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
Client money and landlord payouts: how rent should move from tenant to landlord
Rent collected for a landlord is client money. Bank it in client account, match it to the tenancy and pay it out less agreed fees within your scheme's limit.
%2520for%2520an%2520MSP.avif)
How to calculate Days Sales Outstanding (DSO) for an MSP
Divide month-end debtors by three months' invoicing, then multiply by the days in those months. Track annual renewals separately so they don't skew DSO.
Can AI chase invoices for you?
Yes. Follow one overdue invoice through AI chasing, see what still comes back to you, and work out whether handing the routine reminders over is worth it.
Access PaySuite and AccessPay: which one do you actually need?
Access PaySuite and AccessPay are unrelated. One is a direct debit bureau, the other Bacs software that needs your own SUN. Here's how to tell which fits.
How to migrate GoCardless direct debit mandates without asking clients to re-sign
With 10 or more mandates, Adfin moves them from GoCardless by Bacs bulk change and clients just get a letter. Agree a change date at least five weeks out.
Can you take an invoice payment over the phone?
Yes: by card, by verbal direct debit or by sending a payment link during the call. What PCI DSS means for spoken card numbers, and the simpler option.
How does payment-on-account billing work for conveyancing search fees?
Search fee money paid on account is client money until billed. It goes into client account and reaches business account only after a bill or notice.
GoCardless vs Adfin for MSPs: fees, payouts and support compared
Both charge 1% + 20p per direct debit, capped at £4. Adfin also takes cards, chases invoices, retries failures free and pays out in full every weekday.
How to read an aged debtor report
What each column of an aged debtor report holds, how the ageing is worked out, what the totals hide, and what to do about the invoices in each column.
60% of failed direct debits still get paid: what the retry data shows
Adfin data: 60.1% of direct debits that fail are still paid and a second attempt succeeds 46.9% of the time. When to retry, when to stop, and what it costs.
How to invoice a client who insists on 60-day payment terms
What UK law allows on 60-day payment terms, what the wait costs you, and how to set up the contract and invoice so day 60 doesn't stretch any further.
How to set different chasing rules for different clients
Group clients by payment history, not invoice size, then vary how you collect and how far you escalate for each group. Four groups and how to build them.
No results found
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
