TODO

This file tracks outstanding items that need to be completed for the product documentation.

Each article below has a helpcenter_url in its frontmatter for easy reference to the original source. Placeholder images from placehold.co have been added and should be replaced with actual screenshots.

Veriff Identity Verification

Images to replace:

• Veriff Integration Settings page (showing Callback URL, Check certificates, Webhook events URL fields)

• Firmhouse Veriff App Configuration page

• Confirmation email example with verification link

• Checkout confirmation/thank you page with verification link

Articles to add:

• Managing Acceptance Checks (referenced but not linked)

Checkout Promotions

Images to replace:

• Shopify discount configuration - Purchase type "Both" setting

• Shopify discount configuration - Purchase type "One-time purchase" setting

• Shopify discount configuration - Purchase type "Subscription" setting

• Amount off products discount settings

• Amount off orders discount settings

Articles to add:

• Disable all discounts for subscription products (referenced in original)

Team Members

Images to replace:

• Team members settings page overview

• Invite team member popup

• Team member roles dropdown/edit view

• Remove from project button location

Articles to add:

• None identified

Shopify Order Tags and Attributes

Images to replace:

• Extra fields configuration with "Send to Shopify" option

• Shopify Order tag settings in Apps > Shopify menu

Articles to add:

• None identified

Configure Project Settings

Images to replace:

• Branding section (logo upload, accent color)

• Public business information section

• Failed payment retry mechanism settings

• Invoice payment terms and reminders settings

Articles to add:

• Managing tax rates (linked from this article)

• Selling in multiple languages (referenced in original)

• Payment dunning mechanisms (referenced in original)

Self-Service Center Login (Shopify SSO)

Images to replace:

• Account Portal Extension "Manage Subscription" block (for new-style themes)

Articles to add:

• None identified

Shopify Shipping Rates

Images to replace:

• Exempt from shipping costs checkbox in subscription settings

Articles to add:

• None identified

Offboarding Checklist

Images to replace:

• None needed (text-based checklist)

Articles to add:

• Data export article (referenced in original)

Pausing and Resuming Subscriptions

Images to replace:

• Subscription page with Pause subscription button

• Pause subscription confirmation modal

• Paused subscription with Resume button

• Self service center settings with pause option

• Customer Self Service Center with pause option

• Pause subscription confirmation in SSC

• Paused subscription view in SSC

• Resume subscription modal in SSC

• Self service center settings with auto-pause option

• Customer dashboard with auto-pause warning

• Email notification settings with subscription paused option

• Email configuration with paused subscription content

Articles to add:

• None identified

Searching for Customers

Images to replace:

• Customers page overview

• Customers page with filters applied

• Sorting customers by column

• Export customers to CSV

Articles to add:

• None identified

Metrics Dashboard

Images to replace:

• Metrics dashboard overview

Articles to add:

• None identified

Generating Reports

Images to replace:

• None needed (text-based instructions)

Articles to add:

• None identified

Importing and Syncing Products

Images to replace:

• Sync History table showing completed synchronizations

• Sync settings showing How to sync and What to sync options

Articles to add:

• None identified

Adyen PoS Terminals

Images to replace:

• Adyen Terminal Settings (showing Enable terminal API and Enable WebSockets options)

Articles to add:

• Using Adyen as payment provider (referenced in article)

Extra Fields

Images to replace:

• Extra fields overview page

• Extra field configuration form

Articles to add:

• None identified

Klaviyo Email Notifications

Images to replace:

• Klaviyo app in menu

• Enable Klaviyo app button

• Klaviyo API key configuration

• Klaviyo test mode status

• Email configuration test mode

• Email configuration live mode

• Klaviyo event name configuration

• Send test Klaviyo event

• Change communication channel to Klaviyo

Articles to add:

• Example templates for Klaviyo integration

• List of possible Liquid tags

• List of all possible emails/events Firmhouse can send

Cancelling a Subscription

Images to replace:

• Cancel subscription button on customer details page

• Cancellation confirmation dialog

• Cancellation pending status

Articles to add:

• None identified

Service Terms

Images to replace:

• None needed (text-based links page)

Articles to add:

• None identified

Managing Discount Codes

Images to replace:

