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Zuora Billing

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Cancel and refund credit balances

Configure the electronic non-referenced refund role

Learn how to configure the electronic non-referenced refund role.

To be able to create electronic non-referenced refunds, you must add the Credit Balance Electronic Refund permission to a new or existing role, and then assign that role to one or more users.

  1. Click your username at the top right and navigate to Administration > Manage User Roles.
  2. Select Payments from the View Role List of list.
  3. Edit an existing role, or create a new role and enable the Credit Balance Electronic Refund permission.

    If you are creating a new role, enable all permissions that you want the users to have, including the Credit Balance Electronic Refund permission.

  4. Click Save.
  5. Click your username at the top right and navigate to Administration > Manage Users.
  6. Select a user to view the user details.
  7. Click Edit and select the Payments Role that you configured.
  8. Click Save.

Last updated: April 28, 2026