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.
From the left Menu, go to Finance > New Entry > Credit/Debit Card.
Once the page loads, choose the option Refund.
Next, complete the fields for – Site, Card Holder, Reference and Document Control (£).
Press Add New Record.
Complete all of the fields as required and then press the Tick under the Actions column.
You can press Add New Records again if you need to.
Once all is complete, press Post & Allocate or Post.
You may be asked if you are sure you want to Continue. If so, press Continue.
You will receive a notification that the Credit Card Refund has been created successfully.
