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
Payment gateways and processors: what the difference means for you
Gateway, processor, acquirer and payment facilitator explained: who you contract with, who can hold your money, who sets your rate and what switching means.
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.
Is a virtual bank account compliant with SRA accounts rules?
There's no blanket answer. Each virtual account must be tested against the SRA rules for client and third party managed accounts, with your COFA deciding.
Is direct debit or card cheaper for a UK business?
Direct debit fees are usually capped while card fees rise with the invoice. What each costs from £100 to £5,000, plus failures, chargebacks and surcharges.
Writing a credit control policy that gets followed
The five decisions a credit control policy needs, a one-page structure you can copy, and how to make sure the policy is still followed in a busy week.
Payment options for clients who cannot use direct debit
Why some clients can't or won't pay by direct debit, the alternatives that suit each case, and how payment links, reminders and due dates close the gap.
What to include on a UK invoice
The details every UK invoice needs, what sole traders, limited companies and VAT-registered businesses add, and the extras that help it get paid sooner.
Invoice chasing vs Xero's built-in payment reminders
What Xero's free invoice reminders do, where they stop (part payments, payment plans, queries, other channels) and what a chasing tool adds on top of them.
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.
Should you collect invoices by open banking or direct debit?
Direct debit for recurring fees, open banking for one-off invoices and money you need today. How the two differ on reliability, speed, cost and refunds.
UK late payment rules: a complete guide
When a UK business invoice is legally late, the interest and compensation you can claim, how to recover the debt, and where the late payment reforms stand.
Difficult payment conversations: what to say
What to say when a client pays late, from the first follow-up to a formal notice, which phrases to leave out and how to keep the relationship intact.
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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
