# Clients

## Clients Overview

Once you clicked on **Clients**, the first thing you'll see is all the clients you've added. To get an overview of the most important information we list the **company or client** name, **contact name**, the date you **added** the client, and the number of **projects** associated with this client. When you click on the **actions** dots you can view, edit, archive, and delete the client. You can also choose the color for this client to visually differentiate the entries. \
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Looking for someone specific? Click the "Search Clients" box to do a search. You can also filter the clients based on *last added,* clients with *open invoices* or *active projects*, as well as *archived* clients.

![Kosmo Clients List](https://442784952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8Wz1psyFYFlr2IanSQzC%2Fuploads%2FKaK10zRObkhFiKqskCXc%2FScreen%20Shot%202022-05-10%20at%202.03.55%20PM.png?alt=media\&token=182fbc61-9af0-4aa8-b25a-c5c6496915ef)

## How to Add a New Client

To add a new client, click the "New Client" button. You'll see a popup that asks for some basic client information. The only information that is required is the **company or client name. Contact's first and last name, email, and phone number** are all optional fields. Click "Add Client" and your client will be created.

![Add a new client to Kosmo](https://442784952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8Wz1psyFYFlr2IanSQzC%2Fuploads%2Fw4NLALbjSTEinM8CMbUj%2FScreen%20Shot%202022-05-09%20at%204.28.55%20PM.png?alt=media\&token=8df40e98-71a2-448b-8f16-cb83f7c1d678)

## Detailed Client View

After clicking on one of your clients in the list or after adding a new client, you'll see a more detailed view of the client:

* [**Invoices**](https://learn.joinkosmo.com/navigation/clients#invoices)
* [**Projects**](https://learn.joinkosmo.com/navigation/clients#projects)
* [**Notes**](https://learn.joinkosmo.com/navigation/clients#notes)
* [**Contact information**](https://learn.joinkosmo.com/navigation/clients#contact-information)

![Kosmo detailed client view](https://442784952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8Wz1psyFYFlr2IanSQzC%2Fuploads%2FX3uxhZJ0QDchRqvFp5UT%2FScreen%20Shot%202022-05-09%20at%204.25.05%20PM.png?alt=media\&token=d27f751c-2c85-406b-9a9c-406022f93e66)

### Invoices

Get a quick overview of how much you've earned by working with this client. **Invoices** **sent** shows the total number of invoices sent to this client. **Outstanding** displays the amount that was added to invoices but wasn't paid yet. **Overdue** indicates the income that was added to invoices but wasn't paid by the due date, while **Received** displays the paid income. You can also create a new invoice for this client by clicking the ["New Invoice" button](https://learn.joinkosmo.com/navigation/invoices#how-to-create-an-invoice).

### Projects

This area lists all projects that are associated with this client. You'll see the **Project Name** and the **Status** of the project. You can also click the three dots under the gear icon to quickly mark the project as complete and to edit, archive, or delete the project. [Click "New Project"](https://learn.joinkosmo.com/navigation/projects#how-to-add-a-new-project) to add another project.

### Notes

Save all important information relating to this client under the notes section. No matter if it's just general guidelines the client gave you or meeting notes, click the "New Note" button to add a new note. After you created the note, you'll see the note's **title** and date **created** listed under Notes. When clicking the three dots under the gear icon you can either edit or delete the note. To see what you've written, simply click on the title to open the complete note.

![Add a new note to a client](https://442784952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8Wz1psyFYFlr2IanSQzC%2Fuploads%2FymcRCThff35daJYZdmAz%2FScreen%20Shot%202022-05-09%20at%204.17.01%20PM.png?alt=media\&token=ce447e76-ced7-4f19-8aaa-0cef3e235657)

### Contact Information

To add more information to the client, click the three dots next to the client icon. You can either edit, archive, or delete the client. You can also choose a color for the client icon. The client icon will show the first letter of the contact person's first and last name or the first two letters of the company name. After clicking "edit" you'll see a popup to enter more detailed client information: **first and last name** of your client**, address, email, phone,** and **website.**