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
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.
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.
How to add direct debit to fixed-plus-variable contract billing
One mandate can collect fixed maintenance and variable call-outs without re-signing. Your invoice can be the advance notice, with one collection a month.
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.
How to get every client onto direct debit, even when it's already in your T&Cs
A direct debit clause in your terms lets you ask for a mandate, but each client still has to sign one. Send it with the contract, chase it and move the rest.
Preparing an MSP for sale: why ad hoc invoicing hurts your valuation
Late or batched invoices make recurring revenue hard to prove and invite cautious adjustments. Start cleaning up billing 18 to 24 months before a sale.
Does recurring revenue on direct debit increase your MSP's exit multiple?
No study shows direct debit raises MSP multiples. Buyers value recurring, contracted, retained revenue paid on time, and direct debit proves the last.
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.
Why do MSPs pay vendors annually but invoice clients on 30-60 day terms?
Vendors sell annual commitments while UK clients expect 30 days or more, so the MSP funds the gap. Most fixes lie in its own contracts and collection.
Is it worth invoicing for small jobs? Managing low-value, high-frequency billing (fire alarm tests, PPM visits)
Yes, but batch regular visits onto one invoice per customer, as admin costs the same for a £60 test as a £1,400 job. Collect by direct debit or on site.
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Can a direct debit mandate be limited to a fixed contract term (3 or 5 years)?
No. A direct debit mandate has no end date and customers can cancel it any time. Put the 3 or 5 year term in your contract and cancel the mandate after.
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What buyers look for in an MSP quality-of-earnings (QoE) review
A QoE review tests how much EBITDA lasts after a sale. For an MSP it runs on billing records: invoices matched to contracts and cash, and aged debt.
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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
