Setup overview
Choose the flow
Use return orders without changing cancellation behavior
Use this when you want to manage product returns manually, or when customers should be able to return products from the Self Service Center, but cancellation does not need to wait for the returned product.- Go to Settings > New Features.
- Enable Return Orders.
- To let customers start returns themselves, go to Settings > Self Service Center and enable Self service center returns.
- If customers should be allowed to cancel in-progress return orders themselves, enable Customers can cancel return orders by themselves.
Make cancellation wait for returned products
Use this when the customer should keep being billed until the rented products are returned and the cancellation can be finalized.- Go to Settings > New Features.
- Enable Return Orders.
- Enable Plan-Level Cancellation Strategies.
- Open the relevant plan and set Cancellation strategy to Cancel at the end of the billing period.
- Ask Firmhouse support to enable Automatic return creation for your project.
- To let customers start returns themselves, go to Settings > Self Service Center and enable Self service center returns.
Merchant setup
Enable Return Orders
- Go to Settings > New Features.
- Find Return Orders.
- Click Enable.
Enable customer returns in the Self Service Center
- Go to Settings > Self Service Center.
- Enable Self service center returns.
- Add the return instructions that customers should see after creating a return order.
- Optional: enable Customers can cancel return orders by themselves.
- Save the settings.
Configure cancellation behavior on plans
- Go to Settings > New Features.
- Enable Plan-Level Cancellation Strategies.
- Go to Plans.
- Open the plan used for the rental subscription.
- In Cancellation strategy, choose one of:
- Cancel immediately: the cancellation is processed as soon as the customer is allowed to cancel.
- Cancel at the end of the billing period: the subscription enters pending cancellation and is finalized later.
- Save the plan.
Ask Firmhouse support to enable automatic return creation
Automatic return creation is currently enabled by Firmhouse support. Ask Firmhouse support to enable Automatically create a return order when a cancellation is initiated for your project. Use this when a rental cancellation should automatically create a return order for active products. Without this setting, return orders can still be created manually or by the customer, but Firmhouse will not automatically create one when cancellation starts.Recommended checklist
For a rental proposition where cancellation should wait for product return:- Enable Return Orders in Settings > New Features.
- Enable Plan-Level Cancellation Strategies in Settings > New Features.
- Set the rental plan to Cancel at the end of the billing period.
- Ask Firmhouse support to enable Automatic return creation for the project.
- Enable Self service center returns if customers should create return orders themselves.
- Review cancellation and return emails so customers receive the right instructions.