# Firmhouse Docs

> Firmhouse is the e-commerce platform to grow recurring revenue in Europe

## Docs

- [Audit logs for security events](https://docs.firmhouse.com/billing-and-account/audit-logs.md): Track security events in Firmhouse with audit logs. Export to CSV or stream to Amazon S3, DataDog, or Splunk for SIEM integration.
- [Change your Firmhouse password](https://docs.firmhouse.com/billing-and-account/changing-your-password.md): Reset your Firmhouse account password from your profile settings to keep your merchant account secure and update your login credentials.
- [Privacy statement](https://docs.firmhouse.com/billing-and-account/legal/privacy-statement.md): How Firmhouse processes personal data under GDPR and Dutch AVG privacy legislation, including data handling for products, services, and contacts.
- [Firmhouse service terms and legal agreements](https://docs.firmhouse.com/billing-and-account/legal/service-terms.md): Overview of all legal terms that apply when using Firmhouse software or services, including data processing, master agreements, and policies.
- [Subprocessors of customer data](https://docs.firmhouse.com/billing-and-account/legal/subprocessors.md): List of subprocessors Firmhouse uses to process customer data and personal information, including service categories, locations, and compliance details.
- [Optional third-party services in Firmhouse](https://docs.firmhouse.com/billing-and-account/legal/third-party-services.md): Overview of optional third-party services available on the Firmhouse platform, including payment providers, identity verification, and integrations.
- [Manage your Firmhouse account billing](https://docs.firmhouse.com/billing-and-account/manage-account-billing.md): View invoices and manage billing information for your Firmhouse subscription via the Billing Portal, including granting access to other users.
- [Offboarding checklist for Firmhouse](https://docs.firmhouse.com/billing-and-account/offboarding-checklist.md): Step-by-step offboarding checklist for what to do when you stop selling subscriptions through Firmhouse, including exports, cancellations, and data.
- [Two-factor authentication for your account](https://docs.firmhouse.com/billing-and-account/two-factor-authentication.md): Set up and use two-factor authentication on your Firmhouse account, including how to retrieve authentication codes when logging in to the portal.
- [Set up acceptance checks for customers](https://docs.firmhouse.com/configure/acceptance-checks/setting-up-acceptance-checks.md): Run background and credibility checks on new subscribers to reduce fraud risk when offering expensive products like electronics or rental equipment.
- [Veriff identity verification integration](https://docs.firmhouse.com/configure/acceptance-checks/veriff-identity-verification.md): Connect Firmhouse to Veriff for identity verification, fraud protection, and KYC onboarding using their hosted document verification flow.
- [Subscription activation strategy](https://docs.firmhouse.com/configure/activation-and-cancellation/activation-strategy.md): Configure when subscriptions activate after checkout in Firmhouse: automatic activation by default or manual activation for greater merchant control.
- [Automatic anonymization after cancellation](https://docs.firmhouse.com/configure/activation-and-cancellation/automatic-anonymization-after-cancellation.md): Automatically anonymize and archive cancelled subscriptions after a configurable delay to remove personal data while retaining historical records.
- [Cancellation feedback and winback flows](https://docs.firmhouse.com/configure/activation-and-cancellation/cancellation-feedback-prevention.md): Enable the Firmhouse cancellation flow to collect feedback, prevent immediate churn, and offer winbacks during the customer cancellation steps.
- [Two-step cancellation flow](https://docs.firmhouse.com/configure/activation-and-cancellation/two-step-cancellation-flow.md): Use the two-step cancellation flow to ensure product returns and outstanding payments are handled before a subscription is finally cancelled.
- [Define custom fields for assets](https://docs.firmhouse.com/configure/assets/custom-asset-fields.md): Add custom fields to your Firmhouse assets to track damages, purchase dates, serial numbers, and any other attributes relevant to your stock.
- [Introduction to asset tracking](https://docs.firmhouse.com/configure/assets/introduction-to-asset-tracking.md): Track unique physical products assigned to customers in Firmhouse with real-time visibility into which assets are in use, stored, or returned.
- [Configure checkout customer fields](https://docs.firmhouse.com/configure/checkout/customer-fields.md): Show, hide, or require customer fields on Firmhouse Checkout to collect exactly the information you need from subscribers during signup.
- [Conditionally disable transactional emails](https://docs.firmhouse.com/configure/customer-communication/conditionally-disable-emails.md): Disable specific Firmhouse transactional emails using toggles or conditions to match your communication strategy and avoid duplicate messaging.
- [Customers not receiving emails](https://docs.firmhouse.com/configure/customer-communication/customers-not-receiving-emails.md): Troubleshoot why customers may not receive emails sent from Firmhouse, including spam filters, blocked addresses, and email deliverability issues.
- [Edit transactional email templates](https://docs.firmhouse.com/configure/customer-communication/editing-emails.md): Edit Firmhouse transactional email templates directly in the portal to customize subject lines, content, and branding for your subscribers.
- [Email template tags reference](https://docs.firmhouse.com/configure/customer-communication/email-template-tags.md): Practical examples of Firmhouse email template tags you can use to inject dynamic content like customer details, orders, and invoices into emails.
- [Improve email deliverability](https://docs.firmhouse.com/configure/customer-communication/improve-email-deliverability.md): Set up SPF, DKIM, and DMARC records to improve email deliverability and ensure Firmhouse emails sent on your behalf reach your customers' inboxes.
