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
Payment and credit control apps for Xero: a complete guide
What Xero does without an app, the kinds of payment and credit control app, how they work alongside Xero, and the questions to ask before you choose one.
How to tell clients you are moving them to direct debit
What to tell clients when moving them to direct debit: when to send it, what the message should cover, and how to answer the usual worries and refusals.
Can you take an invoice payment over the phone?
Yes: by card, by verbal direct debit or by sending a payment link during the call. What PCI DSS means for spoken card numbers, and the simpler option.
What do you do when a client pays less than the invoice?
How to record a part payment, find out why it's short, decide whether to chase, credit or write off the balance, and what happens to the VAT in each case.
Is it safe to let AI email your clients?
Using AI to send payment reminders is lawful in the UK. The real risks are client data in public AI tools, reminders that become marketing and unchecked fees.
How long does a customer have to pay an invoice in the UK?
Agreed terms apply, and with none agreed a business customer has 30 days from the later of the work and notice of the amount. Plus what you can charge after.
Taking your first payment as a UK business
What you need to take your first payment: a bank account, an invoice or payment link and one payment method. What each option costs, and what can wait.
How to read an aged debtor report
What each column of an aged debtor report holds, how the ageing is worked out, what the totals hide, and what to do about the invoices in each column.
Direct debit for recurring versus one-off payments
You can take a one-off payment by direct debit, but notice and the Bacs cycle make it slow. When a one-off direct debit makes sense and when a link is better.
Statutory demands and winding-up petitions for unpaid invoices
How a statutory demand works for an unpaid invoice, the £750 and £5,000 thresholds, what a winding-up petition costs, and when to make a money claim instead.
60% of failed direct debits still get paid: what the retry data shows
Adfin data: 60.1% of direct debits that fail are still paid and a second attempt succeeds 46.9% of the time. When to retry, when to stop, and what it costs.
How to invoice a client who insists on 60-day payment terms
What UK law allows on 60-day payment terms, what the wait costs you, and how to set up the contract and invoice so day 60 doesn't stretch any further.
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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
