Socket agrees the fee. Adfin makes sure it arrives.
Adfin puts the direct debit inside your Socket proposal. The client picks their package, signs the mandate and accepts, without you sending a single follow-up about payment details. The next invoice you raise collects itself.
How it works
Raise proposal in Socket
Your client reaches the fee summary and sets up the direct debit before they accept. It's part of the proposal, so you never have to raise it as a separate conversation. The mandate is active before the work starts.
Payment set up automatically
Socket matches your client against your Adfin and Xero records. Anyone already paying by direct debit skips the step, so you're not asking them twice. Everyone else is asked.
Clients pay how they want
Not everything is recurring. Switch a client to On Demand from their invoicing tab and their next invoice goes out as a payment link, chased automatically if needed.
Built into the Socket workflow
Mandate at proposal
The direct debit is agreed with the fee, not chased down afterwards.
Client matching
Anyone already paying by direct debit skips the step automatically.
Existing clients
Switch someone over without raising a proposal. The next invoice triggers the request.
Branding themes
Sign a mandate through a proposal and Socket sets the client to Auto Collect.
Invoice PDFs
Attached and sent to every billing contact.
On Demand invoices
Self assessment and one-off work. A payment link instead of direct debit, client by client.
Mandate chasing
Requests that go quiet get followed up over email, SMS and WhatsApp.
Free retries
Up to three attempts on a failed direct debit, with a card link as backup. You're only charged for successful payments.
Works alongside Xero and Quickbooks
Socket posts the invoice to Xero or Quickbooks. Adfin picks it up, sends it, collects it and posts the payment back for reconciliation. Your ledger stays exactly where it is and the proposal, the invoice and the payment stop being three separate jobs. See how it works from the Socket side:
