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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

Taking payments

Is it safe to pay by bank transfer or open banking?

Bank transfers carry no chargeback and no section 75, so APP reimbursement is your only protection, and it doesn't cover businesses above microenterprise size.

Adfin team
Adfin team
6 min read
2 October 2026
Accountancy practice

Engagement letter payment clauses that get fees paid

Interest, applications for payment, instalment VAT tax points, late-information charges and disengagement, from the four bodies' guidance updated March 2026.

Adfin team
Adfin team
11 min read
2 October 2026
AI in finance

What is agentic credit control?

Agentic credit control means software choosing the next action per customer inside limits you set. The regulator's definition, the risks it names, and what isn't proven.

Adfin team
Adfin team
9 min read
2 October 2026
Credit control

Payment reminder email templates for UK businesses

Six copy-and-paste templates in the order you'd send them, from a pre-due confirmation to a formal notice, with a note on why each one works.

Adfin team
Adfin team
6 min read
2 October 2026
Reconciliation

When do you get your money after a direct debit collection?

Bacs moves the money on day three, then your provider settles. Published Stripe, GoCardless and Adfin direct debit settlement timings compared.

Adfin team
Adfin team
6 min read
1 October 2026
Direct debit

The Direct Debit Guarantee: what it actually covers

What the Direct Debit Guarantee covers, who refunds the payer, when they must repay, and why the widely quoted 13 month limit has no citable source.

Adfin team
Adfin team
9 min read
1 October 2026
Cash flow

How to reduce debtor days in a small business

The arithmetic, why there's no official UK figure to aim at, and the four changes that tend to shorten the wait between invoicing and being paid.

Adfin team
Adfin team
11 min read
1 October 2026
Late payment

Can you charge late payment fees on overdue invoices in the UK?

Statutory interest plus a fixed sum of £40 to £100, both automatic between businesses. Plus why an invented administration fee is the part that causes disputes.

Adfin team
Adfin team
6 min read
1 October 2026
Integrations

How to collect payments in QuickBooks by direct debit

QuickBooks direct debit runs through GoCardless, not QuickBooks Payments. Setup, the ten-day head start Intuit hasn't defined, fees and how to record the money.

Adfin team
Adfin team
8 min read
1 October 2026
Accountancy practice

Pricing and fee recovery for accountancy firms

How fixed fees, monthly billing and scope creep affect recovery, what the professional bodies say about fee disputes, and when to reprice instead of chasing.

Adfin team
Adfin team
11 min read
1 October 2026
Switching and consolidation

What it costs to run payments and chasing as two separate systems

Two contracts, two reconciliations, and a Xero API limit that makes two chasing systems blind to each other. No independent research prices it, and we say so.

Adfin team
Adfin team
10 min read
1 October 2026
Invoicing

VAT invoices: what UK businesses must show

The particulars a full VAT invoice must carry, straight from regulation 14, plus the 30 day rule, the 14 day tax point rule and why simplified invoices are a retail provision.

Adfin team
Adfin team
7 min read
1 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