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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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Does Adfin replace SAP or work alongside it?
Field services

Does Adfin replace SAP or work alongside it?

Adfin works alongside SAP. You upload invoices exported from SAP, and Adfin takes payments, chases overdue ones and matches them. Receipts go back in SAP.

Adfin team
Adfin team
4 min read
30 September 2026
Should conveyancers charge a separate 'digital onboarding' fee to cover ID checks and card processing costs?
Legal

Should conveyancers charge a separate 'digital onboarding' fee to cover ID checks and card processing costs?

You can pass on ID and AML costs if clients know upfront. A charge only for card payers is a surcharge, banned on personal cards. A flat fee is price.

Adfin team
Adfin team
5 min read
30 September 2026
How does payment-on-account billing work for conveyancing search fees?
Legal

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.

Adfin team
Adfin team
5 min read
30 September 2026
Is a virtual bank account compliant with SRA accounts rules?
Legal

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.

Adfin team
Adfin team
5 min read
30 September 2026
Is direct debit worth it for fire and security compliance contracts?
Field services

Is direct debit worth it for fire and security compliance contracts?

For most recurring fire and security work, yes: it costs at most £4.20 per collection. It suits large FM and public sector customers less, who pay on POs.

Adfin team
Adfin team
6 min read
30 September 2026
Does Adfin take its fee out of what it collects, or bill it separately?
Legal

Does Adfin take its fee out of what it collects, or bill it separately?

Adfin bills its fee separately and pays out the full amount clients paid every weekday, so each payout matches what was paid without fee splitting.

Adfin team
Adfin team
5 min read
30 September 2026
How to get every client onto direct debit, even when it's already in your T&Cs
MSP

How to get every client onto direct debit, even when it's already in your T&Cs

A T&Cs clause lets you ask for a mandate, but each client must still sign one. Send it with the contract, chase it, and move others at renewal.

Adfin team
Adfin team
6 min read
30 September 2026
Direct debit adoption in the UK: 2026 data and trends
Direct debit

Direct debit adoption in the UK: 2026 data and trends

About 5 billion UK direct debits moved over £1.5 trillion in 2025, and volume is still growing. Under 3% is business to business.

Adfin team
Adfin team
6 min read
30 September 2026
How many billing and payment tools does the average MSP juggle, and what do you save by consolidating to one?
MSP

How many billing and payment tools does the average MSP juggle, and what do you save by consolidating to one?

MSPs often run separate direct debit, card, chasing and bridge tools. Consolidating collection onto one platform removes all four; the PSA and ledger stay.

Adfin team
Adfin team
5 min read
30 September 2026
What percentage of UK MSPs are planning to sell in the next five years?
MSP

What percentage of UK MSPs are planning to sell in the next five years?

No published study measures how many UK MSPs plan to sell. Quoted figures come from global surveys of buyer appetite. Buyers pay for your records.

Adfin team
Adfin team
5 min read
30 September 2026
Under 15 staff vs 50+: how MSP credit control needs change as you scale
MSP

Under 15 staff vs 50+: how MSP credit control needs change as you scale

Under 15 staff the problem is consistency, from 15 to 50 it's volume and reporting, and past 50 you need one group policy and one view of the ledger.

Adfin team
Adfin team
6 min read
30 September 2026
What actually happens to your mandates when you move off GoCardless?
MSP

What actually happens to your mandates when you move off GoCardless?

In a Bacs bulk change, mandates stay at the client's bank and are repointed to your new provider, so nobody re-signs. Payment history stays behind.

Adfin team
Adfin team
6 min read
30 September 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