- [Klaviyo example email templates](https://docs.firmhouse.com/configure/customer-communication/klaviyo-example-templates.md): Example JSON payloads for sending Firmhouse customer notifications to Klaviyo instead of email, with templates for common subscription events.
- [Liquid tags for dynamic content](https://docs.firmhouse.com/configure/customer-communication/liquid-tags.md): Use Liquid tags in Firmhouse email templates, webhooks, and payment descriptions to insert dynamic content like customer names and order details.
- [Set up email from addresses](https://docs.firmhouse.com/configure/customer-communication/setup-email-from-addresses.md): Configure the from name and reply-to address used by Firmhouse for automated customer emails so subscribers recognize your brand and reach support.
- [Supported customer emails overview](https://docs.firmhouse.com/configure/customer-communication/supported-emails-overview.md): Complete list of transactional emails Firmhouse can send to your customers, including order confirmations, payment reminders, and cancellation notices.
- [Send Firmhouse emails through Klaviyo](https://docs.firmhouse.com/configure/customer-communication/using-klaviyo.md): Step-by-step guide to setting up Klaviyo with Firmhouse so you can send transactional email notifications to subscribers through your Klaviyo account.
- [Debt collection with Intrum](https://docs.firmhouse.com/configure/debt-collection/intrum.md): Integrate Firmhouse with Intrum to automate dunning and debt collection for unpaid customer invoices across global markets and currencies.
- [Block discounts on Shopify subscription checkouts](https://docs.firmhouse.com/configure/discounts/block-discounts-shopify-checkout-extension.md): Use the Firmhouse Shopify Checkout Extension to prevent subscription checkouts from accepting discount codes or active discounts during signup.
- [Disable discounts on specific products](https://docs.firmhouse.com/configure/discounts/disabling-discounts-per-product.md): Exclude individual products from any discount in Firmhouse so customers cannot apply discount codes or promotions to certain items in your catalog.
- [Discounts on Shopify Native Checkout](https://docs.firmhouse.com/configure/discounts/discounts-on-shopify-checkout.md): Promotion options available at the Shopify Native Checkout for Firmhouse subscriptions, including discount codes, automatic discounts, and limits.
- [Give discounts on subscriptions](https://docs.firmhouse.com/configure/discounts/giving-discounts.md): Offer percentage or fixed discounts on initial and recurring payments in Firmhouse, including time-limited offers like 20% off the first three months.
- [Manage discount codes](https://docs.firmhouse.com/configure/discounts/managing-discount-codes.md): Create and manage discount codes in Firmhouse that customers can apply during checkout or when creating subscriptions through the Firmhouse API.
- [Tiered discounts for multiple products](https://docs.firmhouse.com/configure/discounts/tiered-discounts.md): Set up tiered discounts in Firmhouse to automatically apply higher discount percentages when subscribers add more eligible products to their plan.
- [Collect extra customer fields](https://docs.firmhouse.com/configure/extra-fields.md): Define extra fields on Firmhouse Checkout to collect additional information from customers during signup, beyond the standard address and contact data.
- [Add your logo to the Firmhouse Checkout](https://docs.firmhouse.com/configure/firmhouse-checkout/add-logo-to-checkout.md): Brand the Firmhouse Checkout and Self Service Center with your logo and accent color so your customer-facing pages match your company's visual identity.
- [Build advanced checkout URLs](https://docs.firmhouse.com/configure/firmhouse-checkout/advanced-checkout-urls.md): Create custom Firmhouse Checkout URLs that pre-load multiple products, plans, and quantities so customers land on a ready-to-complete checkout.
- [Add analytics tracking scripts](https://docs.firmhouse.com/configure/firmhouse-checkout/analytics-tracking-scripts.md): Add Google Tag Manager and other analytics tracking scripts to the Firmhouse Checkout so you can track visits, conversions, and other key metrics.
- [B2B checkout configuration](https://docs.firmhouse.com/configure/firmhouse-checkout/b2b-checkouts.md): Set up a separate B2B checkout in Firmhouse that collects business details like company name while keeping your B2C checkout flow simple for consumers.
- [Checkout pages for products and plans](https://docs.firmhouse.com/configure/firmhouse-checkout/checkout-pages-products-plans.md): Find and customize the auto-generated Firmhouse checkout pages for each of your products and plans, including URLs, layout, and configuration options.
- [Collect marketing consent at checkout](https://docs.firmhouse.com/configure/firmhouse-checkout/collect-marketing-consent.md): Add a marketing opt-in checkbox to the Firmhouse Checkout so customers can consent to promotional emails and build a GDPR-compliant marketing list.
- [Conversion tracking on Firmhouse Checkout](https://docs.firmhouse.com/configure/firmhouse-checkout/conversion-tracking.md): Track e-commerce conversions and order values from the Firmhouse Checkout using data-trackable-payment-status events or post-checkout redirects.
- [Custom checkout domain on Cloudflare](https://docs.firmhouse.com/configure/firmhouse-checkout/custom-checkout-domain-cloudflare.md): Configure Cloudflare for a custom Firmhouse Checkout domain, including disabling Rocket Loader and other optimizations that break checkout scripts.
- [Custom checkout form validations](https://docs.firmhouse.com/configure/firmhouse-checkout/custom-form-validations.md): Add custom form field validations on the Firmhouse Checkout to limit who can sign up for your subscription based on rules you define per field.
- [Disable discount on initial payment](https://docs.firmhouse.com/configure/firmhouse-checkout/disable-discount-initial-payment.md): Configure the Firmhouse Checkout to only collect a small initial payment without applying recurring discounts, useful for direct debit-only signups.
