Your client list is the foundation of your workspace. Every invoice, project, and contract you create can be linked to a client, giving you a complete picture of each relationship — from the first project to the latest payment.Documentation Index
Fetch the complete documentation index at: https://help.hedwigbot.xyz/llms.txt
Use this file to discover all available pages before exploring further.
Add a client
You can add a client at any time from the Clients screen. Tap the + button in the top-right corner to open the new client form.Open the new client form
Navigate to Workspace → Clients and tap the + button in the top-right corner. A form sheet slides up from the bottom.
Enter the client's details
Fill in the client’s information. Only the name is required — everything else is optional but recommended.
| Field | Required | Notes |
|---|---|---|
| Name | Yes | The client’s full name or display name |
| No | Used to send invoices, contracts, and payment links | |
| Phone | No | Stored for your reference |
| Company | No | Shown on invoices and in the client list |
Adding an email address is strongly recommended. Hedwig uses the client’s email to automatically deliver invoices, contracts, and payment links when you send them.
Client workspace view
Tap any client in your list to open their detail sheet. This gives you a snapshot of your financial relationship with that client.Total earnings
The total amount you have received from this client across all paid invoices and payment links.
Outstanding balance
The sum of all invoices that are sent but not yet paid — invoices with a status of Sent, Viewed, or Overdue.
Client since
The date you added this client to your workspace.
Contact info
Email and phone number, shown at a glance. Tap Edit to update these at any time.
Edit or delete a client
From the client detail sheet, tap Edit to update any of the client’s details. Tap Delete — or swipe left on a client in the list — to remove the client permanently.Deleting a client does not delete associated invoices, projects, or contracts. Those documents remain in your workspace and can be accessed from their respective sections.
Sort and filter your client list
The clients screen has three sort options, accessible as filter chips at the top of the list:| Sort option | What it shows |
|---|---|
| Recent | Clients sorted by when you added them, newest first |
| Top Earners | Clients sorted by total earnings, highest first |
| Outstanding | Clients sorted by outstanding balance, highest first |