Managing customers and their subscriptions

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

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16 articles in this collection
Written by Bob Jansen, Yann Schaub, Bram and 2 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

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

Giving discounts to your customers

Learn how to apply discounts to products and plans

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

Finances, invoices, and generating credit notes for refunds

How to generate a credit note

Written by Bob Jansen
Updated over a week ago