In this guide, we show How to Post a Credit Card Refund in the MAT Finance Module.
Access: The minimum permissions required to Post a Credit Card Refund are found in the Finance Module section of Config > Setup > Roles & Permissions.
Related guides:
To begin, 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 (£).
Click Add New Record.
Complete all of the fields as required and then click the Tick under the Actions column.
Click Add New Records again if required.
Once all is complete, press Post & Allocate or Post.
Click Continue to Continue.
A notification is displayed showing that the Credit Card Refund has been created successfully.
