What's new?

We’ve got great news. Direct debit payments will now be paid out to you two working days faster! 🎉

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This applies for all direct debit payments that are submitted from 8th July. We’re excited to bring you quicker payouts so you can get your money sooner.

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🗓️ New direct debit timeline

• Day -1: Adfin sends advance notice of the collection to your customer
• Day 0: Adfin submits the payment for collection
• Day 2: The payment is debited from your customer
• Day 4: The payment is marked as final and paid out to you 💸

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Thanks for choosing Adfin. We’re always working to make sure you get paid faster! 🚀

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We’ve added a brand new review sessions screen to make it easier than ever to check and edit your invoice data before sending. 🎉

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🔎 What you can do

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With review sessions, you can:

• 🧑‍💼 Update or modify customer information
• 💰 Edit invoice details like amounts or due dates
• 🔢 Change invoice numbers

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You'll be taken to this screen after you upload invoices to Adfin. You’ll save time and feel confident everything’s correct before hitting send.  ✅

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We’ve supercharged invoice uploads to make it easier and faster than ever to upload large volumes of invoices. 🚀

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🗂 What’s new

• More file types: Upload invoices as PDFs, images, and now CSV/Excel files (in any format!).
• Automatic invoice generation: When you upload a CSV, Adfin will create your invoice PDFs automatically. 📄
• Intelligent capture: Adfin extracts key information from your invoices so you can review everything before sending. 🧐
• Bigger batches: Upload up to 200 invoices in one go, using a single file type per batch.

Now you can handle big invoice uploads with less effort and get paid faster. 🎉

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This one’s for all the Excel lovers out there - you can now download everything from the accept payments, manage customers, and view transactions dashboards straight to CSV! 🙌

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💾 How it works

• Head to any of the dashboards.
• Click the Download CSV button in the top right corner.
• ✅ Want specific info? Select what you’d like to export before clicking the button.
• 📥 Want it all? Click Download CSV without selecting anything to grab everything at once.

Now you can analyse, filter, and work with your data however you like, making it easy to reconcile back into other platforms that Adfin is not currently integrated to. 🥳

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We’ve replaced the old Payouts dashboard with a brand new Transactions dashboard — packed with more detail to help you stay on top of your payments.

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👉 Where to find it: Click View transactions in the side menu.

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💡 What’s inside

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Here’s what you can see at a glance:

• ⚙️ Processing payouts -the payments we’re preparing to send, minus any failures or chargebacks, for each payout date.
• 💸 Paid out payouts - payments we’ve already sent, with full details of any deductions (like chargebacks or late direct debit failures).
• 🏦 Available balance - the funds ready to be paid out. Since we usually pay out within a couple of hours of receiving funds, this balance is often zero or negative (for example, due to chargebacks or late payments).

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🌟 Other improvements

• Better payouts over bank holidays! 🎉 We’ve upgraded how we handle payouts during these periods , so you’ll see fewer late payment failures for direct debit payments.

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You can now customise how your tables look and work — here's what's new:

• Resize columns
  Want more space where it matters? Just grab a column divider and drag to adjust the width — all rows are now fully resizable.
• Save filter views
  After applying filters to a table, click the small cog icon on the right. You can save your current filter setup, give it a name, and use it again anytime.

Perfect for when you want to quickly switch between views or keep things just how you like them.

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We’ve updated the accept payments dashboard to help you stay on top of your cash flow and credit control, all in one place.

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💼 Stay in control of payments

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To make credit control easier, Adfin now groups your invoices and payment requests into three  buckets:

• At risk : Payments that are either overdue, where the mandate hasn’t been signed, or the payment has failed
• Expected: Payments that are still outstanding or scheduled
• Confirmed: Payments that have been made but haven’t settled yet

You can use quick filters to switch between buckets in the credit control widget and dive into the details.

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💰 Keep track of your cash position

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See a summary of your cash activity across this month and last month:

• What’s still unpaid
• What’s in progress (being collected)
• What you’ve already been paid — including Adfin payouts and any payments marked as paid in Adfin or your connected accounting software

🛠️ Customise it your way

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You can tailor the dashboard to suit how you work: customise the widgets, collapse sections, and focus on what matters most.

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Need to take a quick payment? You can now create standalone payment links - no invoice required.

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Just head to Payment Links in the side menu and generate a link you can send via WhatsApp, email, or however you like. It’s perfect when you’ve got a client on the phone and want to take a payment quickly and securely.

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If you’ve connected your accounting software to Adfin, a payment  will automatically be created in Xero or QuickBooks once the payment comes through.

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You can now raise, send, chase, and take payment for invoices - all from the Adfin Console.

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Click Invoices in the side menu to create professional, branded invoices your clients will actually enjoy paying.

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Invoices made in Adfin can be automatically pushed to Xero (QuickBooks support is coming soon!). Just head to Settings > Integrations to get started.

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We’ve made a few improvements to make syncing smoother and faster:

• Invoices are now marked as sent in Xero and QuickBooks as soon as you send them from Adfin
• You can now see which QuickBooks company is connected right from your Adfin settings
• We’ve upgraded our connections so your invoices sync faster than ever

We're pleased to share that we are currently in beta with a small number of clients in Guernsey, please contact us if you are interested in joining this!

