One of the most important overviews in Firmhouse is the Customers overview. Here you can view all your customers and click on them to see more details.
You can access the Customers overview in the menu on the left:
Filters in the Customers overview
As you can see there are different filters on the top:
- All customers
- Non paying: a customer is marked as non paying if payment failure is due to another reason than insufficient funds, or if the customer has 3 or more failed payments
- Pending cancellations: the customer has cancelled their subscription but still has to return their device
- Cancelled: the customer has cancelled their subscription and returned the device
Exporting the Customers list
If you want to export the list of customers in a CSV format you can easily do so by clicking on the Export to CSV button on the top-right. The file will be downloaded right away:
Viewing a Customer's details
By clicking on a specific customer you can view more details on them, as it will bring up the Customer detail page. Read this article for an explanation on the customer detail page.