Adfin

What Adfin does automatically when a direct debit payment fails, and what to do if you've been paid outside Adfin.

A direct debit payment failed

What happens when a customer cancels their direct debit, and how to set up a new mandate if you need one.

My customer cancelled their direct debit mandate

Not yet. Amex is planned for the next couple of months. Email us to have your account flagged so it's switched on for you as soon as it's live.

Can I accept American Express?

How to mark an invoice as paid when the money came in by bank transfer, cash, or another route outside Adfin, so reminders stop.

My customer paid outside Adfin: how do I stop reminders?

Not yet. Adfin only accepts GBP at the moment. Overseas customers can still pay by card and their bank handles the FX.

Do you take currencies other than GBP?

By default, Adfin can collect up to £5,000 per invoice via direct debit. Higher limits are available on request.

Can I increase my direct debit payment limit?

Cancelling a schedule stops future payments only. Any payment already raised under it will still collect unless you cancel it individually.

I cancelled a schedule but my customer was still charged

What you can't change once a direct debit is Submitted, and what you can still do .

Why can't I cancel, stop or edit a direct debit payment?

Having trouble syncing data between Adfin and Xero?

Troubleshooting common issues between Adfin and Xero

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?

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

Chris Carty

Angus Tylee

Fixes for common problems with payments, payouts, mandates and integrations.

Troubleshooting

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.