Adfin

Angus Tylee

Learn about workflows, our retiring way to collect payments.

Workflows

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

Customise your Auto Collect workflows

What your customer sees when you us Auto Collect

How invoices get paid: Auto Collect payer experience

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+

Auto Collect Workflows

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

Customise your On Demand workflows

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

How invoices get paid: On Demand payer experience

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

On Demand+

Card, Bank Transfer, Pay by Bank, Apple Pay, Google Pay collections

On Demand Workflows

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

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

Managing Workflows

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