Other
Staggered Quarters
BillFin can stagger the period for which your clients are billed. So instead of charging all of your clients in one quarter you can spread them out so that some are billed for the standard quarters, JAJO, or bill some starting in February, or March ...
How do you typically prorate? – Explained
This setup questions is asking you how you break your annual rate down into billing-period portions. For example if you bill quarterly and simply divide your annual rate by 4 to get a quarterly rate then you would select Divide by 4. If you count the ...
Subscription Pricing Plans
Please go to our website found below for current pricing. https://www.redi2.com/billfin/
To Start Over (Replacing manually added accounts with synced accounts or vice versa)
If you are onboarding and getting setup in BillFin and find that you want to start over, please email support@billfin.com. A main reason to start over would be when a majority of accounts are incorrectly grouped/ungrouped (under wrong clients), We ...
Holiday Hours
Please note our holiday support hours below:
Adding a New User
When you are looking to add a new user to your BillFin account, please know that most of our agreements only allow up to three users. Please note that you can not add users on your own it must be done by the support team. We would be happy to add any ...
Understanding Average Daily Values
Your asset data is shared by your custodian with BillFin. They do not send values on the weekends or on holidays which means that they provide positions for around 65 days a quarter. BillFin takes the account's position totals for each day and ...
How to Add or Edit a Reminder
Reminders can be added to clients to help you quickly note important items during your billing. You can add a reminder following the steps below. Note: users can add reminders on both the Clients page and the Fees page. If you add a reminder on the ...