Guides / Money & payments

Money & payments

Spend limits & approvals

Caps are per-role limits on refunds and discounts. Past the limit, an action is blocked — or sent to a store admin to approve.

  1. Add a cap

    Sidebar → Money → Spend limits: pick a role, a resource (refund or discount), and a maximum percentage or amount.

  2. Choose what happens

    Decide whether going over blocks the action outright, or requires approval from an admin.

  3. Work normally

    Staff keep working; anything over the limit stops and queues instead of silently draining money.

  4. Approve or reject

    Money → Cap approvals lists what's waiting, with the requested amount next to the limit. Approve issues it; reject leaves it undone.

Good to know: Approving a refund is step-up gated — your passkey or password. Another pair of eyes on money out the door.

Common problems

Nobody on my team can approve

Approvals need a store admin or owner account. If no admin is available, message support on WhatsApp — the green button at the bottom-right.

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