After you send an invoice through Adfin, your customer will receive the invoice via the selected channel—either email, WhatsApp, or SMS—with all the relevant details, the invoice attached as a PDF and a link to make a payment. Here’s step-by-step what your customer will experience when paying their invoice:
1. Receiving the invoice
Your customer will receive the invoice in one of the following ways:
Email: The email will come from Adfin’s domain, but the sender will appear as "<your company name> via Adfin." This helps your customer recognise the sender while ensuring that the payment process is powered by Adfin. (Note: Any response from the customer will be redirected to your email address)
WhatsApp: If the invoice is sent via WhatsApp, it will be delivered through Adfin’s official WhatsApp Business account, meaning you don’t need an active WhatsApp Business account. The message will follow the same naming convention as the email, with the sender appearing as "<your company name> via Adfin." (Note: currently, we don’t support responses from the customer via this channel)
SMS: If sent via SMS, the message will be delivered using Adfin’s SMS service provider. Similar to email and WhatsApp, the sender will appear as "<your company name> via Adfin." (Note: currently, we don’t support responses from the customer via this channel)
In all cases, the email, WhatsApp, or SMS will contain a summary of the invoice and a "Review and Pay" button, which directs them to the secure payment portal.
2. Making the payment
When your customer clicks the "Review and Pay" button, they are taken to a payment page displaying all relevant invoice information, such as the amount, issue date, and due date.
On this page, they will have the option to choose from various payment methods, including:
Google Pay or Apple Pay (if applicable)
Pay by Bank: Direct bank transfer via open banking
Pay by Card: Using a credit or debit card
This variety of payment methods ensures that your customer can select the most convenient option, helping you get paid faster and with fewer complications.
After the payment is completed, the invoice status will automatically update in your Adfin account to "Paid."
