Signing up to Adfin takes five steps. The first four create your account, and the fifth, verification, is what unlocks payments.
1. Sign up online
Go to our sign-up form: https://console.adfin.com/auth/signup
Enter your name, email address, phone number and a password to create your Adfin user account.
Tip: if your phone number is rejected, enter it in international format with no leading zero after the country code, so +44 7700 900123 rather than +44 07700 900123.
2. Verify your email
We'll send you a verification code by email.
Enter the code into the form to confirm your email address and continue.
Tip: if your code expires, please request a new one by clicking 'Resend'.
3. Add your business details
Next we'll ask about your business. There are six short pages, and all of them need completing before your account is created:
Type of organisation
Organisation information, including your legal name, company number and industry
Registered address
Display preferences, including your trading name, the name your customers see when they pay by card, your website and your VAT registration number
Organisation details, covering your size, revenue and the payment volumes you expect to put through Adfin
Business contact details
It usually takes a few minutes.
Tips:
Enter your business name exactly as it appears on Companies House. The legal name field searches Companies House directly, so an exact match means we can confirm your details first time.
Industry and business category are a single field. Pick the business category that fits your work and we will fill in the industry for you.
If you are an accountant or bookkeeper, please choose Accounting, auditing, and bookkeeping services. If you provide other professional services and cannot find your exact category, choose Other business services.
Avoid the 'Other...' categories unless none of the listed options apply, as this may delay your account setup.
Please finish this in one sitting. If you log out part way through, your progress is not saved.
4. Access your Adfin account
Once your business details are submitted, we'll create your Adfin account straight away and take you to your dashboard.
You'll be able to:
Add invoices
Explore the dashboard
Connect your accounting software, which is optional: see Connect your Xero account to Adfin or Connect your QuickBooks account to Adfin
Any invoices you add before verification is complete will sit as drafts. You'll be able to send them, and request payment, as soon as step 5 is done.
5. Complete verification
To enable payments and the rest of your account's features, we need to verify your business and the identity of the key people involved with it.
You'll find it on the verification banner in the console, or on your dashboard checklist. Either one takes you to Verify your account.
Please have these to hand before you start:
Company details, including your company registration number and an official document downloaded from Companies House that confirms your company exists and who owns it
Decision-makers: the details of the important people in your business, and an identity document for each of them
Bank account details: the account holder name, account number, sort code and a recent bank statement
At the end you'll be asked to accept our terms of service and confirm your PCI responsibilities, then submit. It usually takes just a few minutes.
Tips:
Most verifications are completed instantly. In some cases, it may take up to two working days. We'll let you know if we need anything further.
If some of your details still need reviewing, you may be able to start accepting payments while we finish enabling direct debits. We'll confirm once that is complete.
Please sign all agreements presented to you during setup.