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Transaction subtypes

Learn about transaction subtypes

Transaction subtypes further qualify transactions. Transaction types for billing, cash, and credit balance transactions have a set of transaction subtypes. For example, an invoice transaction can be a charge, discount, prepayment, or tax.

Transaction type

Transaction subtype

Invoice Item

  • Charge

  • Discount

  • Prepayment

  • Tax

Taxation Item

None.

Invoice Item Adjustment

  • Credit

  • Charge

Invoice Item Adjustment Tax

  • Credit

  • Charge

Invoice Adjustment

  • Credit

  • Charge

Payment

  • Electronic

  • External

Refund

  • Electronic

  • External

Credit Balance Refund (electronic or external)

  • Decrease

Credit Balance Payment (electronic or external)

  • Increase

Credit Balance (applied to invoice)

  • Decrease

Credit Balance (transferred from invoice)

  • Increase

Revenue Item

None.

See Transaction details for revenue event items for more information.