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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

Invoicing

Credit notes: when and how to issue one

When a credit note is required, the particulars regulation 15C demands, the 14 day limit, and why the VAT adjustment belongs in the period of the change rather than the original invoice.

Adfin team
Adfin team
5 min read
4 October 2026
Reconciliation

How to match a bulk payout to individual invoices

The manual method for splitting one payout across many invoices, the QuickBooks steps, the clearing account, and what removes the work.

Adfin team
Adfin team
8 min read
4 October 2026
Taking payments

How to spot and prevent invoice fraud

Invoice fraud losses fell 4% in 2025 to their lowest recorded level. The mechanism, the controls, and the reimbursement test that decides if you get paid back.

Adfin team
Adfin team
13 min read
4 October 2026
Accountancy practice

How to move clients from bank transfer to direct debit at onboarding

Set the payment method while the fee is still being agreed. The order to run it in, what to say, and why collecting your own fees isn't client money.

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

Recovering overdue debt: the steps in order

Every step from reminder to winding-up petition, what each one costs, and the decision to make before taking the next. Including the £2,600 deposit that makes a petition a commercial decision.

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

Writing a credit control policy that gets followed

The five decisions a policy has to make, a one-page structure, and the six reasons most policies fail. With the mechanism that makes one stick.

Adfin team
Adfin team
6 min read
4 October 2026
Integrations

Which payment providers are approved Xero payment partners?

Xero publishes no definition, criteria or list of approved payment partners. What can be established instead, and what Xero's own API says.

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

Payment surcharges: what UK law allows

Consumer card surcharges are banned, commercial card surcharges are capped at your actual cost, and the averaging rule is where flat card fees go wrong.

Adfin team
Adfin team
9 min read
4 October 2026
Is PayProp worth it for a small letting agent? The real cost at 50, 150 and 500 tenancies
Property management

Is PayProp worth it for a small letting agent? The real cost at 50, 150 and 500 tenancies

PayProp lists a licence from £79 a month, a £600 to £2,000 setup fee and a service fee under 1% of rent processed. The final price comes from a quote.

Adfin team
Adfin team
6 min read
3 October 2026
How to collect rent by direct debit when your bank says you're too small
Property management

How to collect rent by direct debit when your bank says you're too small

You don't need your own facility. A payment provider can collect by direct debit under its own arrangements, with no Service User Number or bank approval.

Adfin team
Adfin team
7 min read
3 October 2026
Standing order vs direct debit for rent: which is better for letting agents?
Property management

Standing order vs direct debit for rent: which is better for letting agents?

For most letting agents, direct debit. You set the amount and collect on the due date, while a cancelled standing order shows up as a gap in the bank feed.

Adfin team
Adfin team
6 min read
3 October 2026
Do you have to give tenants rent receipts, and how can you send them automatically?
Property management

Do you have to give tenants rent receipts, and how can you send them automatically?

In England only weekly tenants must get a rent book. Monthly rent needs no receipt by law, but a dated payment record helps in arrears or deposit disputes.

Adfin team
Adfin team
6 min read
3 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