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 today

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