Adfin

The six ways to raise a payment in Adfin: single invoice, recurring invoice, instalment plan, schedule, one-off payment request, and reusable payment link.

Every way to raise a payment in Adfin

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

Create and send an invoice

Four ways to get invoices into Adfin: drag-and-drop, accounting software, direct creation, and schedules.

Adding invoices to Adfin

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

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.

Set up and edit a recurring invoice

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

Set up and edit a recurring payment request (no invoices)

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

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 the payment portal link works, how customers use it, and where to find it.

Use the payment portal link to collect invoice payments

Angus Tylee

Adithya Kunigiri

Create and send invoices, payment links, recurring schedules and instalment plans.

Requesting payments

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