How to Add a New Client in Rentopian
In this article, we'll walk you through the steps to add a new client to your Rentopian account. There are two main ways to add a client, and we’ll cover both along with key setup options such as client types, tax exemptions, and custom fees.
1. Setting Up Client Types
Before adding a new client, it’s helpful to define Client Types under the Clients menu. These types categorize your clients and allow you to:
Apply special discounts
Automatically exempt them from taxes or damage waivers
To add a client type:
Go to Clients > Client Types
Click Add Type
Fill in the required fields (e.g., title, discount rate, exemptions)
Click Confirm
2. Adding a New Client from the Clients Menu
Navigate to Clients > Add Client. The client creation page is divided into sections:
Section 1: Company Info
Company: The client’s company name
Type: Select a predefined client type
Location: Choose the applicable location
Status: Active or Inactive
Section 2: Personal Details
First and last name
Email address or phone number (at least one is required)
Optional photo upload
Section 3: Billing Address
Fill in the address fields or use the auto-suggest feature
Check "Delivery address same as billing" if applicable
Section 4: Additional Information
Assigned account manager
Referral source (optional)
Notes about the client (internal use only)
Section 5: Exceptions and Special Conditions
Special Tax Rate: Select a custom tax rate
Invoice Term: Choose between Net 15, Net 30, etc.
Exemptions: Tax, Damage Waiver, Rush Delivery
Custom Delivery & Pickup Cost: Set fixed rates
Special Discount: Apply a fixed or percentage-based discount
Once all information is entered, click Save Client. A confirmation banner will appear, and the new client will be added to your contact list.
3. Adding a Client During Order Creation
You can also create a client while generating a new order:
Go to Orders > List > Create Transaction
Scroll to the Client section
Click Add New Client
This opens a pop-up form with essential fields like:
First name, Last name
Email or phone (required)
Client type, location
Driver’s license and notes (optional)
Client address
Fill out the required fields, click Save, and the client will be added directly to the order and the system.
4. Verifying the New Client
To verify the client has been added:
Go to Clients > Clients List
Find the new client entry
Click the eye icon to view client details