Configure the electronic non-referenced refund role
Know 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.
- Click your username at the top right and navigate to Administration > Manage User Roles.
- Select Payments from the View Role List of list.
- 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.
- Click Save.
- Click your username at the top right and navigate to Administration > Manage Users.
- Select a user to view the user details.
- Click Edit and select the Payments Role that you configured.
- Click Save.