💡 Ignition users
This setup is recommended for users who generate invoices using Ignition. When Ignition invoices are synced into your accounting software, Adfin will seamlessly collect payment using the customer’s default settings.
What this setup does
Once connected to your accounting software, Adfin will:
Import all approved/saved invoices from your accounting software.
Check the customer-level default workflow in Adfin.
Automatically choose the correct collection method (Auto Collect or On Demand) as per the customers default setting.
Step 1: Configure Adfin to import all invoices
Step 1: Configure Adfin to import all invoices
When connecting Adfin to your accounting software, make sure you choose the option to import all invoices.
You can manage integrations here:
https://console.adfin.com/settings/integrations
Accounting software connection guides
What “import all” means
Xero: All approved invoices will be imported moving forward.
QuickBooks: All saved invoices will be imported moving forward.
From this point forward, any eligible invoice created in your accounting software will automatically be pulled into Adfin.
💡When connecting your accounting software, you can also choose to import all historical unpaid invoices. If you skip this step, you can return and enable it later.
Step 2: Use customer default workflows to control how invoices are collected
Step 2: Use customer default workflows to control how invoices are collected
Once Adfin is connected, every imported invoice is assessed against the customer’s default workflow settings.
Here’s the full guide to customer default workflows:
https://support.adfin.com/en/articles/13363274-set-customer-default-workflows-to-control-how-you-collect-payments-for-a-customer
How to manage collection rules for an individual customer
Go to Credit Control.
Select the customer.
Open the side drawer and click the Workflows tab.
From here, you can define how Adfin should collect payments from that customer.
How collection methods are determined
On Demand (one-time payments)
If a customer prefers to pay by:
Card, Apple Pay, Google Pay or Bank transfer.
Set their default workflow to On Demand.
Adfin will send a one-time payment link when an invoice is imported.
Auto Collect (direct debit)
If you send a direct debit mandate and the customer authorises it:
Their default workflow will automatically switch to Auto Collect
When you raise a new invoice in your accounting software, Adfin will:
Check for an active direct debit mandate.
Automatically collect payment via direct debit.
If no active mandate exists, Adfin will fall back to On Demand (if this is their default workflow) and send a payment link instead.
Set a default workflow for all customers
If you want all customers to default to:
On Demand only, or
Auto Collect only
You can configure this at the account level:
Customer-level settings will always override the account default.
