Adfin

Chris Carty

Sam Jennings

Get connected to your preferred account software

Software integrations

This guide explains how to import all invoices from your accounting software and automatically collect payments using each customer’s preferred collection method.

Set up Adfin to import all invoices and use customer defaults to determine their preferred collection method

You may notice differences between invoice statuses in Adfin and your accounting software. This guide explains why these discrepancies occur, what they mean, and how to interpret them correctly.

Why is there a mismatch between the invoice status in my accounting software and Adfin?

General

Connect your Adfin account with a Xero organisation to automatically import invoices, customers and make reconciliation easy.

Connect your Xero account to Adfin

Find out how to import your outstanding Xero invoices into Adfin

Import Xero invoices that have already been approved and sent into Adfin

If an invoice created and approved in Xero is not appearing in Adfin, follow these steps to ensure it is successfully imported

How to retrigger an invoice import from Xero to Adfin

Having trouble syncing data between Adfin and Xero?

Troubleshooting common issues between Adfin and Xero

How do Xero branding themes affect invoice processing and customer notifications in Adfin?

Use advanced settings to sync as Overpayments or Prepayments and specify VAT

Customise how you sync payments without an invoice to Xero

Learn how Adfin integrates with Xero invoices and how to ensure your customers see an Adfin On Demand payment link on their invoice PDF, making it easy for them to…

Adding Adfin payment links to your Xero Invoice PDFs

Xero

Connect your Adfin account with a QuickBooks organisation to automatically import invoices, customers and make reconciliation easy.

Connect your QuickBooks account to Adfin

Find out how to import your outstanding QuickBooks invoices into Adfin

Import QuickBooks invoices that have already been saved and sent into Adfin

Connect your Adfin account with QuickBooks

QuickBooks

Connect Adfin to Engager in minutes and tailor your setup to work exactly how you want.

Get started with Adfin payments in Engager

Get started with Adfin payments in Engager.app

Engager.app

Connect Adfin to Socket in minutes and tailor your setup to work exactly how you want.

Get started with Adfin payments in Socket

Socket

Connect your Microsoft 365 or Gmail to Adfin

Send emails from Adfin using your Microsoft 365 or Gmail address

Email providers

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.

Search

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)