Recurring payment schedules in Adfin makes it easy to:
Collect a fixed amount each week, month, or year.
Split invoices into instalments by setting the amount and number of occurrences.
Automate regular payments with less manual work.
👉 Where to find it
Look under the Quick create menu and click Payment link. You can then toggle on the 'Set as recurring' option.
🛠️ How it works
Select the customer.
Enter a description (optional) and Total amount.
Choose how you would like the customer to pay - we support both On Demand (Card, Google Pay, Apple Pay, Bank payment) and Auto Collect (Direct Debit) recurring payment schedules.
Choose the frequency (weekly, monthly, or yearly).
Set a first charge date and an optional end date.
✍️ Edit a recurring payment schedule
To edit the payment schedule for a specific customer (e.g updating the amount):
Head to the Credit control view and select the customer in question.
In the side drawer, go to the Schedules tab to review any schedules set up for that customer.
Click on the Schedule number and edit the details as needed. You can also Cancel the recurring schedule here.
💡 Tip: If you’re connected to Xero, we’ll push any recurring payment collections into it, and you can manually allocate these payments to a specific invoice.
You can configure the Xero account we push these payments to by going to your Xero configuration settings. Under Advanced settings, you’ll see an option to “Sync payments without an invoice to Xero”
Note: Xero does not allow us to push payments to accounts managed directly by Xero (e.g, 610). These accounts will not appear in the list.