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
How to forecast cash flow when clients pay late
Why an average days-late figure misleads, how to build the receipts line invoice by invoice, what to do with old debt and how to stress test your forecast.
How to collect payments in Xero by direct debit
Xero doesn't collect direct debits itself. How to connect a provider, get mandates signed, reconcile payouts and handle unsigned mandates and failed payments.
Can recruitment agencies take direct debit from clients?
Yes. Business clients can sign a direct debit mandate. It suits weekly temp invoices of varying amounts; check payment limits before using it for perm fees.
How to get a direct debit mandate signed at proposal signature
How to have clients sign a direct debit mandate as they sign the proposal or engagement letter in Socket, Engager.app or Sodium, and what the letter needs.
How to create an invoice from a PDF, spreadsheet or photo
Turn a PDF, spreadsheet or photo into an invoice, and the five fields to check before it goes out: customer, total and VAT, VAT rate, supply date and number.
How to collect payments in QuickBooks by direct debit
Direct debit in QuickBooks runs through GoCardless, not QuickBooks Payments. How to set it up, when money is collected, the fees, and a two-way sync option.
Credit control: a complete guide
What credit control covers, the decisions to make before you invoice, how to follow up and escalate late payment, and which numbers to track each month.
A client went into administration owing me money: what now?
You're an unsecured creditor. Confirm the administrator, send a proof of debt with your invoices, stop chasing, and expect to get back little or nothing.
How to reduce debtor days in a small business
How to calculate debtor days monthly, why invoicing sooner and setting a workable due date help, and how to deal with the few customers behind most delays.
Failed payments: why they happen and how to recover them
Why direct debits and card payments fail, how often a failed direct debit is still collected, and the order to work through a failure before you phone anyone.
E-invoicing in the UK: what changes and when
UK businesses must issue VAT invoices as e-invoices from April 2029 using the Peppol network. What's decided, what's still to come and what to do now.
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.
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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
