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Classic to Uplifted Finances Terminology


Click here for the uplifted finances training video on YouTube.


Updated terminology

Some of the terms used in classic billing have been changed to be more accurate and to adhere to industry standards.

Classic term Uplifted finances term
Transaction Payment
Vault Item Payment Method
Recurring Invoice Recurring Billing without Autopay enabled
Recurring Billing Recurring Billing with Autopay
Payment Reason Revenue Stream


Invoice prefixes

To help quickly identify what an invoice is for, Kicksite adds a prefix before the invoice number for certain invoice types:

  • RB: A recurring billing invoice.
  • LP: An invoice generated from a Landing Page purchase.
  • REG: An invoice generated from an Event registration.
  • FEE: An invoice generated for a late fee.
  • MISC: A one-time charge.