Skip to main content
Sometimes you need to create a subscription directly in the Firmhouse portal rather than having a customer go through the checkout flow. This is useful for importing existing customers, handling phone orders, or setting up subscriptions for customers who signed up through alternative channels.

​
Accessing the manual subscription form

Navigate to the Subscriptions page in your project and click the “Create subscription” button in the top right corner. This opens a form where you can enter all the details for a new subscription.

​
Customer details

The first section captures essential information about the customer and their subscription status. Reference is an optional field where you can enter a unique identifier for the subscription. This is useful when migrating customers from another system and you want to preserve their original customer ID. Email is the customer’s email address, which will be used for all subscription-related communications. Status determines the initial state of the subscription. We recommend creating subscriptions in “inactive” status first, then activating them from the subscription detail page after all details are configured correctly. Available statuses include inactive, activated, paused, and cancelled. Locale sets the preferred language for customer communications and the self-service center. Signup completed at records when the customer originally signed up. This is required and helps maintain accurate subscription history. Activated at, Paused at, Cancelled at, and Stopped at are optional date fields that let you backdate subscription lifecycle events when importing historical data. Terms and conditions accepted records when the customer accepted your terms, which may be important for compliance purposes.

​
Subscription details

If your project uses plans, you’ll see a section to select which plan the subscription should be on. Only available, non-prepaid plans will appear in the dropdown.

​
Shipping information

Enter the customer’s shipping address including company name (optional), first name, last name, street address, house number, city, zipcode, and country. Additional fields like house number addition, shipping notes, and secondary address line may appear depending on your project’s checkout configuration.

​
Billing information

If your project has separate billing address fields enabled, you can specify a different billing address by checking “Billing address is different from shipping address” and filling in the billing details.

​
Shopify details

For projects connected to Shopify, you can enter the customer’s Shopify Customer ID. This is required when using Shopify as the payment method and ensures the subscription is properly linked to the customer’s Shopify account. The ID should be in the format gid://shopify/Customer/1234567890.

​
Payment details

The payment section is optional during subscription creation. You have several options: Automatically determined lets Firmhouse select the appropriate payment method based on your project settings. Pay by invoice sets up the subscription for invoice-based billing. Shopify (if configured) uses the customer’s Shopify payment method. If you have payment provider accounts configured (such as Mollie, Stripe, or Adyen), you may see additional fields for entering payment tokens or mandate IDs. These allow you to link existing payment authorizations to the new subscription. If you don’t enter payment details during creation, you can send the customer a link to update their payment method after the subscription is created, either through the self-service center or via a direct link in an email.

​
After creating the subscription

Once you save the subscription, you can open the subscription detail page to:
  1. Add products to the subscription
  2. Apply discount codes or promotions
  3. Set up the billing schedule
  4. Activate the subscription when everything is configured correctly
Remember that subscriptions created in inactive status won’t generate orders or charges until they’re activated.