- [One-time e-commerce checkouts](https://docs.firmhouse.com/configure/firmhouse-checkout/one-time-e-commerce-checkouts.md): Use Firmhouse Checkout for one-time e-commerce purchases alongside subscriptions, giving customers a consistent experience across all order types.
- [Set up one-time products](https://docs.firmhouse.com/configure/firmhouse-checkout/one-time-products.md): Configure one-time products in Firmhouse that ship once instead of recurring, ideal for add-ons, accessories, and starter packs alongside subscriptions.
- [Pre-fill Firmhouse Checkout fields](https://docs.firmhouse.com/configure/firmhouse-checkout/pre-fill-checkout-fields.md): Pre-fill Firmhouse Checkout fields via URL parameters to save customers time, increase conversion rates, and personalize the subscription signup flow.
- [Redirect customers after checkout](https://docs.firmhouse.com/configure/firmhouse-checkout/redirect-after-checkout.md): Send subscribers to a custom URL after completing the Firmhouse Checkout, useful for order confirmation pages, thank-you pages, or upsell flows.
- [Set up a Firmhouse checkout page](https://docs.firmhouse.com/configure/firmhouse-checkout/setup-checkout-page.md): Walk through creating a Firmhouse checkout page you can link to from your webshop so customers can subscribe to your products in just a few clicks.
- [Enable a shopping cart on checkout](https://docs.firmhouse.com/configure/firmhouse-checkout/shopping-cart.md): Enable the shopping cart in Firmhouse Checkout so customers can subscribe to multiple products or plans together in a single checkout transaction.
- [Two-step signup for retail](https://docs.firmhouse.com/configure/firmhouse-checkout/two-step-signup-retail.md): Use the two-step signup flow on Firmhouse Checkout for retail or in-store sign-ups, splitting customer details and payment across separate steps.
- [Free shipping for Shopify Native subscriptions](https://docs.firmhouse.com/configure/free-shipping-shopify-native.md): Set up free shipping for subscription orders when using the Shopify Native Checkout with Firmhouse, including conditions and configuration steps.
- [Generate API access tokens](https://docs.firmhouse.com/configure/integrations/api-access-tokens.md): Create and manage Firmhouse API access tokens to authenticate the GraphQL API, SDKs, and external integrations against your project's data.
- [Klaviyo metric webhooks integration](https://docs.firmhouse.com/configure/integrations/klaviyo-metric-webhooks.md): Send Firmhouse outgoing webhook events directly to Klaviyo as metrics so you can use subscription events as triggers in flows and segmentation.
- [Picqer warehouse integration](https://docs.firmhouse.com/configure/integrations/picqer-integration.md): Connect Firmhouse to Picqer warehouse management to automatically push new subscription orders into your Picqer environment for fulfillment.
- [Automate purchase prices with Pipedream](https://docs.firmhouse.com/configure/integrations/pipedream-purchase-price-automation.md): Use Firmhouse webhooks and Pipedream to automatically calculate and update purchase prices for assets, supporting Try and Buy and similar flows.
- [Trigger Shopify Admin webhooks](https://docs.firmhouse.com/configure/integrations/shopify-admin-webhooks.md): Use Shopify Admin webhooks in Firmhouse to trigger Shopify Admin GraphQL calls in response to outgoing webhook events from your subscription project.
- [Trigger Shopify Flow workflows](https://docs.firmhouse.com/configure/integrations/shopify-flow-triggers.md): Use Shopify Flow triggers in Firmhouse to start Shopify Flow workflows from outgoing webhook events for subscription lifecycle automations.
- [Configure outgoing webhooks](https://docs.firmhouse.com/configure/integrations/webhooks.md): Configure Firmhouse outgoing webhooks to send HTTP POST requests to your apps or third-party systems whenever subscription events occur.
- [Send webhook events to Klaviyo via Zapier](https://docs.firmhouse.com/configure/integrations/webhooks-to-klaviyo.md): Use Zapier to route Firmhouse webhook events to the Klaviyo profiles API, syncing subscription updates to customer profiles without writing code.
- [Country-specific subscription prices](https://docs.firmhouse.com/configure/international-and-markets/country-specific-prices.md): Set different subscription prices per country in Firmhouse to support international expansion without creating duplicate products or stores.
- [Support multiple languages](https://docs.firmhouse.com/configure/international-and-markets/multiple-languages.md): Enable Dutch, German, French, Swedish, Polish, or English translations for Firmhouse customer-facing screens and emails to localize the experience.
- [Shopify Markets with Firmhouse](https://docs.firmhouse.com/configure/international-and-markets/shopify-markets.md): Use Shopify Markets to run international pricing for Firmhouse subscription products on Shopify, including currency and country-specific configuration.
- [Translate selling plan names](https://docs.firmhouse.com/configure/international-and-markets/translate-selling-plans.md): Translate Firmhouse selling plan names per language in the Shopify app so international subscribers see plan information in their local language.
- [Let customers add products from the portal](https://docs.firmhouse.com/configure/my-account-portal/allow-customers-add-products.md): Allow subscribers to add new products to their existing subscription through the Self Service Center without going through checkout again.
- [Set up the customer service page](https://docs.firmhouse.com/configure/my-account-portal/customer-service-page.md): Configure a customer service page in the Self Service Center with your contact channels, FAQs, and any other support information your subscribers need.
- [Enable product swap in the portal](https://docs.firmhouse.com/configure/my-account-portal/enable-product-swap.md): Let customers swap a product in their subscription for another variant or item directly from the Self Service Center, like changing flavor or color.
