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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

Late payment

Taking an unpaid invoice to the small claims court

The £10,000 small claims threshold, the current court fee scale, and the costs rule that decides whether a claim is worth making. Plus what to check before you issue.

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

Scaling a practice without adding credit control headcount

Chasing grows with unarranged invoices, not client count. What scales, what doesn't, and the honest limits on what automated chasing can be claimed to do.

Adfin team
Adfin team
10 min read
5 October 2026
Cash flow

How long does it take to get overdue invoices under control?

Overdue rates halve over seven months on Adfin's own book, from 23.0% to 10.2%. What the figure counts, and the three things moving together underneath it.

Adfin team
Adfin team
11 min read
5 October 2026
Taking payments

Can you take an invoice payment over the phone?

Yes, by card, by verbal direct debit or by sending a payment link. The PCI DSS scope, the call recording rules, and the unsettled authentication position.

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

Difficult payment conversations: what to say

What to say in eight situations, from the first follow-up to the final notice, and the five phrases to drop. Plus how to keep the relationship intact.

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

Letter before action: what to send and when

The Pre-Action Protocol for Debt Claims applies to individuals and sole traders, not companies. What each letter has to contain, the 30 day and 14 day response periods, and what happens if you skip it.

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

How to move an existing client base onto direct debit

Enough mandates move under the Bacs bulk change with no client re-sign. Below your provider's threshold, clients sign a new mandate. Both routes explained.

Adfin team
Adfin team
8 min read
5 October 2026
Integrations

Which accounting software works best for getting paid?

None of Xero, QuickBooks or Sage collects money itself. What each makes easy, who actually collects, and how plainly each vendor says so.

Adfin team
Adfin team
8 min read
5 October 2026
How do I match bank payments to recruitment invoices automatically?
Recruitment

How do I match bank payments to recruitment invoices automatically?

Recruitment payments often lack a usable reference. Give each client unique bank details so payments match to invoices and sync to Xero or QuickBooks.

Adfin team
Adfin team
5 min read
4 October 2026
What payment terms should a recruitment agency use?
Recruitment

What payment terms should a recruitment agency use?

Invoice perm fees on the start date with 7 to 30 day terms, tie rebates to on-time payment, name payment methods and include a statutory interest clause.

Adfin team
Adfin team
6 min read
4 October 2026
What's the cheapest way for a recruitment agency to get paid?
Recruitment

What's the cheapest way for a recruitment agency to get paid?

Bank transfer and pay by bank cost at most £4.20 on a £6,900 perm fee or an £870 temp invoice. Cards cost more, and late payment costs more still.

Adfin team
Adfin team
6 min read
4 October 2026
What's the best way to invoice temp clients every week?
Recruitment

What's the best way to invoice temp clients every week?

Invoice every temp client on a fixed day from approved timesheets, collect repeat clients by variable direct debit and match payments automatically.

Adfin team
Adfin team
5 min read
4 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