Automatic Refund on Cancellation
When a subscription is cancelled, Limio can automatically trigger a refund in Zuora for any overpayment. This is controlled by the "Automatically refund cancelled subscriptions" setting.
How it works
When a cancellation order is processed and this setting is enabled, Limio will:
Preview the cancellation in Zuora to calculate the amount owed or overpaid.
If the preview shows a negative amount (i.e. an overpayment by the customer), Limio adds refund processing options to the Zuora cancel order.
Zuora then creates a Credit Memo and processes the refund automatically as part of the cancellation.
If the preview amount is zero or positive (no overpayment), no refund is triggered — even with the setting enabled.
Prerequisites
The user or API client processing the cancellation must have the
order:update_refundpermission in Limio. Without this permission, the cancellation will fail with an error.
Configuration
In Limio, go to Settings > Zuora > Cancel.
Enable "Automatically refund cancelled subscriptions".
The setting is off by default.
Future-dated cancellations: Refunds are only triggered when the Zuora preview indicates an actual overpayment. A future-dated cancellation that extends beyond the current billing period will not trigger a refund unless an overpayment exists.
Related
How Limio Events Update Zuora — overview of all customer journeys and how they update Zuora
Subflow: Refund — manual refund flow in Limio for Salesforce
Recommended Custom Fields in Zuora — custom fields populated by Limio orders
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