How do I collect online payments from my clients?
You can collect online payments from your clients by connecting a Stripe account to your Harpoon account. Stripe is a secure payments processing system that allows you to safely and securely accept credit and debit card payments from your clients online. Stripe connects to your bank account and transfers the money you’ve collected from your clients to your bank account.
If you don’t have a Stripe account it’s easy (and free) to set one up. Follow these instructions to create and connect a new (or existing) Stripe account to Harpoon.
First visit your Integrations screen in your Harpoon account and click the Stripe card to start the connection process with Stripe.
You’ll now be presented with the Stripe Connect screen.
Fill out the form on this screen to create a new Stripe account. You’ll be asked for some personal, business, and bank details. After the form is filled out click the Authorize button.
Note: If you already have an existing Stripe account you can skip filling out the form above by clicking on the Sign in link at the top of the screen instead. This allows you to connect your existing Stripe account to your Harpoon account. And if you were already signed in to your Stripe account Stripe will have you skip this screen altogether.
After authorizing your new Stripe account you’ll be redirected back to your Harpoon account with a message letting you know the connection was successful.
Now you’re ready to start accepting credit and debit card payments online from your clients. You’ll want to make sure you have online payments turned on for your invoices by visiting your Invoice Settings screen and checking “Allow clients to pay invoices online” checkbox within the Miscellaneous section of the screen.
With that option checked all new invoices you create will automatically accept online payments. When your client views one of your invoices they’ll see a large payment button next to their invoice.
Clicking that button will present a payment form to your client where they can pay the invoice via credit or debit card.
Any online payments received from your clients will automatically be recorded in your Harpoon account.
Note: For invoices you created before connecting to Stripe you’ll need to manually turn on online payments for each invoice. You can do so by editing the invoice, clicking on the "Customize" button, and making sure the “Allow client to pay invoice online” checkbox is checked. This is also how you can turn off online payments on a per invoice basis.
To learn more about online payments view the Online Payments support articles.