Who can change billing settings and issue refunds?
Auto-invoice settings and refunds are owner or super admin territory. Center admins run day-to-day billing and can manage late-fee policy.
The split, from most to least restricted:
- Organization owner only: currency, tax details, and legal information under Settings.
- Super admin: auto-invoice settings (enable, Generate Ahead, Due After, Auto-Send), refunds, the Upcoming forecast, payout accounts and payment settings on Finances.
- Center admin: day-to-day billing for their center: billing plans, invoices, discounts, subsidies, and the late-fee policy (amount, grace period, and the auto-apply toggle).
Two gotchas this explains:
- A center admin can see the Auto-Invoice Generation panel, but saving fails. The panel is visible on the Invoices page, and every save is refused with a permission error. That is the intended split, not a glitch: ask a super admin to change it.
- A center admin can open a refund but the server refuses it. Refunds are owner-level actions.
If a director genuinely runs your billing, make them a super admin rather than fighting the boundary.
Related: Give a center admin finance access, Issue a refund, Auto-generate invoices on a schedule.
Related articles
What can each staff role do?
Teacher, Center Admin, Super Admin, and what each one sees, plus the handful of things only the organization owner can touch.
What's the difference between role and job title?
Role controls what someone can see and do. Job title is a free-text label for humans and changes nothing about access.
Who can see the Finances page?
Super admins always. A center admin needs the per-person finance access grant, and even then sees a scoped view of their own center only.
An employer is paying a family's tuition. How do I bill them?
Add the employer as an agency with automatic statements, then give the child a full-tuition award. The employer gets emailed invoices only, and nothing else about the child.
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