The Client Directory provides a list of all of your clients, along with a basic profile of each client, where you can add and edit details or see any associated projects and invoices. When viewing the Client Directory, by default, only Active clients will appear.

🎓 All Admins and any non-admin users with View Client permissions enabled can access the Client Directory by navigating to Contacts > Clients. Only users with Manage Clients permissions are able to create, edit, and delete clients.

To find a client, use the Client Name search in the upper-left corner to search using attributes such as the client's name, company name, or email. Additionally, use the Filter by: Status option at the top of the page to show only Active or Inactive clients. The client list can also be sorted by clicking on the header for any of the columns.

To view more detailed information about a client, click on any client's name to open their individual Client Profile.

The Client Profile shows the client’s Basic Information, Contact Information, and any associated Projects and Invoices. If any information needs to be adjusted, click on Edit to make the necessary changes.

Users who have permission to Edit Invoices or Edit Assigned Projects can also view any invoices or assigned projects within each Client Profile. Click on a project name to open the Overview page for the project, or click on an Invoice number to open that specific invoice.

There are three different ways to add a client to the Client Directory:

To add a client from the Client Directory, click on Add Client in the upper right corner.

Enter the Company and Contact information that should be associated with the client and click Create once complete.

A new client can be added to the Client Directory during the invoice creation process. To do this, navigate to the Invoice Designer and select + Add New Client from the Bill To drop-down.

Learn more about adding a client directly from within an invoice here.

When Monograph is synced with Quickbooks Online, any clients that have been created in QBO can be imported into Monograph.

Learn more about syncing Clients between Monograph and Quickbooks Online here.

When you create an invoice, the client that you selected for the invoice will automatically be linked to the applicable project, and both the project and the invoice will appear within the client's Client Profile.

To associate a client with a project without creating an invoice, navigate to the project and click on Details in the left side menu. From there, click on the Edit button and use the Client drop-down to associate the client with the project.

If there are specific clients that your team is no longer working with, they can be marked as Inactive to remove them from any client drop-down lists, such as within the Invoice Designer. This will also move them to the Inactive list in the Client Directory.

To make a client Inactive, open their Client Profile, click on More in the upper right corner, and then select Deactivate.

If Quickbooks Online is synced with Monograph, any clients marked as Inactive in Quickbooks Online will automatically be marked as Inactive in Monograph. Deactivating a client in Monograph will also mark them as Inactive in Quickbooks Online.

This also applies to reactivating a client - reactivating a client in Monograph will reactivate the client in Quickbooks Online, and reactivating the client in Quickbooks Online will also reactivate the client in Monograph.

🎓 Deactivating a client will not remove the client from any existing invoices or reporting. It will only prevent the client from being added to new projects or invoices.
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NOTE: Inactive clients will be added to new invoices by default if the client is still associated with the project.

Who in my firm can access the Client Directory page?