Editing an Existing Fee Structure

How to Edit 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. In the search bar, search for the fee structure you would like to edit
5. Hover over the desired fee structure, scroll to the right, and click the pencil icon
6. Make the desired changes to the fee structure 
7. Click “Save Changes” in the lower right hand corner 
   1. 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 clientsupport@zoefin.com or 646-264-4449.