Switch your direct debit payments to Adfin
Fed up with hidden fees and poor customer service?
Here's how you can make the change in just a few simple steps.
Why switch?
Transparent fees with no surprises
1% + 20p, capped at £4 - and we never charge for failed payments
No add-on fees and all new value add features included as standard - and we’ve got a lot planned!
Take your fees to 0% + 20p with the Adfin Accountants and Bookkeepers Club
Built for you and your clients
Integration with Engager.app, Xero, and Quickbooks. More are planned - contact us
Backup retries with card payments when direct debits repeatedly fail
VAT invoice creation to help automate bookkeeping (coming soon)
Customer support for customers, not cost savings
Dedicated support from a named account manager for you - and your clients
Adfin integrates with your existing software
Engager.app & Adfin
Connect your accounts and embed a direct debit mandate with a letter of engagement
Xero & Adfin
Connect your accounts and automatically create invoices and mark them as paid on Xero
QuickBooks & Adfin
Connect your accounts and automatically create invoices and mark them as paid on QuickBooks
We support you every step of the way
To use Adfin, your customers need to sign a new direct debit mandate - we make this as seamless as possible and if you need assistance, we’ll be available to help.
See our full guide to direct debit here
Here’s a step-by-step overview of the process:
Create your customers on Adfin by:Importing your customers from Xero or Quickbooks. You can import them all or just specific groups. We always stay in sync.Or, if you prefer, you can create customers manually in Adfin.
We recommend you keep invoicing your customers as you do today until you've sent out your new Adfin mandates
Notify your customers that you will be moving to a new direct debit provider and ask them to look out for the new mandate - it’s a 10 second process for them to complete
Send your customers mandates from the Adfin consoleFrom the Customer view in Adfin, you can send your customers direct debit mandates with one click.Once the customer has completed the mandate, the status of the mandate in the table will change from “pending” to “active”.
Start sending invoices via Adfin for customers with Adfin mandates - any invoice raised against a customer with an Adfin mandate will be automatically scheduledUpload invoices in Adfin, or create them in a supported invoicing software and they'll automatically sync to Adfin.
Cancel your old mandatesCancel mandates with your old provider for any customers who have completed their mandate with Adfin.