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Managing customers and their subscriptions

Managing customers and their subscriptions

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

Bob Jansen avatar Yann Schaub avatar B +2
20 articles in this collection
Written by Bob Jansen, Yann Schaub, Bram and 2 others

Return orders

Learn how to keep track of product returns.
Yann Schaub avatar
Written by Yann Schaub
Updated over a week ago

Explaining the Customers overview

How to use the Customers overview in Firmhouse in managing your subscription business
Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

Finding a customer

How to find a specific customer in the Firmhouse database
Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

Viewing customer details

What information you can find on the Customer detail page & how to use it
Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

Monitoring Customer Status

Find non-paying, pending cancellation, & cancelled customers in one overview
Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago
Modifying a customer's subscription

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

If you receive customer support questions about emails not received, check for instance the customer's email address
Jeroen Roosenboom avatar
Written by Jeroen Roosenboom
Updated over a week ago

Add or remove products from a customer

Change a customers active products as part of a plan change or if you're selling add-on products
Yann Schaub avatar
Written by Yann Schaub
Updated over a week ago

Change the active plan of a subscription

Updating a customer's subscription plan
B
Written by Bram
Updated over a week ago

Cancelling a subscription

Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

Change customer order interval

For order-based subscriptions, it's possible to update the interval when your customer gets the product shipped.
Jeroen Roosenboom avatar
Written by Jeroen Roosenboom
Updated over a week ago
Payments and billing

Two step cancellation flow

Making sure to collect goods & open payments before cancelling a subscription
Yann Schaub avatar
Written by Yann Schaub
Updated over a week ago

Issuing refunds

Michiel Sikkes avatar
Written by Michiel Sikkes
Updated over a week ago

Giving discounts to your customers

How to apply discounts and create discount codes
Michiel Sikkes avatar
Written by Michiel Sikkes
Updated over a week ago

Payment and Invoice Date Triggers

What triggers a payment date versus an invoice date
Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

What happens when a customer's payment fails?!

Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

How to send a link to your customer to pay an invoice directly

When your customer needs to be manually invoiced for outstanding payments
Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

Explaining how your customer can update their payment method

Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

Reminding your non-paying customers of their outstanding invoices

Learn how to set up an email that automatically reminds your non-paying customers of their outstanding invoices.
Yann Schaub avatar
Written by Yann Schaub
Updated over a week ago

Generating a Manual Payment

Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

Crediting invoices

Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago