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.
Some sensitive payment actions, including changing the primary bank account used for MoeGo Pay payouts, are available only to the Account Owner and cannot be granted through role permissions.
Go to Settings > Staff > Role permissions > Payments to configure these permissions.
Access Payment Settings:
View payout & dispute details under Payments > Card processing > Transaction activity
Add/edit payment methods and tip collection under Settings > Payments
Set up payment preferences (custom fee/tipping screen, etc.)
Manage card reader location & device settings
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.
Changing Bank Account for Payouts:
Account Owner Only* Only the Account Owner can change which bank account is used as the primary payout account. To make this change, go to:
Payment > Card processing > Banking information > More
Select the bank account you want to use, then click Set as Primary.
If the selected bank account was previously verified, the change should process without additional verification. A newly added or previously unverified bank account may need to be automatically verified by Stripe. Contact MoeGo Support if verification cannot be completed or the account remains restricted.