- [Let customers manage their subscription](https://docs.firmhouse.com/configure/my-account-portal/let-customers-manage-subscription.md): Enable the Self Service Center so subscribers can log in and manage their subscription, including pausing, cancelling, and updating payment details.
- [Enable new add products flow](https://docs.firmhouse.com/configure/my-account-portal/new-add-products-flow.md): Switch to the new Add Product catalogue flow in the Self Service Center for an improved browsing and add-to-subscription experience for customers.
- [Set up product returns in the portal](https://docs.firmhouse.com/configure/my-account-portal/set-up-product-returns.md): Activate self-service product returns in the Self Service Center so customers can initiate full or partial returns and reduce your support overhead.
- [Pay on Account for B2B Shopify](https://docs.firmhouse.com/configure/pay-by-invoice/pay-on-account-b2b.md): Offer Pay on Account as a payment method for B2B customers on Shopify, powered by Firmhouse with Mollie or Adyen and SEPA Direct Debit subscriptions.
- [Disable charging non-paying customers](https://docs.firmhouse.com/configure/payment-dunning/disable-charging-non-paying.md): Stop Firmhouse from triggering new charges on subscriptions marked as non-paying to avoid expensive chargeback fees on repeatedly failing accounts.
- [Non-paying customer status explained](https://docs.firmhouse.com/configure/payment-dunning/non-paying-customer-status.md): How the Firmhouse non-paying status works, when customers are flagged, the impact on orders and emails, and how to resolve outstanding payment issues.
- [Outstanding invoice reminder emails](https://docs.firmhouse.com/configure/payment-dunning/outstanding-invoice-reminders.md): Enable the automated weekly Firmhouse email that reminds non-paying customers of their outstanding invoices and prompts them to pay manually.
- [Overview of payment dunning options](https://docs.firmhouse.com/configure/payment-dunning/overview-of-payment-dunning-options.md): Overview of payment failure reasons, dunning options in Firmhouse, and which customer notifications to enable to recover failed subscription payments.
- [Ship orders only when paid](https://docs.firmhouse.com/configure/payment-dunning/ship-orders-when-paid.md): Configure Firmhouse with Shopify Native Checkout to only generate and ship orders once the subscription payment has been confirmed as successful.
- [Set up Adyen POS terminals](https://docs.firmhouse.com/configure/payment-providers/adyen-pos-terminals.md): Configure Adyen Cloud POS terminals with Firmhouse for in-store subscription signups, including device pairing and payment provider setup steps.
- [Use Mollie as payment provider](https://docs.firmhouse.com/configure/payment-providers/mollie/using-mollie-as-payment-provider.md): Connect Mollie as your Firmhouse payment provider for one-time and recurring subscription payments, with iDEAL, SEPA, credit card, and more support.
- [Use Stripe as payment provider](https://docs.firmhouse.com/configure/payment-providers/stripe/using-stripe-as-payment-provider.md): Connect Stripe as your Firmhouse payment provider using a Stripe API key, supporting recurring credit card payments and one-time subscription charges.
- [Use Adyen as payment provider](https://docs.firmhouse.com/configure/payment-providers/using-adyen-as-payment-provider.md): Set up Adyen as your Firmhouse payment provider to accept one-time and recurring subscription payments with local methods and credit cards.
- [Prepaid subscription plans](https://docs.firmhouse.com/configure/prepaid-plans.md): Set up prepaid plans where customers pay for a fixed number of orders upfront and Firmhouse schedules the future deliveries automatically.
- [Configure products in Firmhouse](https://docs.firmhouse.com/configure/products/products.md): Create and configure products customers can select to set up a subscription in Firmhouse, including pricing, frequency, tax, shipping, and variants.
- [Customize the referral banner](https://docs.firmhouse.com/configure/referrals/customize-referrals.md): Customize the referral banner, buttons, and page in the Self Service Center so your referral program matches your brand and motivates more shares.
- [Set up ReferralCandy referrals](https://docs.firmhouse.com/configure/referrals/referralcandy-setup.md): Use the native ReferralCandy integration in Firmhouse to run influencer and referral campaigns with your existing subscription customer base.
- [Set up the Firmhouse referral program](https://docs.firmhouse.com/configure/referrals/referrals-setup.md): Enable Firmhouse referrals so subscribers can share unique discount codes with friends and both sides benefit when a new subscription is created.
- [BCC partners on customer emails](https://docs.firmhouse.com/configure/service-channels/bcc-service-channel.md): Add a BCC email address to a Firmhouse Service Channel so partners receive a copy of every email sent to their attributed customers for support.
- [Introduction to Service Channels](https://docs.firmhouse.com/configure/service-channels/introduction-to-service-channels.md): Use Firmhouse Service Channels to co-brand the customer experience with distributors, retail stores, and partners and attribute sales to each channel.
- [Shopify order tags and attributes](https://docs.firmhouse.com/configure/shopify-order-tags.md): Identify orders generated through Firmhouse in your Shopify admin using order tags and attributes to make administration and reporting easier.
- [Use Shopify shipping rates](https://docs.firmhouse.com/configure/shopify-shipping-rates.md): Configure Firmhouse to use your existing Shopify shipping rate configuration for subscription orders instead of managing rates in two places.
- [A/B test the Subscription First widget](https://docs.firmhouse.com/configure/shopify/ab-test-subscription-first-widget.md): A/B test variant selections on the Firmhouse Subscription First widget using ABConvert, metafields, and a duplicated product template on Shopify.