• Discount codes page overview

Articles to add:

• Giving discounts to your customers (referenced in article)

Using Adyen as Payment Provider

Images to replace:

• Adyen Merchant Account settings

• Firmhouse Adyen payment settings

Articles to add:

• None identified

Change Product Prices

Images to replace:

• Edit active product modal with custom price

Articles to add:

• None

Dynamic Email Liquid Tags

Images to replace:

• None (reference article pointing to developer docs)

Articles to add:

• None (cleaned up to reference developer docs)

Pay on Account for B2B

Images to replace:

• B2B Settings Tab in Firmhouse (showing the B2B configuration options)

Articles to add:

• None identified

Intrum for Debt Collection

Images to replace:

• Intrum App Configuration (showing Creditor reference, Username, Password, Service, and Customer type fields)

• Send to Intrum Menu Option (showing the contextual menu on an invoice row)

Articles to add:

• None identified

Contract Terms for Products

Images to replace:

• Contract Terms Configuration Section (showing minimum/maximum commitment and grace cancellation fields)

Articles to add:

• Add contract terms to a plan (referenced in article)

Set Up Your Checkout Page

Images to replace:

• View Checkout Page Button (showing the button next to a product/plan)

• Checkout Page Example (showing a sample checkout page)

• Checkout Settings Page (showing the checkout customization options)

• Payment Provider Setup Link (showing the link at the bottom of the payment page)

Articles to add:

• Creating products (referenced in article)

• Setting up plans (referenced in article)

• Advanced checkout URLs / combine products and plans (referenced in article)

• Extra Fields (referenced in article - may already exist)

• Add analytics and tracking scripts to Firmhouse Checkout (referenced in article)

Giving Discounts to Your Customers

Images to replace:

• Discounts Overview Page (showing the discounts list in sidebar)

• Create Discount Form (showing name, percentage, and limit fields)

• Deactivate Discount Button (showing the deactivate option)

Articles to add:

• Creating discount codes (referenced in article - may already exist as managing-discount-codes.md)

• Setting up plans (for applying discounts to a Plan - Firmhouse Checkout only)

• Setting up plan groups (for applying discounts to a Plan - Firmhouse Checkout only)

• Shopify Checkout promotions (for applying discounts on Shopify Checkout)

Setting Up Acceptance Checks

Images to replace:

• Acceptance Check Settings (showing Activation Strategy dropdown)

• Acceptance Checks Menu (showing the sidebar menu item)

• Acceptance Check Types (showing Manual vs Focum options)

• Manual Acceptance Check Form (showing name and pass criteria)

• Focum Configuration (showing username, password, environment, and max score)

• Combined Acceptance Checks (showing multiple checks in list)

• Inactive Customers Filter (showing the filter dropdown)

• Acceptance Check Results (showing risk score on customer page)

• Activate or Reject Customer (showing the activation buttons)

Articles to add:

• Acceptance checks at signup (referenced in article)

• Accepting or rejecting customers (referenced in article)

Update a Customer's Payment Method

Images to replace:

• SSC Account Details Page (showing the account details navigation)

• Payment Method Change Button (showing the Change option in Payment Method card)

• Payment Method Update Page (showing the payment update form)

• Update Payment Method Button (showing the button in customer subscription details)

• Payment Method Link Popup (showing the copy-paste link popup)

• Customer Payment Update Page (showing the customer-facing update page)

Articles to add:

• None identified

Recurring Charges with iDeal, Bancontact, SOFORT/Klarna

Images to replace:

• None identified

Articles to add:

• None identified

Managing Tax Rates

Images to replace:

• Tax Rates Settings Page (showing the Taxes & Invoices settings)

• Tax Type Options (showing Fixed, Dynamic, Exempt options)

• Tax Inclusive vs Exclusive Example (showing pricing difference)

• Tax Rate Configuration on Product (showing the Tax dropdown in product edit)

• Default Tax Rate Setting (showing the project-wide tax rate setting)

Articles to add:

• Manual payments/invoices (referenced in article)

Quick Install on Shopify

Images to replace:

• None identified

Articles to add:

• How to work with selling plans and selling plan groups (placeholder link: selling-plans-and-groups.md)

• Build or modify your existing custom subscription widget (placeholder link: custom-subscription-widget.md)

