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 and Auto Collect 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:
Head to the Manage customers tab 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.
💡 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 account we push these payments to by going to your Xero configuration settings. Under Advanced settings (towards the bottom of the page), you’ll see an option to “Select the account for payments without an invoice (e.g. from payment links) in 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.