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

Cancellation Feedback and Prevention Flows

Control what happens when customers cancel their subscription

Plan-Level Cancellation Strategies

Bob Jansen

Jeroen Roosenboom

Yasen Tomov

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

Ensure product returns & collect 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

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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