👻 It might be Halloween, but getting paid doesn't have to be scary! Here are the latest new features from Adfin to help you get paid.
🎨 Personalise emails
Showcase your brand by adding your own touch to customer communications sent by Adfin. You can add your logo, icon and colour scheme to the payment request, reminder and direct debit mandate emails.
Head to Settings > Branding to configure this. Here you can also preview exactly what your customer will see. 👀
⚙️ Specify precisely which invoices are imported from Xero to Adfin
Set up Xero branding theme templates to select which Xero invoices are imported and sent by Adfin. You can also use branding theme templates to either send the invoice to your customer as a one-time payment request, or schedule a payment for collection by direct debit.
Configure this by navigating to Settings > Integrations > Xero > Manage Connection. Once enabled, Adfin will only import invoices that are created using an Adfin branding theme template.
Creating an invoice with a "one-time payment" template will route the invoice for a one-time request to be paid via card or pay by bank. Using a "direct debit" template schedules the invoice for collection by direct debit - if your customer hasn't yet been sent a direct debit mandate, we'll send a mandate first before scheduling payment. We automatically send reminders on unsigned mandates to help you relax!
👥 Import customers from Xero
It's quick and easy to import your customers from Xero to Adfin. You can either select all of your Xero customers, or first add customers to a group on Xero and tell us which group to import.
Once Xero is connected, in addition to the original import, any newly created customers in Xero will also be created in Adfin - so you don't have to worry about triggering further imports.
To import customers, head to Settings > Integrations > Manage Connection.
👨🏽🍳 What's cooking
We're busier than ever on delivering upgraded functionality and new features. Adfin at the moment is a bit like an iceberg: there's a lot behind the scenes that we haven't surfaced to the user yet. That's changing in the next month or two. Here's a snapshot of what else is coming:
- Prompt Payment Discounts (PPDs): already in Beta, PPDs incentivise faster payment by offering a % based discount to your customers if an invoice is paid within a specified time.
- View and configure reminder sequences: we'll be adding a place in the console where you can view and select which reminder sequences you want to use with your customers.
- Add multiple recipients to emails sent by Adfin: allowing you to copy in your customer's accounts payable team for their convenience.
- Numerous small usability enhancements. We have a packed list of small upgrades across the platform to make it even easier to use.
Everything new we build is based your feedback, so please keep the suggestions and questions coming!
