In this guide, we will show you how to Refund a Supplier Card Payment within the Finance Module.

Access: The minimum permissions required to Refund a Supplier Card Payment are found in the Finance Module of Config > Setup > Roles and Permissions.

To begin, go to Module > Finance > Payment Processing.

To process a refund, double click on the Card Payment row in the Payment Enquiry panel.

Select an Invoice row in the Selected Payment Detail panel and click Refund.

In the Refund Card Payment pop up, complete the Reason for Refund and Amount to Refund (£) (must be less that Available to Refund (£) fields. Click Save.

Click Yes.

The Status column in the Payment Detail panel updates to show there has been a partial or full refund against that payment.

The Refund Value (£) column in the Selected Payment Detail panel displays the amount refunded.

Further refunds can be made against a partial refund, by repeating the steps until the Available to Refund (£) value is zero.

Note: The system will generate a Journal for the Amount to Refund (£) value, this will reflect in the Supplier Balance.