Resource Hub
Welcome to our Resource Center! Here, you'll find tools and insights to streamline your processes and enhance customer engagement.
Reports
Report
Late payments report
How quickly does every UK region really get paid?
Report
The path to Double Zero
Is the path to zero debtors and zero work in progress possible?
Guides
The credit control metrics worth tracking
The four credit control KPIs worth tracking, how to work each one out, and the numbers that can mislead you, especially if you collect by direct debit.
Difficult payment conversations: what to say
What to say when a client pays late, from the first follow-up to a formal notice, which phrases to leave out and how to keep the relationship intact.
Payment links: what they are and why they get paid faster
How a payment link works, why customers pay on time more often by link than by bank transfer, and how to use payment links and statement links well.
How to chase an unpaid invoice: the sequence that works
A chasing sequence to set when the invoice goes out: a check before the due date, two reminders, a call and a formal notice, plus what to say each time.
Credit control: a complete guide
What credit control covers, the decisions to make before you invoice, how to follow up and escalate late payment, and which numbers to track each month.
E-invoicing in the UK: what changes and when
UK businesses must issue VAT invoices as e-invoices from April 2029 using the Peppol network. What's decided, what's still to come and what to do now.
How to create an invoice from a PDF, spreadsheet or photo
Turn a PDF, spreadsheet or photo into an invoice, and the five fields to check before it goes out: customer, total and VAT, VAT rate, supply date and number.
How to write an invoice that gets paid faster
Practical steps to get invoices paid sooner: agree terms first, send on the day, reach the right person, write a clear due date and add a payment link.
Recurring invoices: setting them up so they get paid
How a recurring invoice differs from a recurring payment, what to agree before the first one goes out, and what to do when a collection fails.
Credit notes: when and how to issue one
When to issue a credit note, what it must show, the 14-day deadline for VAT-registered businesses and which VAT return the adjustment belongs in.
Invoice numbering rules for UK businesses
What UK law asks of invoice numbers, which numbering schemes work, how to handle gaps and duplicates, and why unique numbers make payments easier to match.
VAT invoices: what UK businesses must show
What a full VAT invoice must show, the 30-day deadline, how the tax point and 14-day rule work, and when a simplified invoice for £250 or less will do.
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Webinars
Solving Late Payments: How Law Firms Can Use AI Agents to Reduce Lockup | Adfin x Actionstep
The Hidden Cost of Chasing Late Payments | Adfin x Husu
Getting Paid Before You Have a Finance Function | Adfin x Jumpstart
450 Hours Back: Where Accountants Lose Time to Admin
How to Build a Better Client Onboarding Process
Why you should be charging late fees on overdue payments
AI Chasing: how it works and why it beats automated reminders
The Adfin Brew: Episode 3 - Practice first, Clients next.
The Adfin Brew: Episode 2 - The path to full credit control
The Adfin Brew: Episode 1 - Launching credit control as a service
Product Updates
Introducing Cash MOT: Run a full cash flow report in minutes
Introducing customer agents: AI credit control
