Go to Firmhouse
All Collections
Managing customers and their subscriptions
Managing customers and their subscriptions
Learn how to access customer details and how to update or cancel subscriptions.
B
+1
22 articles in this collection
Written by
Bob Jansen,
Bram,
Michiel Sikkes
and 1 other
Return orders
Learn how to keep track of product returns.
Written by
Michiel Sikkes
Updated over a week ago
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
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
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
Written by
Michiel Sikkes
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
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
Recurring charges with iDeal, Bancontact, SOFORT/Klarna
Written by
Michiel Sikkes
Updated over a week ago
What happens when a customer is marked as Non Paying?
Written by
Michiel Sikkes
Updated over a week ago
Two step cancellation flow
Making sure to collect goods & open payments before cancelling a subscription
Written by
Michiel Sikkes
Updated over a week ago
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
Michiel Sikkes
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
Michiel Sikkes
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