This article goes over all the Firmhouse project setup steps to take after setting up the Firmhouse Shopify app.

Firmhouse allows you to create as many tax rates or tax categories as you need. You can then apply tax rates to each of your products, plans, and have a project-wide default.

After creating a new project Firmhouse automatically creates a default tax rate for you. So be sure to edit this tax rate or create a new one before going live.

🏦 Managing tax rates

Let's get your Firmhouse project configuration started with an easy step: information about your business. We'll navigate to Settings > Your business to fill these details in.
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🎨 Branding
The first section on this configuration page is the Branding one. We have 2 actions to take here:
✅ Choose a company logo. If the upload doesn't show right away, click on "Update project" to get the picture to load.
✅ Select an accent color that fits your company's branding. This color is used in some areas of the SSC.
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​🗃️ Public business information
​The second section, further down the page requests your Public business information:
​✅ Your company name, which will be shown during checkout and in the SSC
✅ Your company information, which will be added to the invoices generated in Firmhouse. Make sure you enter all legally required fields here, based on the country that you're operating from.
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As a customer, having the full shopping experience in the language you're most comfortable with is always great. Firmhouse currently supports 10 languages* you can choose from. Your selection will influence the languages available on the checkout page, email, and Self Service Center.
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​* If you'd like to sell in a language not on the list, please contact us to see if it can be added.

By setting up countries, you choose which countries you'd like to ship to. Your customers will have these options when updating their shipping addresses.
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More information on 🌍 Selling in multiple languages.

It's great to be paid on time, but unfortunately, that doesn't always happen. There are several settings you can configure to have more control when it comes to payments. We'll navigate to Settings>Payment dunning to set them up.
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When working with SEPA DD and subscriptions, you must take in consideration that payments take on average 2 business days to reach their final state, but can take up to 2 weeks in certain periods.
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In this context, you must decide how you would like to handle shipping for recurring orders. There are 2 options:

There is no right or wrong approach here. Each business should choose for themselves what works best for their company size, industry and customer base.

💡 In Firmhouse, we use a non-paying status to mark customers who have missed their last payment. We also block further orders from being generated, so you don't ship products to a customer with payment issues. Read more about this logic here.

You can decide what to do when a payment fails. You can choose from automatically retrying the payment several times before marking the customer as non-paying or immediately marking customers as non-paying.
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Would you like to work with invoice payment terms? Then you can set this up and enable automatic reminders to ensure that your customers are aware of each outstanding invoice.
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Learn more about the "under the hood" mechanisms of payment dunning here.

We offer 2 options for out-of-the-box communication to your customers: Firmhouse and our Klaviyo integration.

Firmhouse has a series of transactional emails that can be set up to inform customers of successful sign-ups, upcoming payments, or overdue invoices. By default, transactional emails are sent directly from Firmhouse, where you can edit the standard HTML email template and dynamically insert customer data.
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This option is great for teams who want to get things set up fast and without a hassle.
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​Set up your emails with Firmhouse

Would you rather use a separate service for your transactional emails? You can opt for our Klaviyo integration. Once the integration is set up, you can send triggers from Firmhouse to cover the same scenarios and dynamic information as with the Firmhouse mailing option. Additionally, Klaviyo can be used for data segmentation and email marketing.
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Most often, the teams we see opting for Klaviyo work with more complex marketing strategies and have the internal capacity to set up and maintain the Klaviyo setup.

Set up your emails with Klaviyo

When working with Shopify, we advise you use the Shopify shipping rates to maintain a cohesive experience for your customers.
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You can read more about how to this works and how to enable it here.

👤 Configure your Self Service Center

🚀 Get informed on how to run your business through Firmhouse