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
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 recover overdue invoices: the complete UK guide
Every stage of recovering an overdue invoice in the UK, from reminders and payment plans to statutory interest, a letter before claim, court and write off.
Payment reminder workflows that protect client relationships
A payment reminder workflow that gets you paid without souring clients: what to send and when, who signs it, and how to vary it for different clients.
Best AI invoice chasing tools for Xero in 2026
Compare AI invoice chasing tools for Xero: what the AI does, how each connects to Xero, whether it takes the payment and marks it paid, and what each costs.
Engagement letter payment clauses that get fees paid
What your engagement letter should say about fees, due dates, collection, interest, late information, monthly VAT tax points and fees on disengagement.
Payment links: what they are and why they get paid faster
How a payment link works, why customers pay on time more often by link than by bank transfer, and how to use payment links and statement links well.
How to manage payments and credit control for multiple entities from one login
Run payments and credit control for several companies from one login, with each entity keeping its own payout account, books and chasing rules.
Best debtor management software for UK businesses using Xero or QuickBooks (2026)
Compare Adfin, Paidnice, Chaser, Credit Hound, Satago, Kolleno and Upflow for UK debtor management with Xero or QuickBooks: worklists, payments and pricing.
What to do when a customer ignores your payment reminders: a staged approach for UK businesses
When a customer ignores your payment reminders, move to a staged sequence: escalated notice, payment plan offer, phone call, final notice and handover.
How to collect a law firm retainer monthly by direct debit (and what to do about ad hoc work)
How law firms collect a retainer monthly by direct debit, why ad hoc work is better billed separately, and what the SRA Accounts Rules mean for timing.
Overdue invoice escalation timeline: when to send each notice (with a worked example)
Start escalating 21 days after the due date with 7 days between steps: notice on day 21, plan offer day 28, call day 35, final notice 42, handover 49.
Why won't my clients sign up to direct debit?
Clients often fear a mandate lets you take any amount. They get notice of each amount and date, a refund for errors and can cancel through their bank.
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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
How Adfin works with Sodium: direct debit in your proposals
Introducing Cash MOT: Run a full cash flow report in minutes
Introducing customer agents: AI credit control
