Viewing customer details

The Customer detail page is accessed when clicking on a customer in the Customers overview. It shows you all the details about a specific customer and their subscription.

Subscription details

The subscription details section displays all information about the customer’s subscription, including the current status, how long they’ve been subscribed, and the total amount they’ve paid so far. You can see key dates like when they signed up, when their subscription was activated, and any cancellation-related timestamps if applicable.

Customer details

This section contains all personal details about the customer, including their full name, email address, phone number, and complete address information (street, zipcode, city, and country). You can edit these details by clicking the Edit button.

Important: If your project uses Shopify login for the Self-Service Center, the subscriber email in Firmhouse must match the customer email in Shopify. In case you update the subscriber email in Firmhouse, make sure to update the customer email in Shopify as well. Otherwise, the customer will no longer be able to access their subscription portal.

Payment history

The payment history section shows an overview of all planned and completed payments by the customer. Each entry displays the date, amount, status (such as Paid or Pending), and the associated invoice reference.

Invoices

Here you can find an overview of all invoices created for the customer. The table shows the invoice number, customer name, creation date, amount, payment status, number of retries, and whether a retry is pending.

Active products

This section displays all the products a customer has subscribed to. You can:

• Ship now to trigger an immediate shipment
• Add product to include an additional product in the subscription
• Edit the product to update: Quantity and Custom price (overriding the default product price)
• Remove the product from the customer’s subscription

One-off add-ons

One-off add-on products are automatically included in the next order when it’s created. These products don’t have a shipment date since they’ll be included whenever the next order is generated. After an order containing a one-off add-on is created, the product is automatically removed from the customer’s subscription.

This is useful when you want to add a product to a customer’s next order without scheduling it for a specific date. For example, you might want to include a free sample or promotional item that should go out with their next scheduled shipment.

Email history

The email history section shows all emails that have been planned or already sent to the customer. This includes confirmation emails, track and trace notifications, monthly charge reminders, order confirmations, and failed payment notifications. Click “Show full email history” to see the complete list.