Adfin

Chris Carty

Sam Jennings

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 one-time 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

To help you avoid upload errors - and to make sure Adfin reads all the information in your file correctly - please follow the guidance below when preparing your .csv…

How to structure invoice CSV & Excel files

Learn how to structure invoice CSV & XLSX files for upload to Adfin

Invoice upload

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

Learn how to add team members, assign roles and manage user access on your Adfin account.

Manage your team on Adfin

Settings

Learn how to switch the currently active workflow for a payment collection.

Change a collection 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

Learn how to archive customers you no longer need to actively manage, and how to reactivate them if needed later.

How to archive and reactivate customers in Adfin

Customer management

Learn how to use default workflows to control how Adfin collects payments for each customer.

Set customer default workflows to control how you collect payments for a customer

Set how Adfin collects payments using customer default workflows

Customer default workflows 

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