Fee Schedules
How to Add a Fee Schedule
Users define fee schedules for their clients in BillFin so that BillFin knows how to calculate the client's fee. There are a couple ways to add a fee schedule in BillFin. The Fee Schedule page, found under the gear icon in the top right of BillFin, ...
Tiered Fee Schedules: Blended vs. Unblended
With a tiered fee schedule there are two options within BillFin, Blended and Unblended. An Unblended tiered fee schedule is where the total asset value is billed based on the rate of the tier at which the total of the assets lands. When an asset ...
To Edit or Change a Client's Fee Schedule
Go to the Clients page Go to the pencil menu for the client Click on "View Client Details" A slideout window will open Click on the pencil next to "Client Details" under the green banner of the slideout window Click on the fee schedule dropdown field ...
How to Set Up Special Pricing
To Setup Special Pricing (Assign an Account a Fee Schedule That is Different Than the Client’s other Accounts): - Navigate to the Clients page - Click on View Client Details in the pencil menu next to the client A slideout window will appear - In the ...
How to Modify a Fee Schedule
To Modify a Fee Schedule: Click on the gear icon in the top right of the BillFin screen Click on Fee Schedules Click on the pencil next to the fee schedule you want to change Modify the fee schedule rate, name, or client assignments Click Save Save ...