{"id":9409,"date":"2025-06-16T13:18:54","date_gmt":"2025-06-16T12:18:54","guid":{"rendered":"https:\/\/churchtools.academy\/?post_type=docs&#038;p=9409"},"modified":"2025-09-04T20:26:03","modified_gmt":"2025-09-04T19:26:03","password":"","slug":"19-how-to-add-a-new-client","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/19-how-to-add-a-new-client\/","title":{"rendered":"How to add a new client"},"content":{"rendered":"\n<p>To add a new client, navigate in the <em><strong>Finance module<\/strong><\/em> (1) to the <em><strong>Master Data<\/strong><\/em> (2), select <em><strong>Clients<\/strong><\/em> (3) and click on <em><strong>Add<\/strong><\/em> (4).<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1240\" height=\"314\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-408.png\" alt=\"\" class=\"wp-image-16588\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-408.png 1240w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-408-300x76.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-408-1024x259.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-408-768x194.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-408-360x91.png 360w\" sizes=\"(max-width: 1240px) 100vw, 1240px\" \/><\/figure>\n\n\n\n<p>Then fill in all fields (1) and save (2) the new client.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"274\" height=\"594\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-407.png\" alt=\"\" class=\"wp-image-16586\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-407.png 274w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-407-138x300.png 138w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-407-236x512.png 236w\" sizes=\"(max-width: 274px) 100vw, 274px\" \/><\/figure>\n\n\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-background is-vertical is-layout-flex wp-container-core-group-is-layout-002f1c27 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#22c55e;border-left-width:0.5rem;background-color:#dcfce7;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Tip<\/strong><\/p>\n\n\n\n<p style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">You can use this button to switch between the existing clients and accounting years:<br><br><img decoding=\"async\" width=\"940\" height=\"158\" class=\"wp-image-16584\" style=\"width: 750px\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-406.png\" alt=\"\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-406.png 940w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-406-300x50.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-406-768x129.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-406-360x61.png 360w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/p>\n<\/aside>\n\n\n\n<aside class=\"wp-block-group ct-artikel-zum-weiterlesen has-background is-layout-constrained wp-container-core-group-is-layout-89fd719a wp-block-group-is-layout-constrained\" style=\"border-radius:8px;background-color:#f9fafb;margin-top:24px;margin-bottom:24px;padding-top:32px;padding-right:24px;padding-bottom:32px;padding-left:24px\">\n<h4 class=\"wp-block-heading has-medium-font-size\">Read more<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/19-how-to-add-a-new-accounting-year\/\" data-type=\"docs\" data-id=\"9408\">How to add a new accounting year<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/19-how-to-set-up-an-account-chart\/\" data-type=\"docs\" data-id=\"9427\">How to set up an account chart<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/19-how-to-add-taxes\/\" data-type=\"docs\" data-id=\"9414\">How to add taxes<\/a><\/li>\n<\/ul>\n<\/aside>\n","protected":false},"excerpt":{"rendered":"<p>To add a new client, navigate in the Finance module (1) to the Master Data (2), select Clients (3) and click on Add (4). Then fill in all fields (1) and save (2) the new client. Read more<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[441],"doc_tag":[],"knowledge_base":[224],"class_list":["post-9409","docs","type-docs","status-publish","hentry","doc_category-master-data-finance","knowledge_base-churchtools-modules"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"year_month":"2026-04","word_count":50,"total_views":"2357","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Jasper Stehmeier","author_nicename":"jstehmeier","author_url":"https:\/\/churchtools.academy\/en\/author\/jstehmeier\/"},"doc_category_info":[{"term_name":"Master data","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"Modules","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/","term_slug":"churchtools-modules"}],"knowledge_base_slug":["churchtools-modules"],"_links":{"self":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/9409","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/comments?post=9409"}],"version-history":[{"count":3,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/9409\/revisions"}],"predecessor-version":[{"id":39360,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/9409\/revisions\/39360"}],"wp:attachment":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/media?parent=9409"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_category?post=9409"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_tag?post=9409"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/knowledge_base?post=9409"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}