Adfin

Chris Carty

Veronika Targos

Console

Raising an invoice in Adfin is quick and easy! Just follow these steps

Create and send an invoice

Need to request a quick payment? Use Adfin’s Payment Link feature to create and send a one-time request in just a few steps.

Create a payment link

You can now create payment schedules in Adfin to collect recurring payments from your customers.

Create a recurring payment schedule

Set up recurring invoices in Adfin to send automatically on the schedule you choose. Perfect for subscriptions, retainers, or regular clients. Save time and stay on top of repeat billing…

Create recurring invoices

Have a client who’s struggling to pay? Now you can offer an instalment plan that makes things easier for them and keeps cash flowing for you 🙌

Create and manage instalment plans

Create payment requests directly within the Adfin console

Quick create

Learn about the maximum transaction limits per payment method and how to manage these for your account and different customers.

Managing payment limits for each payment method

Settings

Learn how to switch the currently active workflow for an invoice.

Change an invoice workflow from On Demand to Auto Collect (and vice versa)

The Activity log provides a clear, chronological record of all actions, updates, and status changes. It’s a useful tool for tracking payment progress.

View and understand the timeline of events for a payment collection in Adfin

Invoice management

Learn how to create, edit, and manage multiple contact persons for a single customer.

Managing multiple contact persons per customer

Keep your customer records clean by learning how to merge profiles in Adfin.

Merging customer profiles

Customer management

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