- [Bridge unauthenticated Shopify visitors](https://docs.firmhouse.com/configure/shopify/bridge-unauthenticated-visitors.md): Handle customers who reach the Self Service Center without a Shopify customer session, including login bridging and storefront URL behavior on Shopify.
- [Build a custom subscription widget](https://docs.firmhouse.com/configure/shopify/custom-subscription-widget.md): Build a custom subscription widget for Shopify product pages using Liquid tags and JavaScript, integrating with the Shopify Native Checkout flow.
- [Order not created in Shopify](https://docs.firmhouse.com/configure/shopify/order-not-created-in-shopify.md): Troubleshoot situations where Firmhouse generates a subscription order but the order is not created or synced through to your Shopify store.
- [Subscription First theme block](https://docs.firmhouse.com/configure/shopify/subscription-first-theme-block.md): Add the Firmhouse Subscription First theme block to Shopify product pages to promote specific subscription schedules and improve subscriber conversion.
- [Custom descriptions for subscription options](https://docs.firmhouse.com/configure/shopify/subscription-options-custom-descriptions.md): Configure custom descriptions for each selling plan on the Subscription Options widget using a Shopify metaobject definition and per-plan entries.
- [Self Service Center login through Shopify](https://docs.firmhouse.com/configure/ssc-shopify-login.md): Let customers log into the Firmhouse Self Service Center using their existing Shopify storefront credentials for a seamless single sign-on experience.
- [Contract terms for products](https://docs.firmhouse.com/configure/subscription-options/contract-terms-for-products.md): Add minimum and maximum commitment terms, fixed terms, and grace cancellation periods to individual products to enforce subscription commitments.
- [Plan-based subscription model](https://docs.firmhouse.com/configure/subscription-options/plan-based-subscription-model.md): Configure Firmhouse to use the plan-based subscription model, where customers subscribe to plans grouping products, frequencies, and pricing tiers.
- [B2B reverse VAT charging](https://docs.firmhouse.com/configure/tax/b2b-reverse-vat.md): Set up 0% reverse VAT charging in Firmhouse for B2B customers located outside your country so they handle their own VAT submission and payment.
- [Manage tax rates and categories](https://docs.firmhouse.com/configure/tax/managing-tax-rates.md): Create and manage tax rates or categories in Firmhouse and apply them to products, plans, and a project-wide default for correct VAT calculation.
- [Post-checkout product swap workflow](https://docs.firmhouse.com/configure/workflows/post-checkout-product-swap.md): Use the Firmhouse post-checkout product swap workflow to automatically replace starter products in subsequent subscription orders after signup.
- [Script Execution workflow](https://docs.firmhouse.com/configure/workflows/script-execution.md): Create a Script Execution workflow that runs custom JavaScript on the subscription context and returns Firmhouse Journey actions for automation.
- [Configure business details](https://docs.firmhouse.com/continue-your-project-setup/business-details.md): Configure your Firmhouse business information so your branding and company details appear correctly on checkout, the Self Service Center, and invoices.
- [Configure email notifications](https://docs.firmhouse.com/continue-your-project-setup/email-notifications.md): Choose between native Firmhouse transactional emails and the Klaviyo integration for sending customer notifications about orders and subscriptions.
- [Configure languages and countries](https://docs.firmhouse.com/continue-your-project-setup/languages-and-countries.md): Set the languages and countries your Firmhouse project supports so customers see localized checkout, emails, and Self Service Center content.
- [Configure the My Account Portal](https://docs.firmhouse.com/continue-your-project-setup/my-account-portal.md): Set up the Firmhouse My Account Portal (Self Service Center) so subscribers can view orders, update payment methods, pause, or cancel their subscription.
- [Configure payment and order handling](https://docs.firmhouse.com/continue-your-project-setup/payment-and-order-handling.md): Configure when Firmhouse ships orders relative to payment status and how failed subscription payments should be handled across your project.
- [Configure shipping methods](https://docs.firmhouse.com/continue-your-project-setup/shipping-methods.md): Set up shipping methods in Firmhouse so the right shipping options are available to customers during the subscription checkout based on region.
- [Configure tax rates](https://docs.firmhouse.com/continue-your-project-setup/tax-rates.md): Create tax rates and categories in Firmhouse, then apply them to products, plans, and a project-wide default to calculate VAT correctly per order.
- [Catalog template Liquid tags](https://docs.firmhouse.com/customer-portal-v2/components/catalog-template.md): Reference for Liquid tags supported in the Customer Portal product catalog template (catalog.liquid), grouped by default and optional usage.
- [Common Liquid tags reference](https://docs.firmhouse.com/customer-portal-v2/components/common.md): Reference for Liquid tags shared across all Customer Portal templates, including subscription, customer, and product data available on every page.
- [Dashboard template Liquid tags](https://docs.firmhouse.com/customer-portal-v2/components/dashboard-template.md): Reference for Liquid tags supported in the Customer Portal dashboard template (dashboard.liquid), grouped by default and optional usage.
- [Other template Liquid tags](https://docs.firmhouse.com/customer-portal-v2/components/other-template.md): Reference for Liquid tags supported in the Customer Portal generic custom-content template (other.liquid), grouped by default and optional usage.
- [Customer Portal templates overview](https://docs.firmhouse.com/customer-portal-v2/components/overview.md): Introduction to customizing Customer Portal templates in Firmhouse and the Liquid component reference for each page type and shared layout.
