What's new

Control how Adfin collects payments for each customer, without your team having to decide every time. Defaults keep collections consistent and aligned with customer agreements.

• ⚙️ Choose how each customer pays – set Auto Collect or On Demand as the default.
• 📄 Decide how payments are requested – collect invoices individually or only via statements.
• 🚫 Prevent the wrong method – turn off Auto Collect for customers who haven’t agreed to direct debit.
• 👥 Manage at scale or individually – set rules globally, bulk update multiple customers, or fine-tune workflows for a single customer.
• 🔁 Works with Xero and QuickBooks – Adfin follows your accounting rules where set, or falls back to customer defaults.

You’ll find this in Settings → Workflows → Customer defaults, or on each customer’s Workflows tab.

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