscription starts with a recurring price and a number of main-price payments. An instalment plan starts with a fixed total and splits it into payments. Intro Pricing payments on a subscription come before the main-price payment count.

Paused vs. scheduled cancellation vs. Expiring vs. Expired

Label	What it means
Paused	Future billing is paused temporarily. Regular payments resume on the next scheduled payment date on or after the pause end date.
Scheduled cancellation	An instruction to end the subscription later. The available controls depend on its current status; see Manage Subscriptions to change or remove it.
Expiring	The subscription is approaching its end. Don’t Cancel is available only for an eligible cancellation requested by the signed-in account; it does not extend a fixed term reaching its original end.
Expired	The subscription has ended, has no future scheduled payments and cannot be reactivated. Use Show expired to find its record.

Subscriptions can also be Upcoming, Active or Overdue. See Subscription Management for the actions available at each stage.

Voided vs. refunded

Voiding stops collection of an unpaid invoice. Refunding returns a payment that was already collected.

Choosing a Zapier trigger

A subscription can become active while its bank payment is still processing. Use Payment Paid when an action must wait for confirmed payment.

Trigger	When it runs and when to use it
Subscription Created	When the customer purchases the subscription. Use it to prepare for a future start date.
Subscription Started	When billing starts and the subscription becomes active. Use it for onboarding at the billing start date. For a future-dated subscription, this can be later than Created.
Subscription Renewed	Later subscription-cycle or subscription-update invoice activity, including instalment plans. It excludes initial and separate setup-fee invoices and can run while a bank debit is processing. Use Payment Paid for confirmed payment.
Payment Paid	When payment is confirmed, across subscriptions, instalment plans and one-off purchases. Use it for accounting or any action that requires confirmed payment. It also runs for a separate Setup Fee and later renewals or instalments, so check for an existing record before repeating a one-time action.
Subscription Ends	When a subscription or instalment plan reaches its end or a cancellation takes effect. Scheduling cancellation does not fire it. The event means billing has ended, not that every invoice was paid or access to the service should stop. Changing the outcome of an already-ended plan does not fire it again.
All Events - Payments	Payment creation and later paid, overdue, skipped, uncollectible and voided events across all service types. Filter Triggering Event for the result the automation needs.

Payment Created is not a standalone trigger, but payment.created can arrive through All Events - Payments while an invoice is Pending. For BECS, Payment Paid waits for bank confirmation and the invoice to be marked Paid, usually up to 3 business days after submission. The funds may still be clearing for payout after the trigger runs. See Newie + Zapier for the complete trigger list and setup steps.

Acronyms

Acronym	Meaning	Where you will see it
ABN	Australian Business Number	An 11-digit identifier for an Australian business.
AUD	Australian Dollar	Currency for Newie AU accounts.
BECS	Bulk Electronic Clearing System	The Australian direct debit network; see the payment definition above.
BNPL	Buy Now, Pay Later	Afterpay/Clearpay, Affirm and Klarna; see the payment definition above.
BPAY	Bill Payment (Australia)	Not supported as a payment method on Newie.
BSB	Bank State Branch	A 6-digit Australian bank routing number.
CLV / LTV	Customer Lifetime Value	In Newie, the average total of recorded Paid and Processing payments per customer, without deducting refunds. See Sales & Analytics.
CRM	Customer Relationship Management	Tools such as HubSpot and Salesforce, which can connect through Zapier.
CSV	Comma-Separated Values	File format for sales, payout and customer exports.
GBP	British Pound	Currency for Newie UK accounts.
GST	Goods and Services Tax	Australian tax; Newie does not handle it automatically.
NDIS	National Disability Insurance Scheme	Australian program; Newie does not natively support NDIS line items.
NFC	Near Field Communication	The technology used for Tap to Pay.
PIN	Personal Identification Number	Required for some card payments through Tap to Pay.
ToS	Terms of Service	Terms a customer accepts when buying a service; see Fees & Limits for the feature fee.
USD	US Dollar	Currency for Newie US accounts.
VAT	Value Added Tax	UK/EU tax; Newie does not handle it automatically.

Last updated: 2026-09-10

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Integrations

Reference

Services and customers

Invoices, payments and payouts

Links and features

Billing choices and statuses

Fixed-term subscription vs. instalment plan

Paused vs. scheduled cancellation vs. Expiring vs. Expired

Voided vs. refunded

Choosing a Zapier trigger

Acronyms

​Services and customers

​Invoices, payments and payouts

​Links and features

​Billing choices and statuses

​Fixed-term subscription vs. instalment plan

​Paused vs. scheduled cancellation vs. Expiring vs. Expired

​Voided vs. refunded

​Choosing a Zapier trigger

​Acronyms

Services and customers

Invoices, payments and payouts

Links and features

Billing choices and statuses

Fixed-term subscription vs. instalment plan

Paused vs. scheduled cancellation vs. Expiring vs. Expired

Voided vs. refunded

Choosing a Zapier trigger

Acronyms