> ## 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.

# Manage your clients in Hedwig

> Add and manage clients in Hedwig, track total earnings and outstanding balances per client, and view all linked invoices and projects in one place.

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.

## 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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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              |
    | Email   | 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            |
  </Step>

  <Step title="Save the client">
    Tap **Create Client**. The client appears at the top of your list immediately.
  </Step>
</Steps>

<Note>
  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.
</Note>

## 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.

<CardGroup cols={2}>
  <Card title="Total earnings" icon="circle-dollar-sign">
    The total amount you have received from this client across all paid invoices and payment links.
  </Card>

  <Card title="Outstanding balance" icon="clock">
    The sum of all invoices that are sent but not yet paid — invoices with a status of Sent, Viewed, or Overdue.
  </Card>

  <Card title="Client since" icon="calendar">
    The date you added this client to your workspace.
  </Card>

  <Card title="Contact info" icon="mail">
    Email and phone number, shown at a glance. Tap **Edit** to update these at any time.
  </Card>
</CardGroup>

To see all invoices and projects linked to a client, use the **Projects** screen and filter by client name.

## 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.

<Note>
  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.
</Note>

## 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 |

Use **Outstanding** to quickly find clients with unpaid invoices that need a follow-up.

<Tip>
  If a client has no earnings yet, their list entry shows how long ago you added them instead of a dollar amount — so you can spot newer relationships at a glance.
</Tip>