With All invoices, every invoice you approve in Xero (or save in QuickBooks) comes into Adfin automatically. You don't need branding themes or invoice terms: each customer's collection agent decides how their invoices are collected, whether that's On Demand or Auto Collect by direct debit.
When you switch it on, Adfin also brings in all existing invoices that are still unpaid. You choose whether Adfin starts collecting these, or just brings them in with no action and nothing sent to your customers.
Turn on All invoices
You'll see this in the first step of setup, Syncing invoices, when you connect Xero or QuickBooks. If you're already connected, go to Settings > Integrations, click the three dots on your Xero or QuickBooks card, then Manage connection, and open Syncing invoices.
Select All invoices.
Answer the question about your existing unpaid invoices (see below).
Check the number of invoices in the pop-up, then click Import invoices.
If you're in Settings, click Save changes. During setup, Adfin saves your choice and moves you on to the next step.
Your existing unpaid invoices
When you choose All invoices, Adfin asks: "Choose if you'd like Adfin to collect existing invoices that have not yet been paid." Either way, all of your unpaid invoices are brought into Adfin. Your answer decides whether Adfin sends them to your customers and tries to collect them.
Yes, start collecting them
Each invoice is collected according to its customer's collection agent, exactly as if you had just raised it.
Customers on On Demand receive one email listing all of their unpaid invoices, with the total and a Review and pay all button, rather than a separate email for each invoice. Reminders then follow their collection agent.
Customers on Auto Collect follow the usual direct debit process: payments are scheduled if they have an active mandate, and they're asked to set one up if they don't.
No, just bring them in
The invoices come into Adfin with no collection method. Adfin won't send, chase or try to collect them, and they won't be picked up if the customer later sets up a direct debit or saves a card. This is useful if you want a full picture of what's owed in Adfin, but you're already chasing these invoices another way.
Your customer can still pay one of these invoices through its payment link, if you share it with them or if they click it on the original invoice PDF.
Which invoices count as unpaid?
The existing invoices link in the question opens the list in your accounting software, so you can see exactly what will come across.
Xero: approved invoices awaiting payment. Drafts and invoices awaiting approval stay in Xero until you approve them.
QuickBooks: invoices with a balance still owing.
Backdated invoices
If you raise an invoice after connecting but date it earlier, your answer still applies. With Yes, it's collected as normal. With No, it comes in with no collection method. Invoices dated on or after the day you answered follow your normal collection rules.
Collecting one of these invoices later
If you decide you'd like Adfin to collect an invoice you brought in without collecting, you can give it a collection method at any time:
Please go to Payments and select the invoice, or several invoices at once.
Click Change payment collection method.
Choose On Demand or Auto Collect and click Save.
Nothing else moves these invoices on to a collection method for you. Changing the customer's collection agent, a direct debit being set up or cancelled, or marking the invoice as paid and then unpaid again all leave it with no collection method until you change it.