Payment permissions allow you to control what each staff member can view or do related to payments.
Use this guide to understand each permission and decide who should have access to payment setup, transaction details, checkout actions, refund processing, and cash drawer management.
Go to Setting > Staff > Role permission > Payments to set up.
Access payment settings
View payout & dispute details under Payments > Card processing > Transaction activity
Add/edit payment methods and tip collection under Settings > Payments
Add in a bank accounts for MoeGo Pay payouts*
Set up payment preferences (custom fee/tipping screen, etc.)
Manage card reader location & device settings
*Only Owner account can request a bank account be switched to the primary payout account
Process payments
Take payments on invoices
Process refunds through the clients' profiles
View invoices of appointments
View payment transaction details
Remove processing fee by client
Remove the convenience fee on the invoice when checking out.
This will appear when business sets the credit card processing fee to be paid by clients under Payment > Card processing:
Access auto tipping
Update the auto-tipping settings per client through their profile
Requires access to client profiles
Process cash drawer balance
Allows staff to view and update the business’s cash drawer balance and record cash adjustments.
