Firmhouse | Help Center

Running your business through Firmhouse

What you need to know once you are live and running your business with us.

Managing customers and their subscriptions

Searching for customers

Viewing customer details

Deleting customer data

Subscription removal

Modifying a customer's subscription_{6 articles}

Payments and billing_{10 articles}

Customer Account Portal

Introducing SSC 1.5: A Fresh Look for Your Store

Upgrades to Prepaid plans

Common features and actions_{2 articles}

Order-based product subscription_{3 articles}

Referrals_{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

Discounts and discount codes

Managing discount codes

Customizing discounts per product

Disable discount on initial authorization-only payments

Introduction to Asset tracking

Managing assets_{3 articles}

Custom asset fields_{2 articles}

Orders, fulfilment, and logistics

How recurring payments and orders work

Sending out Track and Trace emails to customers

How to find a customer's Track & Trace code

Return Orders_{3 articles}

Team members and user management

Manage team members access to your Firmhouse project

Available user roles