Payment Providers

The payment provider collects the card details in its own secure form. Limio stores the token that the provider returns.

Limio for Salesforce supports two payment providers: Zuora and Stripe. You set one provider for your org. Every flow that takes or changes a payment follows it: the acquisition journey, Change Payment, and the actions that agents see on a subscription.

What the setting controls

Journey	With zuora	With stripe
Acquisition	Zuora hosted payment page	Stripe Payment Element
Change Payment	Payment Selection screen	Stripe payment screens, for a new or a saved payment method
Cancel	Cancel flow	Cancel V2 flow
Change the subscription	Manage Add-Ons	Update Subscription

Actions available to agents

When no Subscription Actions matches a subscription, the package shows these actions by default:

Action	With zuora	With stripe
Cancel	Yes	Yes
Change Payment	Yes	Yes
Change Address	Yes	Yes
Manage Add-Ons (Zuora) or Update Subscription (Stripe)	Yes, when switched on	Yes
Switch	Yes	No
Renew	Yes	No
Refund	Yes	No
Redeem Gift	Yes, when switched on	No
Pause Print	Yes, when set up	No
Credit Memo	Yes, when switched on	No
Revert Cancel	Yes	No

Each action also depends on the subscription, for example on its status. Manage Add-Ons, Update Subscription, Credit Memo and Revert Cancel show in the Manage Subscriptions flow only.

To switch on Manage Add-Ons, Redeem Gift or Credit Memo, see Custom Metadata Types. Pause Print needs a pause_print custom order type in Limio.

If you move an org from Zuora to Stripe, check that the Stripe actions cover your agents' journeys before you change the setting on production. Talk to your Limio contact to plan the move.

Availability

Release	Stripe support
13.91	Acquisition journey
13.96	Cancel V2
13.97	Subscription actions
14.00	Change Payment
14.02	Update Subscription

Earlier releases support Zuora only.

After you upgrade, set the Payment Provider value before agents use the org. The field is empty after the upgrade, also on orgs that use Zuora. Existing Zuora customers enter zuora, and nothing else changes for them.

While the field is empty, agents see the error "Payment provider is not configured or not supported" when they open a subscription or start a sale.

Set up the Payment Provider setting

1. Click the gear icon → Setup.
2. In the Quick Find box, type Custom Settings → click it.
3. Find icConfig in the list → click Manage (left of the name).
4. Click New if nothing exists yet, or Edit on the Default Organization Level Value.
5. In the field labelled Payment Provider, enter stripe or zuora in lower case.
6. Click Save.

Set the value at the organisation level only. A profile-level or user-level record overrides the organisation value for those users. If one agent sees different screens from the rest, look for a record at those levels.

Related Resources

• Stripe Payments
• Zuora Hosted Payment Method
• Subflow: Update Subscription

• Subflow: Change Payment