Adfin

Use the 'View transactions' dashboard to track payouts from Adfin, reconcile which invoices and payments they relate to, and export to CSV

Track your payouts in the Transactions dashboard

Adfin Custom (your business name on direct debit statements) is chosen during onboarding and can't be added once you're live. It differs from your card and bank transfer statement name.

Can I upgrade to Adfin Custom later?

When will I receive my payout?

Learn what your customer sees on their bank statement when a payment is made through Adifn.

What does my customer see on their bank statement when paying?

Export your Adfin data to CSV for reconciliation or record-keeping. Covers the Transactions, Payments, and Customers screens, what each file contains, and how to export everything or just a selection.

Export your data from Adfin

Very occasionally, you may see a line item in your payout that shows a deduction, or you may notice that a payout you were expecting is missing. This article explains…

Why is there a failed payment deduction in my Adfin payout?

Angus Tylee

Track payouts, fees, your bank account and reconciliation.

Receiving payouts & reconciling

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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.

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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.

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

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

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

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