Self-Service Overview

The Limio Self-Service portal allows a subscriber to manage their subscription. You will find here a description of the standard functionalities in it.

If you are using Limio for Zuora, all the changes happening in the portal will be made into Zuora. Learn more on How Limio Events Update Zuora.

View Subscriptions

Limio allows subscribers to see 1 or multiple subscriptions stored in Limio. For each subscription, they can see key information such as their Product, Term, Start Date and Renewal Date. They can then go into different part of the self-service portal, such as the cancel or upgrade/downgrade experience.

The Limio Self-Service portal can aggregate multiple subscriptions that might sit on different accounts/systems to provide a unified view to the subscriber. Each subscription can have different level of allowed changes.

Component: Orders-Table

View and Edit Payment Methods

Subscribers can also manage their payment methods within the Limio Self-Service Portal. Depending on your billing provider and payment gateway, Limio can support updates to debit/credit cards, ACH, and PayPal. Subscribers can also edit their default payment method.

Users can also view their payment history.

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View and Pay Invoices

Customers can view their invoices in self-service. Users can download a specific invoice, and pay any open invoices, both partially or in full. This makes it easier and quicker for users to pay outstanding balances, as well as having one central view to see all invoices.

View and Edit Addresses

Billing and delivery addresses can be managed by subscribers in the Limio Self-Service Portal. Billing address will be tied to the payment methods, whereas the delivery address will only be shown for physical subscriptions.

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Switch (Upgrade/downgrade) subscription

Subscribers can switch (upgrade or downgrade) their subscriptions via a dedicated flow. The change could be do a different product or a change in term, for example monthly to annual. They can also edit the quantity of their subscription. The upgrade or downgrade experience can be defined either via links between offers or via customer segmentation. Learn more at

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Cancel & Cancel/Save

Subscribers can cancel a subscription by going into a dedicated experience. The experience can be customised to collect cancel reasons, offer special discounts, and be personalised. More details is available on

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Renew subscription

The Limio Self-Service portal can also detect subscriptions due for renewal or that are inactive and could be renewed. Learn more on

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View Customer Details

The Limio Self-Service portal can allow a customer to see and manage their personal details, such as their email, name, password and phone.

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Custom experiences

Limio Self-Service use the same component framework as the Limio Shop and can be extended to cover more use cases. Learn more at: Custom Components.