Recurring payment schedules in Adfin makes it easy to:
Collect a fixed amount each week, month, or year.
Automate regular payments with less manual work.
Where to find it
Look under the Create menu and click Payment. Select the option to Request payment / schedule.
How it works
Select the customer.
Enter a description (optional) and Total amount.
Toggle on the 'Set as recurring' option.
Choose the frequency (e.g. every week, month, or year).
Set a first charge date and an optional end date.
Click 'Next'.
Confirm the collection method:
The customer agent for the customer will be shown.
Select the dropdown to override the agent's settings only for the schedule.
On Demand - Card / Apple pay
Auto Collect – Direct Debit
Notifications to customers will be sent three working days in advance for direct debits to be collected on the due date.
Click 'Approve & Send'.
Note: 'Approve & Save' creates the schedule without sending any payments created by the schedule to the customer.
You can click the link button on the top right of a payment request to copy a payment link and send that to a customer yourself.
Or you can go to the customer agents tab on the payment request to change the preferred collection method so Adfin sends the payment. You can also do this for the schedule to send payment requests automatically in the future.
Edit a recurring payment schedule
To edit the payment schedule for a specific customer (e.g updating the amount):
Head to the Schedules view and select the schedule.
In the side drawer click on Edit schedule and edit the details as needed (you cannot change the customer).
You can also Cancel the recurring schedule here.
⚠️ Cancelling a schedule only affects future payments. Any payment that has already been raised under the schedule (visible in the dropdown) will still collect on its scheduled date unless you void it individually from there. Paid or Submitted payments cannot be voided.
💡 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.