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Engager

Sign the engagement. Set up the payment. One sitting.

Adfin combines the direct debit mandate with your letter of engagement. The client signs the mandate, payments are ready to go

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How it works

Sign, then pay

Your client opens the letter and clicks review and sign. Once they've signed, they're prompted to set up the direct debit: business account name, sort code, and confirmation of the mandate terms. The direct debit goes active, and they can approve the engagement straight after.

Set your defaults

Choose whether direct debit is mandatory, optional, or not offered when you send a letter of engagement. Set it once in your Engager settings and it applies to everything you send from then on. Need something different for one client? Override it on that letter without touching the default.

See every status

Every direct debit moves through a clear set of stages: awaiting acceptance, accepted and activating, then active. If a client cancels, that shows too. Check it all from the Adfin Payments section, or filter your client list to see where things stand.

Everything stays in Engager

Mandatory mode

The client can't approve the engagement until the mandate is signed.

Per-letter override

Set a default, then change it for the client who needs different treatment.

Ad hoc requests

Send a mandate request on its own, without a letter of engagement.

Cancel from the client record

No switching tools to end a mandate.

Status filters

Filter your client list by direct debit status. See who's outstanding at a glance.

Name formatting

Choose how client names carry into Adfin, with or without the trading name.

Every payment method

Direct debit for the recurring fees. Card, open banking and bank transfer for everything else.

Chasing if it slips

Failed collections and unpaid extras get chased by email, SMS and WhatsApp, from your domain.

CUSTOMER STORIES

Don't take our word for it

“Working with Adfin feels like a dream scenario for a business owner - I've got a team of smart, dedicated people building software to solve my biggest business problems.”

“What’s been really helpful about Adfin is that you build a flow once, and it triggers automatic reminders and chasers, saving a huge amount of time, and more importantly mental headspace.”

"If you've got those niggles about late payments and fees, and the ability to get people onto direct debit, I wouldn't hesitate to switch."

“We had 20 years of direct debit mandate history to wash through as part of this... the support we got in that journey was fantastic.”

"I don't have to worry about trying to find what amount is owed - I just click send and I know that Adfin will sort out everything within that email - for me it was a huge game-changer."

“Adfin doesn't charge for retries, and it gives us the ability to collect all of our payments through the same platform: card payments, bank transfers and direct debits all in one place.”

“We just send an email, here is your payment link, and clients love it. Whether it’s Apple Pay or credit card, they’ll just be double-clicking on their phone like they would with any other bill.”