Firmhouse

Using the Customers overview to monitor and find subscriptions

Searching for customers

What information you can find on the Customer detail page & how to use it

Viewing customer details

How to Permanently Delete a Customer's Personal Data

Deleting customer data

Delete the customer or handle GDPR data removal requests

Subscription removal

Bob Jansen

Jeroen Roosenboom

Veronika Tolpeeva

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

Managing customers and their subscriptions

If you receive customer support questions about emails not received, check for instance the customer's email address

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

Change a customers active products as part of a plan change or if you're selling add-on products

Add or remove products from a customer

Change the active plan of a subscription

Cancelling a subscription

For order-based subscriptions, it's possible to update the interval when your customer gets the product shipped.

Change customer order interval

How to change the price of a product and what are the effects on subscriptions

Change product prices

Michiel Sikkes

Modifying a customer's subscription

Recurring charges with iDeal, Bancontact, SOFORT/Klarna

Making sure to collect goods & open payments before cancelling a subscription

Two step cancellation flow

Issuing refunds

How to apply discounts and create discount codes

Giving discounts to your customers

What triggers a payment date versus an invoice date

Payment and Invoice Date Triggers

When your customer needs to be manually invoiced for outstanding payments

Invoice payment links

How can customers update their payment method?

Update a customer's payment method

Generating a Manual Payment

Crediting invoices

Easily mark invoices as paid for payments made outside the Firmhouse platform.

Mark Invoices Paid for External Transactions

Payments and billing

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.