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
Can you send an invoice and payment link by WhatsApp?
Yes. How a payment link works in WhatsApp, which customers it suits, getting their agreement first, and when direct debit will do more than any channel.
Do clients pay faster with Apple Pay or Google Pay?
Wallet payments look more punctual than card or bank transfer, but inside one business the gap falls below 1.5%. What the payment data shows and what to do.
In-house vs outsourced credit control
What in-house and outsourced credit control each give you, when outsourcing makes sense, and what to fix before deciding who should chase your invoices.
How often should you check your aged debtors?
Check aged debtors weekly for chasing and monthly for shape and trend. A 15-minute weekly routine stops invoices ageing a column between month-end checks.
What do your aged debtors tell you about your customers?
Your aged debtor report shows who owes most, who's always late, who's drifting and whose old invoices stay open. Here's what to change for each pattern.
Why is my aged debtor report wrong?
Most wrong aged debtor reports come from unmatched payments, unallocated credit notes, duplicate customers or ageing settings. Here's how to fix each one.
Why does your aged debtor report matter?
Your aged debtor report shows cash you've earned but not received, which customers are slipping, where risk is concentrated and what lenders will ask to see.
Who should own your overdue invoices?
Give every overdue invoice one named owner with a next action, a date and a note. Who should own which debts, and how to escalate without losing the customer.
What should you compare when choosing invoice collection and credit control software?
Compare payment methods, direct debit set-up, chasing, accounting sync, reconciliation, fees on failed payments, payouts and switching before you choose.
How long before I can pay the landlord? Direct debit settlement times for rent, explained
Direct debit rent arrives within three working days of collection, card and transfer in two, pay by bank the same day, so run statements four working days on.
Will tenants actually switch to direct debit? How to move a rent roll off standing orders
Move tenants when their payment changes anyway, explain the Direct Debit Guarantee and say when to cancel the standing order. Keep a fallback for holdouts.
How to actually enforce a late payment fee in QuickBooks
QuickBooks in the UK won't calculate statutory late payment interest for you. You can charge 11.75% plus £40 to £100, but you must work it out yourself.
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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
