---
title: "AdvancePay Security Settings"
slug: "advancepay-security-settings"
updated: 2026-07-26T15:43:54Z
published: 2026-07-26T15:43:54Z
canonical: "help.idibilling.com/advancepay-security-settings"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AdvancePay Security Settings

In the AdvancePay Security folder, you can set Permission Profiles to control access to:

- Auto Renewals, Refund and Renew
- Receive Returns
- Sales and Returns and Sales Requests

#### Auto Renewals, Refunds and Renews

To set permissions for AdvancePay access to Auto Renewals, Refund (including Override Refund Amount and Reverse Refund) and Renew:

1. Access **Admin Console > Security > Profiles > Permission Profiles**.
2. Select the appropriate profile, then access **> Application > CG Client > Customer Management > Customers > AdvancePay**.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/45522.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A11%3A39Z&se=2026-11-14T12%3A11%3A39Z&sr=c&sp=r&sig=E9WB7MFGMYlIxVlb5XmwIUQIpGMFLduTaET9fLw3N6s%3D)

#### Receive Returns

To set permissions for AdvancePay Receive Returns:

1. From within the Admin Console Permission Profiles, access **Application > CG Client > POS > Front Office > Receive Returns > Advanced Edit > AdvancePay Product.**

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/45666.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A11%3A39Z&se=2026-11-14T12%3A11%3A39Z&sr=c&sp=r&sig=E9WB7MFGMYlIxVlb5XmwIUQIpGMFLduTaET9fLw3N6s%3D)

#### Sales and Returns

To set permissions for AdvancePay Sales and Returns:

1. From within the Admin Console Permission Profiles, access **Application > CG Client > POS > Front Office > Sales and Returns > Advanced Edit > AdvancePay Product**.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/45667.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A11%3A39Z&se=2026-11-14T12%3A11%3A39Z&sr=c&sp=r&sig=E9WB7MFGMYlIxVlb5XmwIUQIpGMFLduTaET9fLw3N6s%3D)

#### Sales Requests

To set permissions for AdvancePay Sales Requests:

1. From within the Admin Console Permission Profiles, access **Application > CG Client > POS > Front Office > Sales Requests > Advanced Edit > AdvancePay Product**.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/45668.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A11%3A39Z&se=2026-11-14T12%3A11%3A39Z&sr=c&sp=r&sig=E9WB7MFGMYlIxVlb5XmwIUQIpGMFLduTaET9fLw3N6s%3D)