Payments roles

This reference lists the user roles and permissions associated with the Payments role.

See User roles for general information about user roles.

Payments user roles

Your Zuora tenant has one Payments user role by default, the Zuora Payments Standard User role. You can also create custom Payments user roles as needed by clicking Add new role.

Payments permissions

The following table describes the Payments user permissions, and shows whether each permission is enabled for Zuora Payments Standard Users. Unless otherwise noted, all permissions control operations for both the Zuora UI and the APIs.

Area	Permission	Description	Granted to standard user?
Payments	Process External Payment	See Create a payment.	Yes
	Cancel External Payment	See “Cancel a Payment” in Canceling, Voiding, and Deleting Payments .	Yes
	Process Electronic Payment	See Create a payment.	Yes
	Cancel Electronic Payment	See “Cancel a Payment” in Cancelling, Voiding, and Deleting Payments .	Yes
	Override Transferred to Accounting	Change the Transferred to Accounting field of a payment from Yes to a different value.	No
	Delete Payment	Delete voided or cancelled payments.	Yes
	Override Accounting Code	See Overriding Accounting Codes on Payments .	No
	Hide Cancelled Payments	Hide cancelled payments in the list of payments in the Zuora UI and in the Account Summary REST API call response.	No
	Transfer Payment	See Transfer unapplied payments .	Yes
	Apply Payment	Apply payments to invoices or debit memos.	Yes
	Unapply Payment	Unapply the applied payments from invoices or debit memos. See Unapply Payments from Invoices and Debit Memos .	Yes
	Scrub Sensitive Data of Specific Payment Method	Scrub all sensitive data related to a payment method that is stored in Zuora. See Scrub Payment Methods for more information.	No
	Edit Payment Gateway Status	View and edit the Gateway State field in the Zuora UI.	No
	Edit Payment Gateway Routing	Edit and create rules on the Payment Gateway Routing tab. Users without this permission can only view existing rules on the Payment Gateway Routing tab.	For tenants created after the 2024.05.R1 release, this permission is not granted to Standard User by default. For existing tenants, this permission is granted to Standard User by default.
Payment Runs	Manage Payment Runs	Create payment runs. Create scheduled payment runs. Cancel payment runs. Stop payment runs. Delete payment runs. The Process Electronic Payment permission also needs to be allowed for a Manage Payment Runs role to work.	Yes
Refunds	Override Transferred to Accounting	Change the Transferred to Accounting field of a refund from Yes to a different value.	No
	Change Reason Code	Change the reason code on an existing transaction.	Yes
	Issue External Refund	See “Creating a Payment Refund” in Creating Refunds .	Yes
	Issue Electronic Refund	See “Creating a Payment Refund” in Creating Refunds .	Yes
	Cancel External Refund	Cancel an external refund.	Yes
	Cancel Electronic Refund	Cancel an electronic refund.	Yes
	Delete Refund	See Deleting a refund .	Yes
Credit Balance	Override Transferred to Accounting	Change the Transferred to Accounting field of a refund from Yes to a different value.	No
	Credit Balance Electronic Refund	See Cancel and Refund Credit Balances .	No
	Create Credit Balance Adjustment	See Create a Credit Balance Adjustment .	Yes
	Cancel Credit Balance Adjustment	See Cancel a Credit Balance Adjustment .	Yes
	Delete Cancelled Credit Balance Adjustment	Delete cancelled credit balance adjustments.	Yes
	Credit Balance External Refund	See Cancel and Refund Credit Balances .	Yes
Admin	Manage Payments Settings	Allows users to access Payment Settings.	Yes