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Charging a circle

Feature RequestCircles

We currently have charges set up against joint clients. Circles is meant to be replacing joint clients but it doesn’t seem possible to set up a single charge against a circle.

A number of joint clients pay a single monthly direct debit from their joint bank account so it wouldn’t make sense to have to split this out.

Posted by Stephen Fyfe ·
Status: In Progress3 comments

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Comments3

  • Francois van der Merwe

    •

    May 20, 2025

    Would be amazing to be able to incorporate a tiered ongoing fee structure against a Circle - this is how my firm charges in real life.

  • Gareth (G) Thompson

    Team•

    Mar 21, 2025

    Hi @Katarzyna Searle , circle charging hasn’t been released yet but is in development. For now, we would recommend you carry on raising joint charges on the joint account.

  • Gareth (G) Thompson

    Team•

    Mar 12, 2025

    Hi @Stephen Fyfe this is currently being worked on :)