Country-Specific Prices

Images to replace:

• Country specific prices configuration (showing the Pricing section with country-specific prices option)

• Products list with asterisk indicator (showing products overview with variable pricing indicator)

Articles to add:

• None identified

Conversion Tracking with dataLayer

Images to replace:

• Browser inspector showing data-trackable-payment-status attribute on confirmation page

Articles to add:

• None identified

Introduction to Returns

Images to replace:

• Returns page overview (showing the Returns list in sidebar)

• Customer return orders section (showing return orders on customer subscription page)

• Two-step cancellation setting (showing the setting in Settings > Subscription Model)

• Create new return order dialog (showing the product selection dialog)

Articles to add:

• Manage Return Orders (referenced in article)

• Remind people to return their product after cancelling (referenced in article)

• Set up product Returns from the Self-Service center (referenced in article)

Contract Terms for Plans

Images to replace:

• Plan contract terms configuration (showing Minimum commitment and Grace cancellation settings)

• Customer contract details in Active plan section (showing commitment dates)

Articles to add:

• None identified (already links to Contract Terms for Products)

Invoice Payment Links

Images to replace:

• Invoice section with Show invoice payment link button (showing the button on subscription detail page)

• Manual retry URL modal (showing the modal with the shareable URL)

Articles to add:

• Paying for (outstanding) invoices via payment links (referenced in article)

One-Time E-commerce Checkouts

Images to replace:

• Customers list with One-time purchase status filter (showing the filter and status column)

• Self Service Center multi-account view (showing subscriptions and one-time purchases together)

Articles to add:

• None identified

B2B Company Name on Signup

Images to replace:

• Customers list showing company names (showing company name column in customers list)

• Checkout form with Company Name field (showing the form with company name input)

• Customer details with company name (showing company name next to customer name)

Articles to add:

• None identified

Add Products from Shopify

Images to replace:

• None (no screenshots in original article)

Articles to add:

• SSO (Single Sign-On) integration for Shopify (already exists as ssc-shopify-login.md)

One-Time Products

Images to replace:

• Logistics section with Only once option (showing the product logistics settings)

• Active and inactive products with owned status (showing the product status after order generation)

Articles to add:

• None identified

Disable Charging Non-Paying Customers

Images to replace:

• Payment Dunning non-paying status settings (showing the checkbox to disable charging)

Articles to add:

• None identified

Viewing Customer Details

Images to replace:

• Subscription details section (showing status, dates, and payment totals)

• Customer details section (showing name, email, phone, address)

• Track and trace section (showing tracking code and sent date)

• Return label section (showing send return label button)

• Payment history section (showing date, amount, status, invoice)

• Invoices section (showing invoice list with status)

• Active products section (showing products with shipment controls)

• Email history section (showing planned and sent emails)

Articles to add:

• None identified

Overview of Payment Dunning Options

Images to replace:

• None needed (text-based article)

Articles to add:

• Update payment method (referenced for failed payment handling)

Let Customers Manage Their Subscription

Images to replace:

• Self Service Center overview (showing customer dashboard with subscription details)

• Self Service Center settings (showing the SSC URL configuration)

• Email configuration with SSC link (showing how to add SSC link to emails)

Articles to add:

• None identified

Allow Customers to Add Products

Images to replace:

• Self Service Center settings with modify products checkbox

• Product settings showing SSC availability checkbox

• Customer view with add product button in SSC

• Adjust shipment frequency modal

Articles to add:

• None identified

Disabling Discounts for Subscription Products

Images to replace:

• Discount error message shown to customers when applying discount to subscription products

Articles to add:

• None identified

Two Factor Authentication

Images to replace:

• Enter authentication code screen (Firmhouse login 2FA prompt)

• Authenticator app showing code (Google Authenticator or Authy example)

• My Account menu showing Change password option

Articles to add:

• None identified

Set Up Product Returns from Self Service Center

Images to replace:

• Self service center returns toggle section

• Return creation page customer view

• Return summary page customer view

• SSC with Return products button

• Create new return product selection modal

• Return in progress status in SSC

• Return order details page

• Email configuration for returns

Articles to add:

• None identified

Custom Checkout Domain with Cloudflare

Images to replace:

