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)