What's new

We’ve updated the accept payments dashboard to help you stay on top of your cash flow and credit control, all in one place.

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💼 Stay in control of payments

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To make credit control easier, Adfin now groups your invoices and payment requests into three  buckets:

• At risk : Payments that are either overdue, where the mandate hasn’t been signed, or the payment has failed
• Expected: Payments that are still outstanding or scheduled
• Confirmed: Payments that have been made but haven’t settled yet

You can use quick filters to switch between buckets in the credit control widget and dive into the details.

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💰 Keep track of your cash position

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See a summary of your cash activity across this month and last month:

• What’s still unpaid
• What’s in progress (being collected)
• What you’ve already been paid — including Adfin payouts and any payments marked as paid in Adfin or your connected accounting software

🛠️ Customise it your way

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You can tailor the dashboard to suit how you work: customise the widgets, collapse sections, and focus on what matters most.

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