# Self-Service Overview The Limio Self-Service portal enables subscribers to manage their subscriptions. Below is a description of its standard functionalities. You can also find all the Self-Service components here: {% content-ref url="" %} {% endcontent-ref %} Changes made in the self-service portal are synced to your billing provider in real time: * If you use Zuora, see [https://docs.limio.com/integrations/keeping-zuora-and-limio-in-sync/how-limio-events-updates-zuora-for-commerce](https://docs.limio.com/integrations/keeping-zuora-and-limio-in-sync/how-limio-events-updates-zuora-for-commerce "mention") * If you use Stripe Billing, see [https://docs.limio.com/integrations/keeping-stripe-and-limio-in-sync/how-limio-events-update-stripe](https://docs.limio.com/integrations/keeping-stripe-and-limio-in-sync/how-limio-events-update-stripe "mention") ## **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. ![Order Table component](/files/rVaciX9s3JNIwjPPcqn2) ## **Claim a Subscription Purchased Anonymously** For scenarios where someone purchases as a guest and later signs in to manage their subscription, Limio supports **claiming ownership** of a guest-purchased subscription. Once claimed, the subscription appears in the self-service portal exactly like one purchased while signed in. See [Guide: Claim subscription ownership after guest checkout](https://docs.limio.com/guides/feature-implementation-guides/guide-claim-subscription-ownership-after-guest-checkout) for the full implementation pattern. ## **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. {% tabs %} {% tab title="Saved Payment" %} The **Saved Payment Methods** component allows customers to view, manage, and delete their saved payment methods within a self service Finance Portal. This reduces reliance on sales or support staff and helps businesses avoid lost revenue by allowing multiple methods to be stored and a fallback method used if the default fails. ![](/files/AfpSU9lNoIJsEwOpv0pr) {% endtab %} {% tab title="Payment History" %} The **Payment History** component allows customers to view their historical payments in a self-service Finance Portal. This improves transparency and reduces support requests by letting users check payment dates, statuses, amounts, and methods directly, without contacting sales or account managers. ![](/files/5w6mJMVyywSBm8j8SL3G) {% endtab %} {% tab title="Self-Service Form" %} The **Self-service Form** component allows your customers to perform a variety of self-service use cases. It is designed for use cases such as adding a new payment method and updating contact details. Unlike the Checkout Form, the Self-service Form is dedicated to post-purchase account management.

https://docs.limio.com/components/component-library/self-service-components/component-self-service-form

{% endtab %} {% endtabs %} ## **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. ![Invoice table component](/files/bnKp14ZyJxj0NwtBTQS9) ## **Upgrade/downgrade subscription** Subscribers can switch (upgrade or downgrade) their subscriptions via two dedicated flows: {% tabs %} {% tab title="Update Subscription (B2B)" %} Update subscription: This flow is geared towards multi-products, hybrid pricing, concurrent changes that are typical in B2B scenarios. It could be for example an upgrade to a higher tier, a change in seats, and an add-on purchase on volume pricing. Learn more at [Create Update Subscription Experience](/product/self-service/what-are-the-standard-functionality-of-limio-self-service-manage-my-account/how-to-configure-an-update-subscription-flow.md).
{% endtab %} {% tab title="Switch (B2C)" %} Switch flow: This flow is geared towards simple, one-product changes that are typically in B2C scenarios. They could be do a different product or a change in term, for example monthly to annual. The upgrade or downgrade experience can be defined either via links between offers or via customer segmentation. Learn more at [Create Personalised Switch Experience](/product/self-service/what-are-the-standard-functionality-of-limio-self-service-manage-my-account/how-to-create-a-personalised-switch-upgrade-or-downgrade-experience.md) ![](/files/3X0Hq2l0Y1x8rvW1RXqJ) {% endtab %} {% endtabs %} ## **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 [Create Personalised Cancel/Save Experience](/product/self-service/what-are-the-standard-functionality-of-limio-self-service-manage-my-account/how-to-create-a-personalised-cancelsave-experience.md)
## **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 [Create Personalised Renewal Experience](/product/self-service/what-are-the-standard-functionality-of-limio-self-service-manage-my-account/how-to-create-a-personalised-renewal-experience.md)
## **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. ![Customer Table component](/files/XuZBCnaCfLBfagEZ60Bl) ## **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. ![Edit Address component](/files/jTIiotyeP4bpE4b8KDg5) ### **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: [https://docs.limio.com/developers/custom-components](https://docs.limio.com/developers/custom-components "mention"). --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.limio.com/product/self-service/what-are-the-standard-functionality-of-limio-self-service-manage-my-account.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.