Resource Hub
Welcome to our Resource Center! Here, you'll find tools and insights to streamline your processes and enhance customer engagement.
Reports
Report
Late payments report
How quickly does every UK region really get paid?
Report
The path to Double Zero
Is the path to zero debtors and zero work in progress possible?
Guides
What do you do when a client disputes one line on an invoice?
Find out exactly what is disputed, ask for the undisputed amount within terms, and correct the line with a credit note or revised invoice if it was wrong.
Can overseas clients pay a UK invoice in pounds?
Yes. Overseas clients can pay a UK invoice in pounds by card or international bank transfer. With a card, conversion fees usually fall on the client.
How can a consultancy let clients spread a large project fee?
Take a deposit, send staged invoices or let the client pay one invoice in instalments. Each spreads the cost, with different risk and admin for you to weigh.
How do I chase a client I like without damaging the relationship?
Keep reminders about the invoice, agree the pattern before work starts and use one friendly sequence for every client, saving your own voice for a call.
How can an agency make sure retainers are paid before payroll?
Count back from payday and set each retainer's due date so the slowest payment lands in time. Direct debit lets you choose the date and plan around payroll.
Why do retainer clients start paying late after the first few months?
Retainer clients drift late as the work becomes routine, invoices change hands and payment relies on memory. Direct debit and early reminders stop it.
How much deposit should an agency take before starting a project?
There's no fixed deposit percentage for agencies. Size it to cover the costs and team time you commit before the first sign-off, then bill milestones.
How should a marketing agency collect monthly retainers?
Direct debit usually suits monthly retainers best. Clients sign once at proposal stage and each invoice is collected on its due date without anyone chasing.
Why did my customer see two direct debit payments in one month?
Usually a collection date fell on a weekend or bank holiday and moved into the next month. Close due dates, retries or a duplicate can also cause it.
Is automatic bank matching the same as credit control?
No. Bank matching records payments after they arrive and marks invoices paid. Credit control gets customers to pay on time. Most businesses need both.
Should customers who pay a year upfront move to monthly direct debit?
Customers who pay a year upfront on time rarely need to move to monthly direct debit. Move late payers, and collect annual renewals by direct debit instead.
Why are my customers not receiving my invoice emails?
Invoice emails usually go missing because of a wrong address, a junk folder or the wrong contact. Check delivery status, then set up SPF, DKIM and DMARC.
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Webinars
Solving Late Payments: How Law Firms Can Use AI Agents to Reduce Lockup | Adfin x Actionstep
The Hidden Cost of Chasing Late Payments | Adfin x Husu
Getting Paid Before You Have a Finance Function | Adfin x Jumpstart
450 Hours Back: Where Accountants Lose Time to Admin
How to Build a Better Client Onboarding Process
Why you should be charging late fees on overdue payments
AI Chasing: how it works and why it beats automated reminders
The Adfin Brew: Episode 3 - Practice first, Clients next.
The Adfin Brew: Episode 2 - The path to full credit control
The Adfin Brew: Episode 1 - Launching credit control as a service
Product Updates
Introducing Cash MOT: Run a full cash flow report in minutes
Introducing customer agents: AI credit control
