What's new
Xero Branding Themes: specify precisely which invoices are imported from Xero to Adfin
Set up Xero branding theme templates to select which Xero invoices are imported and sent by Adfin. You can also use branding theme templates to either send the invoice to your customer as a one-time payment request, or schedule a payment for collection by direct debit.
Configure this by navigating to Settings > Integrations > Xero > Manage Connection. Once enabled, Adfin will only import invoices that are created using an Adfin branding theme template.
Creating an invoice with a "one-time payment" template will route the invoice for a one-time request to be paid via card or pay by bank. Using a "direct debit" template schedules the invoice for collection by direct debit - if your customer hasn't yet been sent a direct debit mandate, we'll send a mandate first before scheduling payment. We automatically send reminders on unsigned mandates to help you relax!