Use statements to nudge customers to settle unpaid invoices

⏰ Configure Statement workflows

Statement workflows let you control how and when statements are sent, so they align with your existing credit control process.

You can set a default statement workflow for your account and define the schedule, rules, and email content.

Go to Settings → Workflows → Statements (https://console.adfin.com/settings/statements)
Click the pencil icon next to the workflow you want to edit

You can configure statements to be sent automatically on a recurring schedule, including:

For more control, select Advanced settings to configure custom timings.

You can apply rules so statements are only sent when specific conditions are met. For example:

The payment is a certain number of days overdue
The outstanding balance is above a set amount, for example:
- Minimum outstanding balance of £50
- Minimum number of overdue days

These rules help ensure statements are only sent when relevant.

You can include a custom message in the statement email to provide additional context for your customers.

To enable automated statements for individual customers:

Once enabled, the customer will receive statements containing all unpaid payment requests, which they can pay on demand.

You can edit the schedule, rules, and messaging for these statements in Settings → Workflows → Statements.

You can send a one-off statement to an individual customer at any time.

Go to the Credit control view.
Select the customer you want to send a statement to.
In the side drawer, locate the Customer statement section.
Click the three dots next to Actions.
Choose one of the following:
1. Copy link — share the link with your customer outside of Adfin.
2. Send — send the statement directly to your customer from Adfin.

This allows you to share a statement on demand, without changing your automated statement workflows.

Statements give customers a clear overview of what they owe and an easy way to pay.

Customers can:

Review all outstanding invoices in one place
Pay invoices directly from the statement
See a history of payments, showing what has already been paid and what is still outstanding

When a statement is sent, the customer receives an email notification.

Email subject
Statement from [Business name]

Email content
The email includes a summary of the statement and a View & Pay button (see screenshot below).

When the customer clicks View & Pay in the email, they are taken to their online statement.

From the statement page, customers can: