# Clients

> Every client your firm works with in one sortable list, with what they owe, their projects, and a search across name, email, phone and company.

Source: https://docs.moodiri.com/directory/clients

![Clients list in the Directory, with a search box, an add button, and rows such as Alex Rivera with $23,979.50 due and Jonathan Mills with $132,335.00 due.](https://docs.moodiri.com/shots/directory--clients-1600.webp)
Same screen with numbered callouts: https://docs.moodiri.com/shots/directory--clients-annotated.webp
Callout 1: Add client


The Clients list is where every client record lives. Use it to find a client fast, see who owes
money, and open a client's page for their projects, invoices and portal access.

Open **Directory** from the sidebar; it opens on **Clients**.

## What you see here

- A table with **Client**, **Due**, **Email**, **Phone**, **Company**, **Projects** and **Added**.
  Choose a column heading to sort by it. On smaller screens some columns are hidden.
- **Due** is what the client owes. It turns red when an invoice is overdue.
- **Search clients...** matches a client's name, email, phone or company.
- Choose a row to open the [client page](https://docs.moodiri.com/directory/client-page).

## Add a client

Choose **Add client** (the **+** beside the search) to open the new client steps. See
[Add a client](https://docs.moodiri.com/directory/add-a-client).

## Edit, invite or delete

These are on each client's page:

- [Send or resend a portal invite](https://docs.moodiri.com/directory/send-a-client-portal-invite)
- [Edit or delete a client](https://docs.moodiri.com/directory/edit-or-delete-a-client)

## Limits

- Only the owner and admins can add, edit or delete clients.
- A client with projects cannot be deleted until those projects are removed or given another client.

## Questions

### Why is a client's amount shown in red?

They have an invoice past its due date. The amount is what they owe across all their invoices.

### Can I add a client from a project instead?

Yes. In a project, choose **Manage clients** to pick an existing client or create a new one. See [Add a client to a project](https://docs.moodiri.com/projects/add-a-client-to-a-project).