Adfin

Angus Tylee

Live payments, direct debits, workflows and refunds.

Getting paid

All of the advantages of a digital payment method, at lower cost.

An introduction to Adfin bank transfers

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

Surcharging lets you recover the cost of accepting card payments by passing card fees on to your customer.

Use surcharging to pass back card fees to your customers

Learn how partial payments work in Adfin, how to enable them, and how to track payments once they’re made.

Collect partial payments with Adfin

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

Take a card payment while speaking to your client, using Adfin’s secure phone payment flow.

Taking card payments over the phone

The payment options Adfin supports and how to set them up for your customers.

Overview & methods

Getting started with direct debits

Adfin uses direct debit mandates as an efficient and secure way make recurring collections. This article explains what a direct debit mandate is, and how it works within Adfin.

What is a direct debit mandate in Adfin, and what is its purpose?

Below is a visual summary of the email communications we send to your customers when you use direct debit.

What does my customer see when I use direct debit?

Learn how to share your reusable direct debit mandate link and what happens after a customer authorises a mandate.

Use the reusable direct debit mandate link to sign up new customers

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

Learn how Adfin supports multiple signatures for a direct debit mandate.

Multi-signatories for direct debit

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

Migrating direct debit mandates to Adfin

Set up mandates, send them in bulk, and understand what your customer sees.

Direct debits

What actions can I take to manage Auto Collect (direct debit) invoices based on their current status?

Collect an upfront card payment, then invite your customer to sign a direct debit payment for future payments.

On Demand+

What does your customer see when you send them an On Demand payment request?

How invoices get paid: On Demand payer experience

Create new On Demand chasing workflows from scratch or modify existing ones

Customise your On Demand workflows

Some clients just won’t sign their direct debit mandate. Now you can set up Auto Collect+ as an automated backup, giving those clients the option to pay using On Demand…

Auto Collect+

What your customer sees when you us Auto Collect

How invoices get paid: Auto Collect payer experience

Learn how to customise your Auto Collect workflows in Adfin to manage direct debit payments more effectively.

Customise your Auto Collect workflows

Autopilot is an end-to-end agentic AI chasing tool. Adfin Autopilot can take your existing chasing message templates, adapt them to the relevant context, and send them: automatically.

Adfin Autopilot & Adaptive Templates

Learn how to switch the currently active workflow for a payment collection.

Change a collection workflow from On Demand to Auto Collect (and vice versa)

Learn how to temporarily pause customer reminders, collections, or individual payment requests in Adfin.

How to pause On Demand reminders and Auto Collect workflows

The Activity log provides a clear, chronological record of all actions, updates, and status changes. It’s a useful tool for tracking payment progress.

View and understand the timeline of events for a payment collection in Adfin

Send customer statements from Adfin to help nudge customers to pay what they owe. It’s an easy way to follow up on outstanding balances without sending individual chasers.

Use statements to nudge customers to settle unpaid invoices

Choose between On Demand, Auto Collect and Autopilot, and customise how each one chases for payment.

Workflows (On Demand / Auto Collect / Autopilot)

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