Why Xero practices are using Adfin for collections

Join 500+ UK practices already simplifying how they collect invoice payments — and saving on fees.

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One platform. All your collections. Simple.

All in one place, no extra tools needed

Accept Apple Pay & Google Pay, credit cards, direct debit, and more in one platform

One dashboard to track every payment, no more fragmented reports

Fully integrated with your Xero account

Free your team from chasing payments

Payment links via email, SMS, or WhatsApp — whatever suits your client

Smart reminders that follow up for you automatically

Real-time alerts for failed or delayed payments

Direct debits, reimagined

Send mandates in seconds — via mobile or web, one by one or in bulk

We’ll chase unsigned mandates for you

See who’s paid and who hasn’t. If a DD fails, we can automatically fall back to card

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 console
From 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 scheduled
Upload invoices in Adfin, or create them in a supported invoicing software and they'll automatically sync to Adfin.
Cancel your old mandates
Cancel mandates with your old provider for any customers who have completed their mandate with Adfin.