Adfin

Understanding credit control and cash position statuses

Using Adfin to manage credit control and keep track of your cash flow

Sam Jennings

Chris Carty

Veronika Targos

Console

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

How to 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.

How to create a payment link

Adfin allows you to send multiple invoices to different customers at the same time, saving you time and effort on administrative tasks.

Upload and send a batch of invoices

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

Invoice statuses and activities allow you to easily track what is happening with each invoice.

Track statuses and activity for your invoices

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

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

Invoice management

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

Managing multiple contact persons per customer

Customer management

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