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Running your business through Firmhouse
Running your business through Firmhouse
What you need to know once you are live and running your business with us.
By Bob and 5 others
6 authors
59 articles
Managing customers and their subscriptions
Explaining the Customers overview
Finding a customer
Viewing customer details
Monitoring Customer Status
Deleting customer data
Subscription removal
Modifying a customer's subscription
6 articles
Payments and billing
10 articles
Customer Account Portal
Referrals [Alpha]
Introducing SSC 1.5: A Fresh Look for Your Store
Upgrades to Prepaid plans
Common features and actions
2 articles
Order-based product subscription
2 articles
Failed payments and dunning
Overview of payment dunning options
What happens when a customer is marked as Non Paying?
What happens when a customer's payment fails?!
Reminding your non-paying customers of their outstanding invoices
Disable automatic charging of non-paying customers
Reports and Exports
Generating reports of your data
Outstanding invoices on date
Outstanding Invoices
Metrics Dashboard
Sell through Service Channels
Introduction to Service Channels
BCC a Service Channel on every email
Login and account questions
Changing your password in Firmhouse
Entering your Two Factor Authentication code
Platform offboarding
Checklist: Stopping Your Product or Ending Subscriptions with Firmhouse
Discounts and discount codes
Managing discount codes
Customizing discounts per product
Disable discount on initial authorization-only payments
Asset tracking
Introduction to Asset tracking
Managing assets
3 articles
Custom asset fields
2 articles
Orders, fulfilment, and logistics
Remind people to return their product after cancelling
Sending out Track and Trace emails to customers
How to find a customer's Track & Trace code
Return Orders
1 article
Team members and user management
Manage team members access to your Firmhouse project
Available user roles