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
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.
VAT invoices: what UK businesses must show
What a full VAT invoice must show, the 30-day deadline, how the tax point and 14-day rule work, and when a simplified invoice for £250 or less will do.
Using a debt collection agency: when it is worth it
What UK debt collection agencies charge, the difference between instructing one and selling the debt, and when handing over an unpaid invoice makes sense.
Pricing and fee recovery for accountancy firms
What the professional bodies require on fees, how each fee structure affects recovery, pricing late information and scope creep, and when to reprice.
Running a modern accountancy practice: a complete guide
MTD for Income Tax, tax adviser registration, pricing and getting your own fees paid: what a small UK accountancy practice needs to settle this year.
Taking payments in the UK: a complete guide
Card, direct debit, bank transfer and pay by bank compared: who starts each payment, what it costs, when the money lands and what customers can claw back.
The credit control metrics worth tracking
The four credit control KPIs worth tracking, how to work each one out, and the numbers that can mislead you, especially if you collect by direct debit.
Recovering overdue debt: the steps in order
The steps for recovering an overdue business debt in the UK, from reminders and a letter before action to court, what each costs and when to stop chasing.
Scaling a practice without adding credit control headcount
Credit control grows with fees that have no payment arrangement, not client numbers. What scales, what to change before you hire and what needs a person.
Recurring invoices: setting them up so they get paid
How a recurring invoice differs from a recurring payment, what to agree before the first one goes out, and what to do when a collection fails.
Taking your first payment as a UK business
What you need to take your first payment: a bank account, an invoice or payment link and one payment method. What each option costs, and what can wait.
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.
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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
