What's new
Introducing customer agents
Customer agents let you manage how payments are collected for different groups of customers.
Each agent brings together the rules for when to send reminders, how to communicate with customers, which payment options to offer, and what actions to take to help you get paid.
If your an existing Adfin user, customer agents replace and upgrade existing workflows. Your current setup has been migrated automatically, so there is no change to how you collect or manage payment collections.
As part of this launch, we’re also introducing support for late fees, giving teams more flexibility to apply charges to overdue invoices where needed.
You’ll see customer agents in your Adfin account as part of our staged rollout.
👉 You can view your customer agents here