What's new

You can now send customer statements from Adfin to help nudge customers to pay what they owe. It’s an easy way to follow up on outstanding balances without sending individual chasers.

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With Adfin, you can:

• Set a default statement setup for your account, with the option to customise it per customer
• Choose when statements are sent, on a schedule that works for you ⏰
• Add rules so statements only go out when a payment is a certain number of days overdue, or when the outstanding balance is above a set amount
• See a history of payments, giving customers clear context on what’s been paid and what’s still due 📄

Customers can quickly review their outstanding invoices and pay directly, making it easier to settle balances in one place 💸

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You can control how statements are used through your customer default workflows, so they fit neatly into your existing credit control process.

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👉 Head to Settings → Workflows → Statements to customise your rules and sending schedule.

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