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

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.

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

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

Merging customer profiles

Customer management

Home

Requesting payments

Accountants

Blog

About

Lawyers

Managing payments

Security

Terms

Businesses

Collecting payments

Pricing

Privacy

Platforms

Developers

Complaints

Solution

Features

Company

Resources

Login

Changelog

Developer Hub

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

Try using different keywords or checking for typos.

No tickets found

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

English

Română

url(https://downloads.intercomcdn.com/i/o/j0ry1pan/646762/f78993e5be5e5387f55ca762158a/9ecfe59ee1da994fbec8f4f0e8dcdcb4.png)