Stay on top of your collections with credit control statuses
Adfin automatically sorts your invoices and payment requests into credit control statuses.
This gives you a clear view of what’s at risk, what’s expected, and what’s confirmed - so you can focus on what matters and keep things running smoothly.
On Demand invoices and payment requests
Credit control status | Invoice status | Payment request status |
At risk | Overdue | Requested (after due date) |
Expected | Outstanding | Requested (before due date) |
Confirmed | Paid | Paid |
Auto Collect invoices and payment requests
Credit control status | Invoice status | Payment request status |
At risk |
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Expected |
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Confirmed |
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Top tips to manage your collections
Click a number on the credit control widget to quickly filter the table below — it’s a fast way to zero in on what needs your attention.
Add filters and save them, so you can pick up where you left off next time.
Check the invoice and customer activity logs to see exactly what’s happening. Add notes to keep track and share updates with your team.
Use the cash position widget to track how collections are going.
See your cash position at a glance
The summary table shows you:
Unpaid: invoices or requests that still need to be paid.
Processing: collections that are on the way but haven’t been paid out yet.
Received: payments that have been settled by Adfin, or that you’ve marked as paid (whether through Adfin or another platform).
You’ll get a clear monthly view of invoices and payment requests, based on their due dates — so it’s easy to spot trends and stay in control.
Create and save custom views
With Adfin, you have no reason to download information to excel as you have full flexibility to arrange data and save custom views.
Create a custom view by:
Choosing which columns you'd like to include, by clicking the cog icon on the top right of the table. Here you can find lots of useful additional data points, including Day Sales Outstanding (DSO) and days overdue.
Selecting how you would like to group information
Adding filters
Saving this as a custom view, so it is easy for you and other users on your account to come back to by clicking on the plus icon in the top right hand side of the screen
You can create and save multiple views for different purposes and easily flick between them. You can also download all of the information from a view, by clicking the download icon.