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Financial & SaaS Dictionary

Business & Invoicing Glossary

Essential definitions for financial metrics, payment terms, tax mechanisms, and invoicing concepts to help you navigate modern commerce.

A

Accounts Receivable (AR)

The total balance of money owed to a business for goods or services delivered but not yet paid for by customers. Tracked as an asset on the balance sheet.

Agile Sprint Billing

A billing model where software developers or agencies invoice clients on fixed 2-week intervals aligned with completed development sprints rather than open-ended hours.

Automated Dunning

The automated communication process of retrying failed customer credit card payments and sending structured email reminders for past-due invoices.

B

Billable Hours

The time spent directly on revenue-generating client deliverables that can be itemized and billed according to an agreed hourly rate.

Burn Rate

The rate at which a company spends its cash reserves before generating positive operating cash flow, typically measured on a monthly basis.

C

Client Portal

A secure, white-labeled web hub where clients can review outstanding invoices, make instant credit card payments, download historical receipts, and sign contracts.

Commercial Invoice

The official legal billing document issued by a seller to a buyer demanding payment for delivered goods or rendered services. Essential for tax and customs declaration.

D

Days Sales Outstanding (DSO)

A critical financial metric measuring the average number of days required to collect payment after an invoice is issued. Calculated as: (Accounts Receivable ÷ Total Sales) × 365.

Digital Business Card

An interactive digital identity profile accessible via NFC tap card, QR code, or short link that captures contact details and syncs directly to a CRM.

Due on Receipt

A payment term requiring the client to remit payment immediately upon receiving the invoice, with zero grace period.

E

Economic Nexus

A US tax principle established under South Dakota v. Wayfair (2018) stating that remote out-of-state sellers must collect and remit state sales tax once exceeding specific sales thresholds ($100K or 200 transactions).

Electronic Signature (E-Sign)

A legally recognized digital indication of an intent to agree to the terms of a contract, backed by cryptographic audit trails.

N

Net 30 / Net 60 Terms

Credit terms granting the client 30 or 60 calendar days from the invoice date to complete payment before the balance is classified as overdue.

NFC Tap Card

A physical plastic or metal smart card containing a Near Field Communication chip that instantly broadcasts a digital business profile to any smartphone with one tap.

P

Proforma Invoice

A preliminary quotation or estimated invoice sent to a buyer prior to work commencement or shipment to clarify scope, pricing, and customs value. Not a formal tax demand.

Progress Billing

An incremental invoicing method commonly used in construction and long-term consulting where invoices are issued upon completing defined milestone percentages.

R

Retainage / Retention

A percentage (usually 5%–10%) of each progress payment withheld by a client in construction or contracting until the entire project is completed satisfactorily.

Reverse Charge Mechanism

A European Union and GCC tax rule for B2B cross-border services where VAT liability shifts from the seller to the buyer, allowing the seller to issue an invoice with 0% VAT.

W

Withholding Tax (WHT)

An advance income tax deducted at source by a corporate client before remitting payment to a service vendor, commonly required in Nigeria (5%–10%) and other jurisdictions.

Working Capital

The difference between a company’s current assets (cash, accounts receivable) and current liabilities (accounts payable). Measures short-term liquidity.