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You'll be pleased to hear that this supports the full range of Adfin functionality, including direct debits, cards and pay by bank!

Select "more actions" within the invoice tray to delete any invoice that is not in submitted or paid. This will permanently delete the invoice from Adfin.

We've made a series of upgrades to our invoice upload tool - now you can drag and drop up to 50 invoices at once!

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On top of that, the tool is now faster than ever! So that upload will feel like a breeze... even when working on 50 in parallel.

For customers with a mandate that is still awaiting signature, you can find a link to their mandate page by selecting the customer record, clicking on "more actions" from the bottom of the tray and copying the mandate link.

We've upgraded our merge customer functionality so you have full flexibility to select which associated item from each customer record to keep when merging, making it easier to manage your duplicate customers.

We've added a Settled status for invoices to make it easier to track which invoices you have receievd funds to your bank account for.

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We'll update the invoice status to Settled once we have made the payout of funds to your bank account.

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Please note, if your invoice has been marked as paid by a non-Adfin payment, it will remain in the Paid state.

Now you can change an invoice that you have already sent between On Demand and Auto Collect.

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Click into the invoice and select the "update" option in the workflows section. This will give you the option to update the workflow between On Demand and Auto Collect.

Have a client that would love using Adfin? Click "make a referral" in the console and find your dedicated referral link for sign ups.

We've made it even easier for your customers to pay their invoices! Our new payment pages are so slick, your customer don't have any more excuses...

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Your branding is now even more prominent and you can also set a secondary branding colour to be used in the background of the pages and emails.

Would you like to limit card payments to lower value transactions so you can avoid paying higher fees? Or limit your exposure to direct debit indemnity claims?

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Now you can set payment limits by payment method!

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Noticing that some of your WhatsApp notifications are failing because your customers aren't on WhatsApp?

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Now Adfin will automatically send an SMS message instead when the WhatsApp fails!

Customise how you remind your customers to sign their mandate and what happens when a payment fails.

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With Adfin, if a direct debit payment repeatedly fails we will automatically send your customer an On Demand payment request to pay by card or bank. With this update you can now customise how many times you want to attempt the direct debit before requesting an On Demand payment.

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You can set the default at your account level and also configure different rules for specific customers.

Create new workflows from scratch or modify existing ones by accessing Settings → Workflows.

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You can create and set default workflows at account level and set different rules for specific customers.

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We've made more improvements to our invoice upload tool. We're now using multiple LLM AI models in the background to optimise for performance, meaning that things are more accurate and faster than ever!

Now you can opt to receive an email each time one of your customer's signs a direct debit mandate.

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To enable this, head to settings > notifications and toggle on email alerts for "Direct debit mandate signed".

Navigate to Settings > Notifications to set which email notifications you receive from Adfin. The preferences you set here only apply your own user account and not to other users on the same Adfin account.

Now you can opt to receive an email each time a customer pays! Head to settings > notifications to turn this email on or off.

Sign up and get started with Adfin faster than ever before.

Voided invoices are now hidden by default from view - to view them, use the status filter on the invoice view and select "Void".

We've added sign in with Xero to make it quicker than ever for Xero users to log in to Adfin.

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We've made a number of small improvements to Adfin based on your feedback.

We've improved our onboarding process so you can start accepting payments whilst your bank account information is being reviewed.

Click on an invoice and select the log to view the future workflow steps.

Configure a default chasing workflow for one-time payment requests and retry workflows for direct debits.

We've launched an assistant to help you get started with Adfin.

Adfin's integration with QuickBooks is live! Connect your Adfin account with a QuickBooks organisation to automatically import invoices, customers and make reconciliation easy.

For those who like to reconcile in excel, now you can download a CSV with full details of payments and invoices by payout.

We've added new actions to the console to allow resending of invoices and resending of direct debit mandates in bulk.

To make it easier to manage your invoices on Adfin, we have now enforced unique invoice numbers.

We've updated our Adfin user notification emails to include additional alerts.

Adfin now syncs edits made to invoices that are already approved on Xero.

Create your own tags with descriptions and emojis for customers.

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View your payouts and which invoices they relate to.

Workflows are now configurable in Adfin! Head to settings to select your default set of reminders for invoices.

Real-time syncs from Xero to Adfin for payments applied to invoices.

Add multiple contacts to a customer and opt to send emails from Adfin to multiple recipients.

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We've made more updates and improvements to our emails.

Hover your cursor over the activity for a Scheduled or Processing invoices to see information on the payment.

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Send another reminder without interrupting existing reminder workflows.

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We've simplified our invoice statuses and added new information to make it easier to track what is going on.

We’ve updated direct debit statuses to give you a clearer view of each step and when the last status change took place.

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All actions (like voiding invoices, deleting invoices, or removing customers) can be applied in bulk.

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We've upgraded and added several new features to the Console.

Showcase your brand by adding your own touch to customer communications sent by Adfin.

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Import all of your customers from Xero, or create add them to a Contact Group and tell us which Groups to import.

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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.

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See which customers owe you money and their direct debit mandate status.

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You can now delete any draft invoices added to Adfin that you do not wish to send. Just click on the invoice and an option to delete will appear at the bottom of the tray.

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Based on your feedback we’ve added new features to save you time and effort when using Adfin.

Direct debit payments are here! Send your customers a mandate to start collecting payments on autopilot.

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