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2023 Finances Uplift
Classic to Uplifted Finances 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|
|Vault Item||Payment Method|
|Recurring Invoice||Recurring Billing without Autopay enabled|
|Recurring Billing||Recurring Billing with Autopay|
|Payment Reason||Revenue Stream|
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.