Adfin

Learn the easiest ways to switch to Adfin – re-mandating your customers or migrating existing mandates. Discover why re-mandating is quick, automated and hassle-free, helping you move payment collections smoothly…

Switching to Adfin: two routes, one goal

Chris Carty

Learn how to move your payments to Adfin smoothly while keeping your clients informed and confident in the change.

Switching to Adfin

Switching to Adfin will improve your clients' payment experience. Communicating the change clearly helps ensure a smooth transition.

Communicate to your clients that you’re switching to Adfin

If you’re moving multiple customers to Adfin direct Debit, you can send all their new mandates in just a few clicks.

Sending direct debit mandates in bulk

This feature helps automatically migrate your recurring and one-off invoices to Adfin as soon as a customer signs a direct debit mandate.

Automatic invoice migration for Xero and QuickBooks

Discover the steps to smoothly migrate your customers from another provider through re-mandating.

Switching from another provider by re-mandating

Move mandates from another provider to Adfin, without clients having to authorise a new mandate

How to migrate direct debit mandates to Adfin

Steps to take during mandate migration to ensure a seamless switch

A how-to guide for users undertaking direct debit mandate migration

Transfer existing mandates from another provider to Adfin, without clients having to authorise a new mandate

Switching from another provider by mandate migration

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