There are four ways to add invoices to Adfin. The right one depends on where your invoice starts its life.

If you've already got an invoice as a PDF or image, drag and drop it into Adfin. Our AI reads the file and pulls out the details (customer, amount, due date, line items) so you can check them before sending. You can drop one file or a batch.

If you use Xero or QuickBooks, connect it once and Adfin imports approved invoices automatically. You can also bring in your historic invoices when you set things up.

You can build an invoice from scratch in Adfin. Handy if you're not using accounting software, or if you want to issue a one-off invoice quickly.

See: Create and send an invoice

For invoices on a schedule (monthly retainers, subscriptions) or where the customer pays in stages, you can set up a recurring invoice or an instalment plan.