Getting paid
Live payments, direct debits, workflows and refunds.
By Angus and 2 others3 authors29 articles
- An introduction to Adfin bank transfers
- How to change your payout account
- Managing payment limits for each payment method
- Use surcharging to pass back card fees to your customers
- Collect partial payments with Adfin
- Taking card payments over the phone
- Adaptive templates
- View and understand the timeline of events for a payment collection in Adfin
- Use statements to nudge customers to settle unpaid invoices
- Track statuses and activity for your invoices
- Switch to Adfin direct debit (self-serve, under 10 mandates)
- How to reinstate a cancelled direct debit mandate
- Choosing a change date for your direct debit migration
- Bulk-migrate your direct debit mandates to Adfin (10+ mandates)
- Getting started with direct debits
- What does my customer see when I use direct debit?
- Use the reusable direct debit mandate link to sign up new customers
- Sending direct debit mandates in bulk
- Multi-signatories for direct debit
- How to get paid with customer agents
- How to use optimised chasing to get paid faster
- Introducing customer agents: an upgrade on your existing workflows
- How to use automated late payment fees to get paid faster
- Encourage direct debit usage
- Use On Demand if retries fail
- How invoices get paid: On Demand payer experience
- How invoices get paid: Auto Collect payer experience
- How to pause reminders and collection in Adfin
- Change how an invoice is collected: On Demand and Auto Collect