In this guide, we will show you how to post a Credit Card Refund in the MAT Finance Module.
Related guides: How To Post a Credit Card Expense / Payment in MAT Finance
Access: The minimum permissions required to carry out this task are found in the Finance Module of Config > Setup > Roles & Permissions.
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From the left Menu, go to Finance > New Entry > Credit/Debit Card.
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Once the page loads, choose the option Refund.
![](https://d3kchveacp7yrb.cloudfront.net/2023/08/Screenshot-2023-08-14-at-09.23.33.png)
Next, complete the fields for – Site, Card Holder, Reference and Document Control (£).
![](https://d3kchveacp7yrb.cloudfront.net/2023/08/Screenshot-2023-08-14-at-09.25.13-2000x493.png)
Press Add New Record.
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Complete all of the fields as required and then press the Tick under the Actions column.
![](https://d3kchveacp7yrb.cloudfront.net/2022/11/c8.png)
You can press Add New Records again if you need to.
Once all is complete, press Post & Allocate or Post.
![](https://d3kchveacp7yrb.cloudfront.net/2023/08/Screenshot-2023-08-14-at-09.28.56.png)
You may be asked if you are sure you want to Continue. If so, press Continue.
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You will receive a notification that the Credit Card Refund has been created successfully.
![](https://d3kchveacp7yrb.cloudfront.net/2022/11/image-118.png)