Voiding (no payment yet)

1. Use Void when an invoice has been sent but not paid. Voiding marks the invoice as uncollectable in Stripe and Loyva, the customer can no longer pay it.

2. Open the invoice from the Invoices table.

3. Click the actions menu and choose Void invoice.

4. Confirm. Loyva calls the void-invoice edge function which updates Stripe; the status flips to Void.

5. Voided invoices stay visible for audit but can never be paid.

Refunding (already paid)

1. Use Refund when the invoice has been paid and you need to give money back.

2. Open the paid invoice.

3. Choose Refund and pick Full or Partial (enter the amount).

4. Optionally pick a reason: duplicate, fraudulent, requested by customer.

5. Confirm. Stripe processes the refund back to the original payment method.

6. The invoice status updates to Refunded (full) or stays Paid with a refund recorded against it (partial).

Which one do I use?

• Unpaid mistake → Void.

• Paid in error or customer requests money back → Refund.

• Paid the wrong customer → Refund, then issue a fresh invoice to the right customer.

Note: Refunds settle from your Stripe balance. If your balance is too low, Stripe pulls from your linked bank account.