How do I create a client?
Not sure which one you're using? The new interface has a dark sidebar and /app/ in the web address; the classic interface has a bright blue sidebar. You can switch at any time: in the new interface, click your name (top right) and choose Switch back to classic; in the classic interface, hover your avatar (bottom left) and choose Try the new Harpoon.
A client in Harpoon is the person or company you provide services for. When you send out invoices, your clients are the ones who receive and pay them.
To create a client, click the New button at the top right of your screen and select Client. (You can also click Create New Client on your Clients screen.)
Fill out the new client form as follows:
- Company Name: The name of your client's company. If your client doesn't have a company name, enter their first and last name instead. This is what appears on any invoices or estimates sent to the client.
- Lead Source: How did you find this client, or how did they find you? Harpoon uses this to show which lead sources have been the most profitable for your business, on your Dashboard and in the Lead Sources report.
- Language: The language used for the invoices and estimates sent to this client.
- Status: Choose Lead, Active or Inactive. New clients start as Active. Learn more about client statuses.
- Address: Your client's address is displayed on any invoice or estimate sent to the client.
- Allow client to view Account Summary statement: When checked, your client can view an online Account Summary listing all of their paid and outstanding invoices.
Contact Details: Each client needs at least one contact person. The contact is who receives your invoices and estimates by email.
- First Name and Last Name: The contact's name. It appears in the emails sent to your client.
- Email: The email address your invoices and estimates are sent to.
- Phone: The phone number where you can reach your contact.
- Title or Department: For your reference only. Your client doesn't see it.
Click Add another contact... if you work with more than one person at the client.
Tax ID: Display your client's VAT or other tax ID number on their invoices and estimates using the Tax Name and Tax Number fields. This section only appears when client tax IDs are turned on in your Invoices & Estimates settings.
Custom Task Rates: Customize this client's hourly rates for your time-tracking task categories. These rates are used by default on new projects you create for this client, and you can adjust them further on each project.
Click Save and you'll be taken to the client's details screen.
To learn more about clients and related topics, view the Clients support articles.
A client in Harpoon is the person or company for whom you’re providing services. When you send out invoices your clients are the ones who receive and pay them.
To create a client click on the green Create (+) menu in the upper left of your screen and select Client.
You’ll now be presented with the New Client form.
Fill out the New Client form as follows:
- Company Name: Provide the name of your client’s company. If your client doesn’t have a company name go ahead and provide their first and last name here instead. This is what will appear on any invoices or estimates sent to the client.
- Lead Source: How did you find this client, or how did they find you? By selecting a source Harpoon will be able to track which lead sources have been the most profitable for your business over time and present that data on your Dashboard and Lead Sources Report.
- Language: This is the language that will be used for the invoices & estimates sent to this client.
- Address: The address of your client will be displayed on any invoice or estimate sent to the client.
Contact Details: Each client must have a contact person associated with it. The contact person is who will receive your invoices and estimates via email.
- First & Last Name: Supply the first and last name of the contact. This name will appear in the emails sent to your client.
- Email: This is the email address that your invoices and estimates will be sent to.
- Phone: The phone number where you can reach your contact.
- Title or Department: For your reference only. Not visible to the client.
Custom Task Rates: Here you can customize this client's hourly rates used for your time-tracking task categories. These rates will be used by default on all new projects created for this client. (Note: These rates can be customized even further on a per project basis as needed.)
Tax ID: Display your client's VAT or other tax ID number on their invoices and estimates. (Note: This option is only available when turned on in your global Invoice & Estimate Settings.
Save your new client and you’ll be presented with the Client Details screen for the client.
To learn more about Clients and other related topics view the Clients support articles.