How to Use This Glossary
The glossary defines Newie terms that appear across the app and docs, especially where billing, customer records, payouts, and integrations use similar-sounding language.Term Groups
Core terms
Definitions for services, customers, payments, payouts, and product features.
Confusable terms
Clarify terms that sound similar but mean different things in Newie.
Acronyms
Decode common abbreviations used across the docs and product.
Core Terms
Confusable Terms
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.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.Customer vs. Subscriber
Every Subscriber is a Customer. Not every customer is a subscriber - one-off buyers and instalment plan buyers are customers too. The Subscribers list shows only customers currently on a subscription.Subscription Paused vs. Scheduled Cancellation vs. Expiring vs. Canceled
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 Canceled subscription has ended, cannot be undone, and has no future payments. The customer’s data is retained either way.Fixed-Term Subscription vs. Instalment 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 Instalment Plan starts from a fixed total price and splits that total across scheduled instalment invoices and payments.Voided vs. Refunded
A Voided invoice or payment record was canceled before collection settled - the customer was not charged. A Refunded payment was collected and then returned. Treat them differently for accounting and customer communication.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, such as creating a contact record in advance, use Created. Some subscription-event triggers also apply to instalment plan activity in Zapier, so choose the trigger that matches the customer’s actual lifecycle stage.Subscription Renewed vs. Payment Paid (Zapier triggers)
Subscription Renewed fires when a payment against a subscription invoice succeeds. Use it for subscription-specific renewal workflows, including subscription-backed instalment plan activity. Payment Paid is the general confirmed-payment trigger across subscriptions, instalment plans, and one-off purchases. For accounting, fulfillment, receipts, or anything that needs confirmed money, use Payment Paid.Subscription Ends vs. Scheduled Cancellation (Zapier triggers)
Subscription Ends fires when a subscription moves into Expired, or when an instalment 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.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. During that period, the payment may show as Pending or Processing. Use Payment Paid when the Zap needs 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. Funds can still be clearing for payout after Payment Paid fires. Use All Events - Payments only when the Zap needs the broader payment-event feed, including paid, overdue, skipped, uncollectible, and voided outcomes across subscriptions, instalment plans, and one-off purchases. For accounting Zaps, use Payment Paid.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 reviews the fee before confirming.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.Group vs. Service Category
Group is Newie’s official reporting unit for team members, locations, or service lines. Newie does not have another “service category” feature.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.
Acronyms
Last updated: 2026-06-29