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
How to reduce debtor days in a small business
How to calculate debtor days monthly, why invoicing sooner and setting a workable due date help, and how to deal with the few customers behind most delays.
How to match a bulk payout to individual invoices
Get the payout breakdown, group payments in QuickBooks or Xero, and use a clearing account when fees come out, with a worked example of one card payout.
How to apply late payment fees automatically
What you can charge, the rules to set before you switch automation on (due date, grace period, exceptions), and how automatic late fees work in practice.
How to take a deposit and collect the balance by direct debit
Take the deposit by card or pay by bank, get the mandate signed in the same conversation, then give notice of the balance amount and date before collecting.
How to set different chasing rules for different clients
Group clients by payment history, not invoice size, then vary how you collect and how far you escalate for each group. Four groups and how to build them.
Payment reminder email templates for UK businesses
Six reminder emails to copy, from a check before the due date to a formal notice and a payment plan offer, with a short note on when to send each one.
Which accounting software works best for getting paid?
Xero, QuickBooks and Sage all rely on payment providers to collect. How each connects, what to check before choosing, and why switching ledger rarely helps.
Which practice tools does Adfin integrate with?
Adfin syncs both ways with Xero and QuickBooks and works with Socket, Engager.app and Sodium, so clients set up direct debit as they sign. What each one does.
How to get a direct debit mandate signed at proposal signature
How to have clients sign a direct debit mandate as they sign the proposal or engagement letter in Socket, Engager.app or Sodium, and what the letter needs.
Collecting payments in Sage: what your options are
Sage connects to Stripe, PayPal and GoCardless to take payments. What each covers, the gaps in direct debit and chasing, and using a payment platform too.
How to collect payments in QuickBooks by direct debit
Direct debit in QuickBooks runs through GoCardless, not QuickBooks Payments. How to set it up, when money is collected, the fees, and a two-way sync option.
How to collect payments in Xero by direct debit
Xero doesn't collect direct debits itself. How to connect a provider, get mandates signed, reconcile payouts and handle unsigned mandates and failed payments.
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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
