Set up and operate your recurring model with Firmhouse

How to configure and operate your recurring business model: Payments, Logistics, CRM; as well as everything you need to know about taking care of your customers happy when using Firmhouse…

Bob Jansen avatar Robbert van Geldrop avatar Yann Schaub avatar +5
56 articles in this collection
Written by Bob Jansen, Robbert van Geldrop, Yann Schaub and 5 others
Communicating with your customers

Supported Email Overview

Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

Editing emails sent out to customers

How to edit emails that are sent out to customers for your subscription service in Firmhouse
Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

How to setup HTML emails

Make the emails that we send to your customers spark with HTML
Jeroen Roosenboom avatar
Written by Jeroen Roosenboom
Updated over a week ago

Email template tags

Add dynamic content to personalise the emails that you send to your customers
Michiel Sikkes avatar
Written by Michiel Sikkes
Updated over a week ago

Sending your customer a confirmation email

An example of a purchase confirmation email
Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

Sending your customer an email to let them know their order has shipped

Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

Notifying your customers about their monthly charge

Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

Sending your customer an email to let them know their payment failed

Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

Sending your customer a cancellation confirmation email

Cancellation Instructions for ending a subscription
Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

Sending your customer a cancellation email

Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

Sending purchase offers to your customers

How to send an automatic offer to purchase a product to your customers
Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

List of possible dynamic email tags

Glossary of all the dynamic fields you can use in email templates
Jeroen Roosenboom avatar
Written by Jeroen Roosenboom
Updated over a week ago

Improve email deliverability

Make sure that the mails we send for you are being delivered
Jeroen Roosenboom avatar
Written by Jeroen Roosenboom
Updated over a week ago
Payment and Billing

Giving discounts to your customers

Learn how to apply discounts to products and plans
Dmitrii avatar
Written by Dmitrii
Updated this week

Payment and Invoice Date Triggers

What triggers a payment date versus an invoice date
Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

Firmhouse Payments

Everything you need to know about using Firmhouse Payments
Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

Contract Terms: Minimum Commitment & Grace Cancellation Options

How to configure minimum commitment terms and enable a grace cancellation period
Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

What happens when a customer's payment fails?!

Bob Jansen avatar
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
Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

Explaining how your customer can update their payment method

Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

Generating a Manual Payment

Bob Jansen avatar
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.
Yann Schaub avatar
Written by Yann Schaub
Updated over a week ago

Performing (financial) background checks on every new customer

Learn how to set up automatic and manual acceptance checks for every new customer
Yann Schaub avatar
Written by Yann Schaub
Updated over a week ago

Creating an Acceptance Check on Sign Up

Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago

Taxing your plans and products

Learn how to create and apply tax rates
Yann Schaub avatar
Written by Yann Schaub
Updated over a week ago

Finances, invoices, and generating credit notes for refunds

How to generate a credit note
Bob Jansen avatar
Written by Bob Jansen
Updated over a week ago