---
title: How to add a new client
description: "To add a new client, navigate in the ***Finance module*** (1) to the ***Master Data*** (2), select ***Clients*** (3) and click on ***Add*** (4). ![](https://staging.churchtools.academy/wp-content/uploads/2024/06/image-408.png) Then fill in all fields (1) and save (2) the new client. ![](https://staging.churchtools.academy/wp-content/uploads/2024/06/image-407.png) **Tip** You…"
url: "https://staging.churchtools.academy/en/help/churchtools-modules/master-data-finance/19-how-to-add-a-new-client/"
updated: "2025-09-04"
category: Finances / Master data
---

# How to add a new client

To add a new client, navigate in the ***Finance module*** (1) to the ***Master Data*** (2), select ***Clients*** (3) and click on ***Add*** (4).

![](https://staging.churchtools.academy/wp-content/uploads/2024/06/image-408.png)

Then fill in all fields (1) and save (2) the new client.

![](https://staging.churchtools.academy/wp-content/uploads/2024/06/image-407.png)

**Tip**

You can use this button to switch between the existing clients and accounting years:

![](https://staging.churchtools.academy/wp-content/uploads/2024/06/image-406.png)

#### Read more

- [How to add a new accounting year](https://staging.churchtools.academy/en/help/churchtools-modules/master-data-finance/19-how-to-add-a-new-accounting-year/)
- [How to set up an account chart](https://staging.churchtools.academy/en/help/churchtools-modules/master-data-finance/19-how-to-set-up-an-account-chart/)
- [How to add taxes](https://staging.churchtools.academy/en/help/churchtools-modules/master-data-finance/19-how-to-add-taxes/)