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Welcome to our Resource Center! Here, you'll find tools and insights to streamline your processes and enhance customer engagement.

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Guides

Accountancy practice

What modern accountancy practices do differently about getting paid

Practices that collect well settle the arrangement before the work starts. UK payment data on practice fee notes, mandates and automatic collection, with the professional rules.

Adfin team
Adfin team
10 min read
7 October 2026
Integrations

How to get a direct debit mandate signed at proposal signature

How UK proposal tools capture a direct debit mandate at signature, what your client sees, who collects, and how long the first Bacs collection takes.

Adfin team
Adfin team
8 min read
7 October 2026
Switching and consolidation

You are paying over £300 a month to GoCardless

£300 a month of GoCardless fees is about 600 collections of £30 or 75 above £380, because the £4 cap binds at £380. Our arithmetic, read 19 August 2026.

Adfin team
Adfin team
8 min read
7 October 2026
Cash flow

Lock-up in an accountancy practice: what it is and what good looks like

Lock-up is unbilled work in progress plus uncollected fees. What it measures, the two units it is quoted in, and what good looks like with no benchmark.

Adfin team
Adfin team
11 min read
7 October 2026
Reconciliation

How to stop clients getting duplicate payment emails from Xero

Duplicate payment emails come from two senders, a payment recorded twice, or a reminder sent before reconciliation. How to tell which, and what to check.

Adfin team
Adfin team
7 min read
7 October 2026
Taking payments

How to take a deposit and collect the balance by direct debit

Take the deposit by card or open banking, sign the mandate in the same conversation, then give advance notice of the balance amount and date before collecting.

Adfin team
Adfin team
8 min read
7 October 2026
Invoicing

How to invoice a client who insists on 60-day payment terms

What the law allows on long payment terms, what the delay costs you, and the eight things to fix before you agree. Plus the 30 day public sector limit.

Adfin team
Adfin team
5 min read
7 October 2026
Direct debit

Do payment providers charge for failed direct debits?

Some do, and the fee is usually in the schedule rather than the pricing page. Why a retry fee costs more than it saves, and what Adfin charges.

Adfin team
Adfin team
5 min read
7 October 2026
Credit control

How to set different chasing rules for different clients

Segment clients by payment history rather than invoice size: 24.3% of repeat payers produce 51.9% of late payments. Four groups, and how to build them.

Adfin team
Adfin team
7 min read
7 October 2026
Late payment

Bad debt and write-offs: when to stop chasing

The six month VAT bad debt relief rule, the four year six month deadline, box 4 and box 1, and the customer's mirror obligation to repay input tax on an invoice they have not paid.

Adfin team
Adfin team
8 min read
7 October 2026
Late payment

Statutory demands and winding-up petitions for unpaid invoices

The £750 threshold, the SD1 to SD4 forms, the 21 days, and the £2,952 it costs to petition. Plus why the £10,000 minimum still quoted online expired in 2022.

Adfin team
Adfin team
11 min read
7 October 2026
Credit control

Your reminders go out but clients still do not pay

Payments cluster on the due date and late payment concentrates in a minority of clients, so more reminders rarely helps. Four checks to run, in order, with UK payment data.

Adfin team
Adfin team
7 min read
6 October 2026

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Webinars

July 30, 2026

Why you should be charging late fees on overdue payments

July 28, 2026

AI Chasing: how it works and why it beats automated reminders

June 1, 2026

The Adfin Brew: Episode 3 - Practice first, Clients next.

May 26, 2026

The Adfin Brew: Episode 2 - The path to full credit control

May 8, 2026

The Adfin Brew: Episode 1 - Launching credit control as a service

Product Updates

September 16, 2026

Introducing Cash MOT: Run a full cash flow report in minutes

July 28, 2026

Introducing customer agents: AI credit control

June 11, 2026

How Adfin automates late payment fees