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Video: Engager.app x Adfin Integration: Simplify LoE Signing & Payments for Your Accounting Practice
1. Connect Adfin to your Engager account
1. Connect Adfin to your Engager account
In Engager, go to Settings (https://adfinfinancial.staging.engager.app/settings/CategoryGrid).
Click on the Adfin Integration option.
Click authorise (or re-authorise if already connected).
Log into your Adfin account when prompted.
You’ll be returned to Engager once authorisation is complete.
2. Choose how client names appear in Adfin
2. Choose how client names appear in Adfin
Choose between First Name Last Name or Last Name First Name.
Decide if you want to include a trading name (e.g., “John Doe trading as JD Accounting”) by ticking the box.
Click Save.
3. Set your direct debit preferences
3. Set your direct debit preferences
Choose the default behaviour when sending a Letter of Engagement:
Mandatory (client must set up a Direct Debit),
Optional, or
Not offered.
You can override this setting for individual letters later.
(Optional) Use the button at the bottom to delete all Adfin data from Engager if needed.
4. Link a client to Adfin
4. Link a client to Adfin
Go to your client’s record in Engager.
Under General Info, click Link with Adfin.
If the client isn’t found, create a new record and click Confirm and Save.
5. Send a letter of engagement with direct debit
5. Send a letter of engagement with direct debit
Generate the letter of engagement as usual.
Click Send.
Choose to use the default Direct Debit setting or select a different one for this client.
The client will receive an email to review and sign the letter.
6. What the client sees
6. What the client sees
The client opens the email and clicks Review and Sign.
After signing their name, they’ll be prompted to set up a Direct Debit.
The setup page asks for:
Business account name
Account number and sort code
Email address
Confirmation of mandate terms
Once completed, the Direct Debit is marked as active, and they can approve the engagement.
7. Manage direct debit requests
7. Manage direct debit requests
You can also:
Send Direct Debit requests separately (outside of a Letter of Engagement).
Cancel a Direct Debit from the client record.
Track the status of all Direct Debits using the Adfin Payments section or by filtering your client list.
8. Engager direct debit statuses explained
8. Engager direct debit statuses explained
Not linked: Client hasn’t been linked to Adfin yet.
Not created: No Direct Debit request has been sent.
Awaiting acceptance: Request sent, waiting on client to complete.
Accepted and activating: Client accepted, bank is processing.
Active: Direct Debit is active and ready to use.
Cancelled: The Direct Debit has been cancelled.