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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.

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    In Oracle and SAP FI those are examples of "AR documents."
    – Aaron K
    Commented Apr 21, 2020 at 12:36
  • They are all called 'vouchers' where I work.
    – Michael Harvey
    Commented Apr 21, 2020 at 13:43
  • Would it not be a Bill?
    – Albert Renshaw
    Commented Jul 17, 2020 at 3:59

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

[Merriam-Webster]
: 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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  • I'm not so sure that this is correct. A balance sheet is a stmt of financial condition, whereas those documents cause a change in the balance, so I would call them transaction notice, or transaction document (if they are in document form.)
    – fbitterlich
    Commented Jul 24, 2023 at 15:31

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