- [Subscription profile template Liquid tags](https://docs.firmhouse.com/customer-portal-v2/components/subscription-profile-template.md): Reference for Liquid tags supported in the Customer Portal subscription profile template (subscription_profile.liquid), grouped by default and optional usage.
- [Customer Portal v2 overview](https://docs.firmhouse.com/customer-portal-v2/overview.md): Overview of the new Firmhouse Customer Portal experience, including the rollout, preview flow, and enablement steps to switch from the legacy portal.
- [Compatible Shopify plugins](https://docs.firmhouse.com/explained/compatible-shopify-plugins.md): List of Shopify plugins confirmed compatible with Shopify Native Checkout and Firmhouse subscriptions, plus how to request a compatibility review.
- [Recurring charges for iDEAL and SEPA](https://docs.firmhouse.com/explained/recurring-charges-sepa.md): How recurring billing works in Firmhouse for iDEAL, Wero, Bancontact, SOFORT, and Klarna, including invoice and order generation and processing times.
- [Supported subscription payment methods](https://docs.firmhouse.com/explained/supported-payment-methods.md): Overview of payment methods Firmhouse supports for recurring subscription payments, including credit cards, PayPal, iDEAL, SEPA, and other local methods.
- [Introducing Firmhouse](https://docs.firmhouse.com/introducing-firmhouse.md): Start building subscription commerce with Firmhouse, including supported integrations, key concepts, and how to set up your first subscription project.
- [Add, update, and delete assets](https://docs.firmhouse.com/manage/assets/adding-updating-deleting-assets.md): Add, update, and delete assets in your Firmhouse project from the Assets menu, including how to link assets to specific products and variants.
- [Assign assets to customers](https://docs.firmhouse.com/manage/assets/assigning-assets-to-customers.md): Assign and deassign assets to customers in Firmhouse to track which unique physical products are currently in use or returned for each subscriber.
- [Edit custom field values on assets](https://docs.firmhouse.com/manage/assets/editing-custom-field-values.md): Edit the values of custom asset fields on individual assets in Firmhouse to record condition, purchase price, and other unique-per-asset information.
- [Upload an image for an asset](https://docs.firmhouse.com/manage/assets/uploading-asset-image.md): Upload an asset-specific image to a Firmhouse asset so you can visually identify each unique physical product in your project's asset list.
- [Import existing customers and subscriptions](https://docs.firmhouse.com/manage/customer-import/customer-import.md): Migrate existing customers and active subscriptions into Firmhouse during onboarding so you can transition your business without losing data.
- [CSV import file formats](https://docs.firmhouse.com/manage/customer-import/import-file-formats.md): Reference for the CSV import file formats Firmhouse accepts for subscriptions and ordered products, including required fields and validation rules.
- [Credit invoices fully or partially](https://docs.firmhouse.com/manage/invoices/crediting-invoices.md): Generate full or partial credit notes for Firmhouse invoices to correct billing errors, issue refunds for canceled orders, or adjust subscription charges.
- [Send invoice payment links](https://docs.firmhouse.com/manage/invoices/invoice-payment-links.md): Use Firmhouse invoice payment links to let customers pay outstanding invoices manually after a failed charge or for one-time costs like repairs.
- [Mark invoices paid externally](https://docs.firmhouse.com/manage/invoices/mark-invoices-paid-external.md): Mark Firmhouse invoices as paid directly from the Portal when payments are made outside the platform, like bank transfers or in-person payments.
- [Charge a one-off payment](https://docs.firmhouse.com/manage/one-off-payments.md): Create a one-off payment in Firmhouse to charge a customer for an ad-hoc cost outside their subscription, like an extra service or replacement part.
- [Manage and confirm orders](https://docs.firmhouse.com/manage/orders.md): Manage and manually confirm pending orders in Firmhouse from the admin portal, useful after resolving payment issues or processing bank transfers.
- [Issue refunds to customers](https://docs.firmhouse.com/manage/payments/issuing-refunds.md): Issue full or partial refunds from the Firmhouse portal or your payment service provider account when customers need to be reimbursed for charges.
- [Billing cutoff and delivery anchors](https://docs.firmhouse.com/manage/plans/billing-cutoff-and-delivery-anchors.md): Use plan anchors and cutoff days to set fixed delivery dates and let customers finalize their subscription selection before each scheduled delivery.
- [Plan cancellation strategy](https://docs.firmhouse.com/manage/plans/cancellation-strategy.md): Choose the cancellation behavior per subscription plan in Firmhouse, including immediate cancellation, end of period, or custom flows to fit your model.
- [Plan contract terms](https://docs.firmhouse.com/manage/plans/contract-terms.md): Add minimum commitment terms to subscription plans in Firmhouse to prevent customers from cancelling within a fixed period and enforce contracts.
- [Fixed bundle sizes for plans](https://docs.firmhouse.com/manage/plans/fixed-bundle-sizes.md): Use the Plan Product Quantity Range to enforce minimum and maximum product counts on a subscription plan, skipping orders when out of range.
- [Subscription plans for quantities](https://docs.firmhouse.com/manage/plans/subscription-plans-for-quantities.md): Offer different subscription quantities (single, double, triple boxes) as separate selling plans using product variants and inventory sync apps.
- [Change subscription product prices](https://docs.firmhouse.com/manage/products/change-product-prices.md): Change product prices in Firmhouse and understand the impact on existing subscriptions for both Shopify Checkout and Firmhouse Checkout flows.
