There are four ways to add invoices to Adfin. The right one depends on where your invoice starts its life.
Drag and drop an invoice file
If you've already got an invoice as a PDF, image, Excel file or CSV, 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.
Import from your accounting software
If you use Xero or QuickBooks, connect it once and Adfin imports approved invoices automatically. With All invoices, Adfin also brings in the unpaid invoices you already have, and you choose whether it starts collecting them. See Import all invoices from Xero or QuickBooks.
Create an invoice directly in Adfin
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.
Set up recurring invoices or instalments
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.