All document types

Every finance document Lavanda can produce and how they relate.

Core documents

• Invoice — Guest owes money (standard invoice workspaces). Flow: Draft, Issued, Paid or Credited.
  • Credit note — Voids or reduces a standard invoice. Flow: Issued, Applied.
• Charge note — Guest owes money (charge-note workspaces). Same flow as invoices. A workspace uses one or the other.
  • Credit charge note — Voids or reduces a charge note. Flow: Issued, Applied.
• Receipt — Payment received. Flow: Issued, Applied. May be Reversed, Partially refunded or Refunded.
  • Refund note — Money returned. Linked to receipt. May be Reversed by a refund reversal note if the refund never reached the guest.
    • Refund reversal note — Cancels a refund note in full because the refund failed or was recorded in error. Linked to the refund note it reverses. The money goes back on the receipt. Flow: Issued (final).
  • Payment reversal note — Payment voided or taken back, for example after a lost dispute. Linked to receipt.

Invoice subtypes (standard invoice workspaces)

• Standard — Rent and fees.
• Damages — Post-checkout charges.
• Corrective — Fixes a previous issued invoice.

How they connect

• Credit notes reduce invoices. Credit charge notes reduce charge notes.
• Receipts pay charge documents through allocations (often auto-allocated on issue).
• Refund notes and payment reversal notes relate to receipts.
• A refund reversal note relates to the refund note it cancels, and through it to the original receipt.

Dedicated pages

• Invoices — the standard charge document and its lifecycle.
• Credit notes — voiding or reducing an issued invoice.
• Charge notes — the alternative charge document.
• Receipts — proof of payment received.

Refund notes, refund reversal notes and payment reversal notes are covered under Refunds and reversals.