Firmhouse

How to use the Customers overview in Firmhouse in managing your subscription business

Explaining the Customers overview

How to find a specific customer in the Firmhouse database

Finding a customer

What information you can find on the Customer detail page & how to use it

Viewing customer details

Find non-paying, pending cancellation, & cancelled customers in one overview

Monitoring Customer Status

How to Permanently Delete a Customer's Personal Data

Deleting customer data

Bob Jansen

Veronika Tolpeeva

Bram

Learn how to access customer details and how to update or cancel subscriptions.

Managing customers and their subscriptions

If you receive customer support questions about emails not received, check for instance the customer's email address

What to do when customers don't receive your emails?

Change a customers active products as part of a plan change or if you're selling add-on products

Add or remove products from a customer

Change the active plan of a subscription

Cancelling a subscription

For order-based subscriptions, it's possible to update the interval when your customer gets the product shipped.

Change customer order interval

How to change the price of a product and what are the effects on subscriptions

Change product prices

Jeroen Roosenboom

Michiel Sikkes

Modifying a customer's subscription

Recurring charges with iDeal, Bancontact, SOFORT/Klarna

Making sure to collect goods & open payments before cancelling a subscription

Two step cancellation flow

Issuing refunds

How to apply discounts and create discount codes

Giving discounts to your customers

What triggers a payment date versus an invoice date

Payment and Invoice Date Triggers

When your customer needs to be manually invoiced for outstanding payments

Invoice payment links

Explaining how your customer can update their payment method

Generating a Manual Payment

Crediting invoices

Easily mark invoices as paid for payments made outside the Firmhouse platform.

Mark Invoices Paid for External Transactions

Payments and billing

Find answers and get help from Intercom Support and Community Experts

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