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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.
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+3
17 articles in this collection
Written by
Bob Jansen,
Yann Schaub,
Bram
and 3 others
Explaining the Customers overview
How to use the Customers overview in Firmhouse in managing your subscription business
Written by
Bob Jansen
Updated over a week ago
Finding a customer
How to find a specific customer in the Firmhouse database
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
Written by
Bob Jansen
Updated over a week ago
Monitoring Customer Status
Find non-paying, pending cancellation, & cancelled customers in one overview
Written by
Bob Jansen
Updated over a week ago
Modifying a customer's subscription
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
Written by
Yann Schaub
Updated over a week ago
Change the active plan of a subscription
Updating a customer's subscription plan
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Written by
Bram
Updated over a week ago
Cancelling a subscription
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.
Written by
Jeroen Roosenboom
Updated over a week ago
Payments and billing
Issuing refunds
Written by
Michiel Sikkes
Updated over a week ago
Giving discounts to your customers
How to apply discounts and create discount codes
Written by
Dmitrii
Updated over a week ago
Payment and Invoice Date Triggers
What triggers a payment date versus an invoice date
Written by
Bob Jansen
Updated over a week ago
What happens when a customer's payment fails?!
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
Written by
Bob Jansen
Updated over a week ago
Explaining how your customer can update their payment method
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.
Written by
Yann Schaub
Updated over a week ago
Generating a Manual Payment
Written by
Bob Jansen
Updated over a week ago
Crediting invoices
Written by
Bob Jansen
Updated over a week ago