I would like to find a generic term for a transaction of type Invoice, Debit Note, or Credit Note.

The term transaction is already reserved since the context involves other sorts of transactions different from the aforementioned ones.

  • 1
    In Oracle and SAP FI those are examples of "AR documents." – Aaron K Apr 21 '20 at 12:36
  • They are all called 'vouchers' where I work. – Michael Harvey Apr 21 '20 at 13:43
  • Would it not be a Bill? – Albert Renshaw Jul 17 '20 at 3:59

Those are all representations of a limited type of balance sheet:

: a statement of financial condition at a given date

In this case, they are statements of what is owed by somebody or to somebody. They correspond to a specific subset of an overall account.

Note that while invoice is both a verb and a noun, debit note and credit note are only nouns. And if invoice is also being treated as a noun, none of those things are actually transactions in the first place.

Invoices, debit notes, and credit notes represent the result of one or more transactions, such as a sale or purchase, or other exchange of goods or services.

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