Accessing the Activity log in Adfin
To view the Activity log:
Locate the relevant invoice or payment request in your Adfin account via the "Accept payments" view.
Open the side drawer by selecting the invoice or payment request.
Select the “Activity” tab in the side drawer to view a chronological list of all events associated with that invoice.
The Activity log offers a transparent overview of how an invoice has progressed from creation to payment, helping you monitor every key step.
What events are captured in the Activity log?
The activity log records a variety of important events related to each invoice / payment request, including:
Notifications – View the notifications that have been delivered to your customer, such as when the invoice was first sent or when reminders were issued.
Alerts – If a notification fails to deliver (for example, because the customer’s contact details are incomplete), Adfin will log an alert and give you the option to retry sending the failed notification.
Edits – Any updates made to the invoice / payment request are logged here, including changes to the due date or invoice amount, or when a credit note has been applied.
Status changes – Track when an invoice / payment request transitions between different states, such as when a payment becomes Overdue, Paid or Settled.
Upcoming activities – Preview future events, such as when overdue reminders will be sent, when the direct debit collection will take place, or when you can expect a payout.
Custom notes – View any notes you’ve added directly within the activity log. You can add new ones at any time by clicking ‘Add a note’.
By regularly reviewing the activity log, you gain valuable insight into the full lifecycle of an invoice in Adfin. This helps you monitor progress, identify potential credit control risks early, and maintain accurate payment records.