How to Edit a Fee Structure
Log into app.zoefin.com
Click the “Billing” tab on the left hand side
If not opened by default, click “Fee Structures” in the ribbon at the top of your screen
In the search bar, search for the fee structure you would like to edit
Hover over the desired fee structure, scroll to the right, and click the pencil icon
Make the desired changes to the fee structure
Click “Save Changes” in the lower right hand corner
All accounts enrolled in this fee structure will have the changes implemented during the next billing cycle.
If you need any additional assistance, you can contact your Zoe relationship manager or the Zoe Client Success team at [email protected] or 646-264-4449.