Adfin

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

Angus Tylee

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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