Refunds, credits and disputes

1. 01

   Step 1: Credit an invoice

   Use a credit note to reduce or cancel what the client owes.

2. 02

   Step 2: Refund a payment

   Choose the payment and the amount. Partial refunds are fine. Refunding a payment is not the same as crediting an invoice.

3. 03

   Step 3: Track a dispute

   If a client disputes a card payment, it appears with its own status and the evidence you send.

4. 04

   Step 4: Client view

   Clients see “Refund on its way” with a typical timeframe, then “Refunded”.

Written from the Casevoya product specification (FIN-07, FIN-13). Screens and wording may change before launch.