MatrixDine Help Center

Payments & Returns

Track money collected and process sale or purchase returns.

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Payment lists

Payments → Sale Payment List

View payments received against customer sales over a period.

  • Reconcile card and cash totals against POS receipts.
  • Track partial payments and outstanding balances on account sales.
  • Purchase Payment List covers supplier payments separately.

Sale returns

Return → Sale

Process refunds or partial returns when a customer returns items.

  • Locate the original sale or create a return against specific items.
  • Stock is restored when returned products are tracked in inventory.
  • Returned amounts appear in reports and affect daily totals.

Gift cards & coupons

Sale → Gift Card List · Coupon List

Promotional tools for prepaid value and discount codes (when enabled).

  • Issue gift cards with a stored balance for redemption at POS.
  • Create coupons with fixed or percentage discounts and validity rules.
  • Apply at POS during checkout.