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

Your payout account is where Adfin pays your collected funds. How to request a change, who can do it, what proof to send, and what to update afterwards.

How to change your payout account

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

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

Taking card payments over the phone

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.

Adaptive templates

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

Invoice statuses and activities allow you to easily track what is happening with each invoice.

Track statuses and activity for your invoices

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

Overview & methods

The self-serve route for moving customers from another direct debit provider to Adfin. Your customers re-sign a new Adfin mandate. For 50+ mandates, see the assisted bulk-migration service instead.

Switch to Adfin direct debit (self-serve, under 50 mandates)

Why mandates can be cancelled by the bank, how you'll find out, how to reinstate, and the follow-up step on open invoices.

How to reinstate a cancelled direct debit mandate

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

Bulk-migrate your direct debit mandates with Adfin (50+ mandates)

Getting started with direct debits

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

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

Direct debits

Learn how to setup customer agents and automate getting paid

How to get paid with customer agents

How optimised chasing works, how to set its boundaries, and how to get the best results.

How to use optimised chasing to get paid faster

Learn about the transition from workflows to customer agents

Introducing customer agents: an upgrade on your existing workflows

UK law gives you the right to charge late fees on overdue invoices; you can automate this with Adfin

How to use automated late payment fees to get paid faster

An optional agent skill that moves customers onto direct debit after an On Demand payment.

Encourage direct debit usage

An Auto Collect agent option that falls back to On Demand when direct debit retries fail.

Use On Demand if retries fail

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

How invoices get paid: On Demand payer experience

What your customer sees when you us Auto Collect

How invoices get paid: Auto Collect payer experience

How to pause Adfin's chasing and collection for a customer or a specific payment, the duration choices, and what to expect.

How to pause reminders and collection in Adfin

Everything you need to configure customer agents: routing, communication, skills, and invoice overrides.

Customer Agents

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

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