---
schema_version: "1"
id: 388bae78bfdea8d87eea9cdd3c54b9f98e2a1a911b1ebf1eba0e647ce9b3cba4
title: Set Up Refund Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_set_up_refund_management.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_refund_management.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 91616cc5d0c28ab24a9f241ee681708c15c1f01199eb4bd33e86f596be954ae2
description: To automate the billing process and keep detailed records of your transactions, configure billing.
products:
  - Education
release: "264"
---
# Set Up Refund Management

To automate the billing process and keep detailed records of your transactions, configure billing.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud, <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;language=en_US&amp;type=5#revenue_licenses_areas_and_features__billing_features_by_license" target="_blank">Revenue Cloud Advanced, and the Revenue Cloud Billing licenses</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d125645e76">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d125645e76 ">To set up refunds:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d125645e76 ">
              <p>Education Cloud Full Access</p>
              <p>AND</p>
              <p>Education Cloud Student Financials
                Access</p>
              <p>AND</p>
              <p>Billing Operations User permission
                set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Payment Operations User permission set</p>
            </td>

          </tr>
        </tbody>
      </table>

Before you begin:

- [Turn on Education Cloud](https://help.salesforce.com/s/articleView?id=sfdo.ec_enable_education_cloud.htm&language=en_US)
- Configure student financial account management options, [Prepare Your Org for Student Financials](https://help.salesforce.com/s/articleView?id=sfdo.ec_prepare_your_org_for_student_financials.htm&release=264.0.0&type=5 "Enable student financial account management options and configure the necessary permissions for students and staff.").
- To automatically convert negative invoice lines into credit memo lines, make sure that your Billing admin turns on Convert Negative Invoice Lines to Credit Memo Lines. See [Set Up Credit Memo Features](https://help.salesforce.com/s/articleView?id=ind.billing_setup_credit_memo_features_enable.htm&language=en_US).

To set up refunds:

1. From Setup, in the Quick Find box, enter Set Up Education Cloud, and then select **Set Up Education Cloud**.
2. Under **Set Up Student Financial Account Management**, click **Configure Billing and Payments**.
3. To issue refunds to your customers when they reduce or cancel an order, turn on **Issue Refunds and Settle Balances**.
4. To select a credit application level, set **Credit and Payment Application Level**.
    1. To apply credits to a specific line on invoices, select **Invoice Line**.
    2. To apply credits to the total rolled-up balance of invoices, select **Invoice**.
        
        If your Salesforce org has the Revenue Management Billing license, the label of this setting is Credit and Payment Application Level.
5. To automate settlement of invoices by applying credits to posted invoices, turn on **Apply Credits to Posted Invoices**.