- [Assets report](https://docs.firmhouse.com/manage/reports/assets.md): Generate an assets report in Firmhouse filtered by creation date, purchase date, and status, useful for stock audits and asset lifecycle tracking.
- [Cancellation feedback report](https://docs.firmhouse.com/manage/reports/cancellation-feedback.md): Generate a cancellation feedback report in Firmhouse to review reasons customers gave when cancelling their subscriptions and uncover churn drivers.
- [Discount code usage report](https://docs.firmhouse.com/manage/reports/discount-code-usage.md): Generate a discount code usage report in Firmhouse showing revenue per discount code and currency, useful for evaluating promo and campaign performance.
- [Forecast report by shipment date](https://docs.firmhouse.com/manage/reports/forecast-shipment-date.md): Generate a forecast report of ordered products and scheduled orders by shipment date in Firmhouse for inventory planning and fulfillment operations.
- [Generate reports and exports](https://docs.firmhouse.com/manage/reports/generating-reports.md): Generate and download exports from Firmhouse covering subscriptions, invoices, orders, refunds, and other data points for accounting and analysis.
- [Invoice lines report](https://docs.firmhouse.com/manage/reports/invoice-lines.md): Generate a detailed invoice lines report in Firmhouse with individual line items from every invoice, useful for financial analysis and accounting.
- [Invoices report](https://docs.firmhouse.com/manage/reports/invoices.md): Generate an invoices report in Firmhouse filtered by invoice date and payment status, useful for accounting, reconciliation, and revenue reporting.
- [Metrics dashboard](https://docs.firmhouse.com/manage/reports/metrics-dashboard.md): Get an overview of how your subscription business is performing in the Firmhouse metrics dashboard, including MRR, churn, and growth KPI definitions.
- [Order lines report](https://docs.firmhouse.com/manage/reports/order-lines.md): Generate a detailed order lines report in Firmhouse with individual line items from every subscription order, useful for fulfillment and product analytics.
- [Orders report](https://docs.firmhouse.com/manage/reports/orders.md): Generate an orders report in Firmhouse filtered by creation date for operational reporting on subscription order volumes and fulfillment timelines.
- [Outstanding invoices report](https://docs.firmhouse.com/manage/reports/outstanding-invoices.md): Generate an outstanding invoices report in Firmhouse to see all unpaid, uncredited invoices and track which customers still owe payments at a glance.
- [Refunds report](https://docs.firmhouse.com/manage/reports/refunds.md): Generate a refunds report in Firmhouse listing every refund processed in your project, sorted by creation date with the most recent refunds first.
- [Subscriptions report](https://docs.firmhouse.com/manage/reports/subscriptions.md): Generate a subscriptions report in Firmhouse filtered by creation date and status to analyze your subscriber base and reporting on subscription cohorts.
- [Introduction to returns](https://docs.firmhouse.com/manage/returns/introduction-to-returns.md): Introduction to managing product returns in Firmhouse plan-based projects, including return orders, statuses, and how returns flow from start to finish.
- [Manage return orders](https://docs.firmhouse.com/manage/returns/manage-return-orders.md): View, edit, and process return orders in the Firmhouse portal so you can track customer returns, update statuses, and reconcile returned products.
- [Product return reminder emails](https://docs.firmhouse.com/manage/returns/product-return-reminders.md): Send periodic email reminders to customers who have not yet returned their device or product, reducing missed returns for rental and similar use cases.
- [Add or remove products on a subscription](https://docs.firmhouse.com/manage/subscriptions/add-remove-products.md): Add or remove products on an existing customer subscription in Firmhouse, including add-ons and adjustments needed after a plan change.
- [Cancel a customer subscription](https://docs.firmhouse.com/manage/subscriptions/cancelling-a-subscription.md): Cancel a customer subscription from the Firmhouse portal using the subscription status menu, including the effects on orders, invoices, and notifications.
- [Change a customer's subscription plan](https://docs.firmhouse.com/manage/subscriptions/change-plan.md): Change a customer's active subscription plan from the Firmhouse portal to handle upgrades, downgrades, or switches and update their monthly charge.
- [Manually create a subscription](https://docs.firmhouse.com/manage/subscriptions/manually-creating-a-subscription.md): Create a subscription directly in the Firmhouse portal without checkout, useful for phone orders, imports, or alternative customer signup channels.
- [Pause and resume subscriptions](https://docs.firmhouse.com/manage/subscriptions/pausing-and-resuming-subscriptions.md): Pause and resume customer subscriptions in Firmhouse manually, through the Self Service Center, or automatically based on rules you configure.
- [Search and filter customers](https://docs.firmhouse.com/manage/subscriptions/searching-for-customers.md): Find and filter customer subscriptions in the Firmhouse Customers overview, including sorting, exporting lists, and opening a subscription's details.
- [Remove a subscriber's personal data](https://docs.firmhouse.com/manage/subscriptions/subscription-removal.md): Remove a subscriber's personal data from Firmhouse, either through self-service in the Portal or by emailing Firmhouse support to handle the removal.
- [Test and debug as a customer](https://docs.firmhouse.com/manage/subscriptions/testing-as-customer.md): Generate a self-service login token from a Firmhouse subscription to view the Self Service Center as that customer and reproduce reported issues.
- [Update a customer's payment method](https://docs.firmhouse.com/manage/subscriptions/update-payment-method.md): Update a customer's payment method in Firmhouse through the Self Service Center or directly from the portal when subscribers need new card or bank details.
