You can keep billing clients from CCH and have Adfin chase and collect those fees, although there's no integration between the two. Bills reach Adfin by email, as a Bcc or through a forwarding rule, or as uploaded PDFs, and Adfin's collection agents follow each one up with a payment link until it's paid. Receipts are then posted back in CCH by your team, as they are today for bank payments.
In this article
The short version
- Adfin doesn't integrate with CCH, but bills can reach it by email or as uploaded PDFs.
- CCH's Credit Control workflow prompts your team to send statements; it doesn't chase clients itself.
- Bills sent through CCH OneClick need uploading to Adfin, as there's no email to read.
- Receipts are posted back in CCH by your team, using Adfin's payout breakdown.
- Keep bill numbers identical in both systems so payments match.
What CCH gives you for credit control
CCH Practice Management, part of the Wolters Kluwer suite that shares data through CCH Central, covers the billing side of a practice. Its billing wizard takes you through raising a bill, it can use your existing Word billing templates, unbilled WIP shows up before it gets stuck, and credit control dashboards show you what each client owes.
Chasing is more limited. CCH's standard Credit Control workflow attaches to a bill once it's posted and, while the bill stays unpaid, reminds a member of your team to send a statement, up to three times at 30-day intervals. It doesn't send anything to the client itself. If you also have CCH Document Management, a second workflow can generate the statements automatically, and a separate statement delivery workflow sends them. Putting a bill into dispute stops the workflow. Bills themselves can be sent automatically through a document workflow, as an email or a CCH OneClick message, again with Document Management in place.
So CCH tells you who owes what and prompts you to act. The calls, the follow-up emails and getting clients to actually pay are still done by your team.
How bills get from CCH to Adfin
Adfin's two-way sync is with Xero and QuickBooks, and it doesn't integrate with CCH. Its invoice from email feature fills the gap: bills sent from any system can reach Adfin by email.
Your practice's dedicated Adfin address is in Settings, in the Invoice from email section of Invoice settings. How you route bills to it depends on how they leave CCH:
- Bills sent by email: add the Adfin address as a Bcc where your setup allows, or set a rule in Outlook or Gmail that forwards bill emails to it.
- Bills sent through CCH OneClick or printed: there's no email for Adfin to read, so upload the bill PDFs to Adfin directly, one at a time or in a batch.
Each bill is read on arrival and handed to a collection agent, with a payment link added if you want one. Clients can pay by card, Apple Pay, Google Pay, pay by bank or bank transfer, and bank transfers go to details unique to each client, in your practice's name, so they're matched to the right client without anyone checking a reference.
Adfin's collection agents then chase by email, SMS and WhatsApp within rules you set, and you can pause chasing for one client without affecting anyone else, which helps while a partner has a fee conversation. Essential credit control is free. Enhanced costs 0.3% of a paid invoice, only where it's used, and adds per-client timing and tone, statutory interest on overdue business clients and emails sent from your practice's own address.
If you keep CCH's Credit Control workflow running, your team gets prompts to send statements for bills Adfin is already chasing. Decide which system talks to clients about money, and set the other to stay quiet.
How receipts get back into CCH
CCH won't know a bill has been paid through Adfin until someone records the receipt, which is the trade-off with any setup that has no sync.
Adfin pays out every weekday, gross, with its fee invoiced separately. The figure in your bank therefore equals the bills paid, with no fee to back out before you post. A single payout can cover several bills, so open the payout in Adfin to see each payment with its client and invoice number, or download it as a CSV and work from that when you post receipts in CCH.
When a client pays you directly, perhaps into the office account by bank transfer, post it in CCH as normal and mark the bill as paid in Adfin's Payments view, which stops the reminders for that bill.
Keep the bill number the same in both places. It's the reference that ties a payment in Adfin to the bill in CCH, and the easiest way to avoid a client being chased for something they've paid.
Is it worth running alongside CCH?
It tends to suit practices where partners or managers spend time chasing fees, where clients ask to pay by card or bank, or where reminders by text or WhatsApp would reach clients that email doesn't. It also suits a practice that wants to keep CCH for practice management, tax and WIP without changing any of that.
It's less likely to suit you if you need receipts to appear in CCH with no manual step, or if your volume of bills would make posting receipts a significant job. Count how long posting bank receipts takes your team now; posting Adfin payouts is a similar task, with fewer, larger receipts that come with a list of what they cover.
Related guides
- Running a modern accountancy practice: a complete guide
- Which practice tools does Adfin integrate with?
- How to reduce lock-up and debtor days in a practice
- Practice software stack: what actually needs to integrate
- Best credit control software for accountants in 2026
Common questions
Does Adfin integrate with CCH? No. Adfin's two-way sync is with Xero and QuickBooks only, so CCH bills reach Adfin by email or upload and your team posts receipts back in CCH.
Can CCH chase unpaid bills automatically? CCH's Credit Control workflow reminds your team to send a statement while a bill is unpaid. With CCH Document Management, statements can be generated and sent automatically.
What if our bills go out through CCH OneClick? There's no email for Adfin to read, so upload the bill PDFs to Adfin instead. Adfin reads each one and chases it the same way.
Will CCH show a bill as paid when the client pays through Adfin? Not automatically. Someone posts the receipt in CCH, using the payout breakdown in Adfin to see which bills each payout covers.
Can we stop chasing one client while a partner talks to them? Yes. You can pause chasing for that client in Adfin without affecting anyone else, and switch it back on when you're ready.
Should we keep CCH's credit control prompts switched on? Turn them off for bills Adfin is chasing, or your team will be prompted to chase clients who are already being reminded.
Sources
- Wolters Kluwer - CCH Practice Management (accurate as of November 2026) https://www.wolterskluwer.com/en-gb/solutions/cch-central/cch-practice-management
- Wolters Kluwer - CCH Credit Control workflow (accurate as of November 2026) https://userdocs.wolterskluwer.co.uk/Product_Information/Product_Help/CCH_Workflow/Getting_Started/Workflow_Catalogue_-_Non-Compliance_Workflows/CCH_Credit_Control
- Wolters Kluwer - Automated sending of bills (accurate as of November 2026) https://userdocs.wolterskluwer.co.uk/Product_Information/Product_Help/CCH_Practice_Management/Workflow/Automated_sending_of_bills
- Adfin - Changelog: product updates (accurate as of November 2026) https://www.adfin.com/resources/changelog
- Adfin Help Centre - Export your data from Adfin (accurate as of November 2026) https://support.adfin.com/en/articles/12629244-export-your-data-from-adfin