• Cloudflare Rocket Loader setting in Speed > Optimization

• Cloudflare Configuration Rules for checkout domain

Articles to add:

• None identified

Email Template Tags Examples

Images to replace:

• Email configuration page showing template editor

• Email template tag selector (plus sign dropdown)

Articles to add:

• None identified

Manual Activation

Images to replace:

• Activation Strategy setting in Subscription Model

• Customers overview with activate/reject options

• Customer detail page with activate/reject buttons

• Acceptance checks panel

• Payments section with refund option

Articles to add:

• None identified

Analytics and Tracking Scripts

Images to replace:

• Checkout preferences with header and body fields (showing Checkout Flow > Preferences page)

• Self Service Center custom code fields (showing Header and Body fields in SSC settings)

Articles to add:

• None identified

Subscription Removal

Images to replace:

• Danger Zone with delete subscription button (showing the Danger Zone section at bottom of customer page)

Articles to add:

• None identified

Cancellation Feedback and Prevention Flows

Images to replace:

• New Features page with Cancellation Reasons and Winback Offers toggle

• Add cancellation reason form (showing Reporting title, Customer-facing reason, Winback offer, Status fields)

• Customer detail page showing cancellation feedback and winback results

• Churn Prevention metrics dashboard tab

Articles to add:

• None identified

BCC Service Channel on Emails

Images to replace:

• Service Channel settings page with BCC email field

Articles to add:

• Introduction to Service Channels (referenced for context)

Snoozing and Skipping Orders

Images to replace:

• Self Service Center settings with "Can snooze and skip orders" option

• Snooze order screen in Self Service Center

• Skip order screen in Self Service Center

Articles to add:

• None identified

Outstanding Invoices

Images to replace:

• Outstanding invoices report interface (showing the report card with "Get report" button)

Articles to add:

• Crediting invoices (referenced for credited invoices context)

Custom Asset Fields

Images to replace:

• Asset fields settings page (showing the list of custom asset fields)

• New asset field form (showing name, description, type fields)

• Edit asset field form

Articles to add:

• Introduction to Asset tracking (referenced for context)

API Access Tokens

Images to replace:

• Access Tokens settings page (showing Settings > Integrations with Access Tokens section)

Articles to add:

• None identified

Referrals Setup

Images to replace:

• Create Referrer Discount form (showing Portal > Discounts with discount creation)

• Create Referee Discount form (showing Portal > Discounts with discount creation)

• Referrals Settings toggle (showing Settings > Referrals with enable toggle)

• Connect Discounts settings (showing discount connection and usage limit options)

• Referral Banner settings (showing banner customization options)

• Generate Referral Codes button (showing the generate codes section)

• Referral Codes list (showing Portal > Discount Codes with generated referral codes)

Articles to add:

• Customize referrals (referenced in original article)

Manage Account & Billing

Images to replace:

• My Account dropdown menu (showing Manage Account option)

• Settings sidebar with Manage Billing & Account link

• Account Settings page with Billing Portal button

• Account Members section (showing user list with roles and Grant access form)

Articles to add:

• None identified

Using Mollie as Payment Provider

Images to replace:

• Firmhouse Payments settings page with Mollie configuration (showing Settings > Payments with Mollie selected and API key field)

Articles to add:

• None identified

Introduction to Service Channels

Images to replace:

• None identified (article is conceptual with no screenshots)

Articles to add:

• None identified

Issuing Refunds

Images to replace:

• Payment History with Refund option (showing the three-dot menu with Refund payment option)

• Create Refund dialog (showing amount and reason fields)

• Refund Status in Payment History (showing expanded refund status with plus-sign icon)

Articles to add:

• None identified

Add Your Logo to the Checkout

Images to replace:

• Your Business Branding settings (showing Settings > Your business with logo upload and accent color)

• Checkout Preferences Logo Size (showing Checkout > Preferences with logo size options)

Articles to add:

• None identified

Introduction to Asset Tracking

Images to replace:

• None identified (article is conceptual with no screenshots)

Articles to add:

• Adding, updating, and deleting assets (referenced in original article)

• Uploading an image to an asset (referenced in original article)

• Assigning assets to customers (referenced in original article)