Creating a Fee Structure

How to Create a Fee Structure

1. Log into app.zoefin.com
2. Click the “Billing” tab on the left hand side
3. If not opened by default, click “Fee Structures” in the ribbon at the top of your screen
4. Click “Create Fee” 
5. Input the details of your desired fee structure (below), and click “Next”
   1. Give it a name 
   2. Collection Type (Advance, Advance with Proration, Arrears)
   3. Structure (Flat Amount, Flat Rate, Tiered Fee)
   4. Valuation Type (Average Daily, End of period, End of period w/ Adjustments for cash flows)
   5. Billing Frequency (Monthly/Quarterly)
      1. Quarterly Cycle (If applicable)
6. Review the fee structure. Assuming all looks correct, click “Add Fee Structure”

If you need any additional assistance, you can contact your Zoe Relationship Manager or the Zoe Client Success team at clientsupport@zoefin.com or 646-264-4449.