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
Is direct debit or card cheaper for a UK business?
Direct debit fees are usually capped while card fees rise with the invoice. What each costs from £100 to £5,000, plus failures, chargebacks and surcharges.
Payment options for clients who cannot use direct debit
Why some clients can't or won't pay by direct debit, the alternatives that suit each case, and how payment links, reminders and due dates close the gap.
How to spot and prevent invoice fraud
How invoice fraud works, the warning signs, the checks that stop it, what to do in the first hour if you've paid, and who the bank reimbursement rules cover.
Payment terms that actually get honoured
How to set payment terms customers meet: agree them before the work, write a clear due date, avoid weekend and past due dates, and make paying easy.
Payment surcharges: what UK law allows
You can't surcharge personal cards in the UK, and commercial card fees are capped at your cost. What a surcharge can include and why flat card fees fail.
Payment gateways and processors: what the difference means for you
Gateway, processor, acquirer and payment facilitator explained: who you contract with, who can hold your money, who sets your rate and what switching means.
Confirmation of Payee: what it checks and why it matters
What Confirmation of Payee checks, the four results your customers can see, why trading names cause a no match, and how to make sure customers get a match.
Variable Recurring Payments (VRPs): what they change
Commercial VRPs launched in the UK in June 2026, but not yet for ordinary invoices. What a VRP is, how it differs from direct debit and what to use for now.
Open banking and pay by bank: how it works for invoices
Pay by bank lets customers approve an invoice payment in their banking app. How it works, where it fits, what it costs and why there's no chargeback.
Instalment plans for invoices: how they work and who uses them
How an invoice instalment plan works, who uses one, how to set it up and handle a failed payment, and when consumer credit rules may apply to individuals.
How to accept card payments as a UK business
How to start taking cards: facilitator or merchant account, what sign-up asks for, why business cards cost more, and how to plan for chargebacks and fees.
What it really costs to take payments in the UK
The full cost of taking payments: card fee components, capped bank payment fees, charges outside the headline rate and how to price a month of your own.
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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
