Templi
Plans

View and manage client charges

Charges record what a client pays your firm, as a fee or commission, either on a specific plan or for the client without a plan, such as a planning retainer. You add and change a plan's charges on its Charges tab, and see all of a client's charges on their Plans tab.

Where to find it

  • A plan's charges: open the plan and click the Charges tab, at https://app.templi.ai/plans/<plan>/charges. Start from the client's Plans tab, or from Library > Plans.

  • All of a client's charges: open the client and click the Plans tab, at https://app.templi.ai/clients/<client>/plans. Each plan's line shows its charge, or how many charges it has. Charges with no plan are listed under Fees not on a plan. The old address https://app.templi.ai/clients/<client>/charges also brings you here.

Read the charges table

A plan's Charges tab lists what each charge is for, the plan it is on, its type, how often it is paid, who pays, when it started, its status and the amount or percentage. Use Search what the client pays to find a charge by its description, reference or what it is for.

A charge that came from your back-office system shows a From badge under the amount naming that system, so you can tell it apart from one you recorded yourself.

Add a charge to a plan

  1. On the plan's Charges tab, click Add charge.

  2. Under For, choose what the charge is for: Initial advice, Ongoing service, One-off or Other.

  3. Choose the Type: Fee or Commission.

  4. Under Charged as, choose Set amount or Percentage, then enter the Amount or Percentage. You cannot save the charge without it.

  5. Set How often (One-off, Weekly, Fortnightly, Monthly, Quarterly, Half-yearly, Annually or Other) and, if tax applies, the Tax rate %.

  6. Choose who it is Paid by (Client, Provider or Not recorded) and its Status (Active, Not started, Ended, Cancelled or Unknown).

  7. Add a Description, the Started on date and, if it has stopped, the Ended on date. Click Add charge, or Save and add another to keep going.

A charge on a joint plan is recorded against every client on the plan.

Edit or remove a charge

On the plan's Charges tab, click Edit charge on the row, change what you need and click Save changes. To remove one, click Remove charge on the row and confirm with Remove charge.

Removing a charge only removes it from Templi. Nothing is sent to your CRM, and the charge stays there.

Ask Templi about charges

Ask Templi is the way to record a charge that is not tied to a plan, and it can add or change any other charge too. Open Ask Templi and type, for example:

  • What is Sarah Winters paying us each year?

  • Add a £125 a month planning retainer for Sarah, starting January.

  • Change the ongoing charge on Sarah's SIPP to 0.5%.

Templi shows you what it recorded, and you can correct it in the same conversation. Charges are recorded in Templi only and are never sent to your CRM.

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