- [View customer subscription details](https://docs.firmhouse.com/manage/subscriptions/viewing-customer-details.md): View all the details about a specific customer and their subscription on the Firmhouse Customer detail page, including orders, invoices, and contact info.
- [Manage team members](https://docs.firmhouse.com/manage/team-members.md): Manage team member access to your Firmhouse project, including inviting users, assigning roles like owner or billing, and removing access when needed.
- [Quick install Firmhouse on Shopify](https://docs.firmhouse.com/quick-install-shopify.md): Step-by-step quick install guide for integrating Firmhouse with your Shopify store, including app install, configuration, and first-subscription setup.
- [Shopify or headless integration](https://docs.firmhouse.com/shopify-or-headless.md): Choose between Shopify or headless integration paths to power subscription commerce with Firmhouse based on your technical and business requirements.
- [Shopify Customer Account Extension](https://docs.firmhouse.com/shopify/customer-account-extension.md): Set up the Firmhouse Customer Account Extension for new Shopify customer accounts so subscribers can manage their subscription from the account order page.
- [Import and sync Shopify products](https://docs.firmhouse.com/shopify/importing-and-syncing-products.md): Use the Firmhouse Shopify import and synchronization feature to bulk import and link your Shopify products to their Firmhouse counterparts automatically.
- [Shopify selling plans and selling plan groups](https://docs.firmhouse.com/shopify/selling-plans-and-groups.md): How Firmhouse uses Shopify selling plans and selling plan groups to map subscription frequencies, plans, and discounts onto your Shopify products.
- [Set up local payment methods on Shopify](https://docs.firmhouse.com/shopify/setup-local-payment-methods.md): Enable iDEAL, Wero, Bancontact, SEPA Direct Debit, Pay by Bank, Trustly, and other local payment methods on Shopify subscriptions powered by Firmhouse.
- [Changing Plans and Frequencies](https://docs.firmhouse.com/subscription-management-portal/changing-plans-and-frequencies.md): Learn how your customers can switch subscription plans through the Self Service Center and how contract terms are handled during plan changes.
- [Change product quantity for next order](https://docs.firmhouse.com/subscription-management-portal/changing-product-quantity.md): Let customers change the quantity of products for their upcoming subscription order from the Self Service Center without contacting support.
- [View and pay invoices in the Self Service Center](https://docs.firmhouse.com/subscription-management-portal/invoices-in-ssc.md): Let customers view their invoices and pay outstanding ones from the Invoices menu in the Self Service Center, including statuses and payment options.
- [Self Service Center overview](https://docs.firmhouse.com/subscription-management-portal/overview.md): Overview of the Self Service Center, the Firmhouse customer portal where subscribers can independently manage their subscriptions, payments, and orders.
- [Snooze and skip upcoming orders](https://docs.firmhouse.com/subscription-management-portal/snoozing-and-skipping-orders.md): Let customers snooze or skip an upcoming subscription order from the Self Service Center or directly from a hotlink in a Firmhouse email.
- [Shop Pay with SEPA on Shopify Checkout](https://docs.firmhouse.com/troubleshooting/shop-pay-sepa-subscriptions-shopify-checkout.md): Troubleshoot a Shop Pay failure case that affects SEPA-based subscription plans on Shopify Checkout when used with Firmhouse subscription products.
- [Subscribers not receiving login emails](https://docs.firmhouse.com/troubleshooting/subscribers-not-receiving-login-emails.md): Troubleshoot when subscribers report not receiving login emails for the Firmhouse Self Service Center, including common causes and resolution steps.
- [Bundles and boxes subscription use case](https://docs.firmhouse.com/use-cases/bundles-and-boxes.md): Build bundle or box builder subscriptions in Firmhouse where customers compose their own recurring box from your catalog, popular for food and lifestyle.
- [Local payment methods with iDEAL and SEPA](https://docs.firmhouse.com/use-cases/local-payment-methods-ideal-sepa.md): Use case for selling Firmhouse subscriptions in markets where customers prefer iDEAL, Wero, Bancontact, Pay by Bank, or SEPA Direct Debit payments.
- [Magazine subscriptions use case](https://docs.firmhouse.com/use-cases/magazine-subscriptions.md): Run magazine subscriptions in Firmhouse using prepaid plans, including setups for fixed-issue prepayment and recurring auto-renewal scenarios.
- [Subscription use cases overview](https://docs.firmhouse.com/use-cases/overview.md): Guides for common subscription commerce models you can build with Firmhouse, including subscribe and save, rental, magazines, and try and buy.
- [Pay by invoice subscription use case](https://docs.firmhouse.com/use-cases/pay-by-invoice.md): Offer a Pay by Invoice payment method in Firmhouse so customers receive an invoice with each subscription order instead of being charged automatically.
- [Rental subscriptions use case](https://docs.firmhouse.com/use-cases/rental.md): Set up rental subscriptions in Firmhouse for durable physical products with a fixed monthly price, minimum rental period, and one-time delivery.
- [Subscribe and save use case](https://docs.firmhouse.com/use-cases/subscribe-and-save.md): Use the Subscribe and Save model in Firmhouse where customers buy products on a recurring schedule and receive a discount or subscriber-only incentive.
- [Try and buy subscription use case](https://docs.firmhouse.com/use-cases/try-and-buy.md): Set up a Try and Buy flow in Firmhouse where customers subscribe for a few months and then convert to a one-time purchase of the product they tested.

## OpenAPI Specs

- [openapi](https://docs.firmhouse.com/api-reference/openapi.json)