If you want to build your own invoicing, chasing and payout screens and workflows, we can support that too. Adfin only handles onboarding and underlying processing, meaning your users do not need to access the Adfin Console at all
Adfin Express & Adfin Core are designed to support multi-tenant architetcture where many users will connect their account through your platform. If you are only automating your own account, please look at our Developer Guide
| Resource | What it represents | Typical operations |
|---|---|---|
| Customer | A customer record with contact details, mandate status. | Create/update / list / delete customers (/customers endpoints). |
| Invoice | A bill was issued to a customer. Includes line-items, taxes, due dates, and a unique invoice number. Invoices are distributed via Adfin. | Draft, activate, void, mark-as-paid, or bulk list via /invoices and /invoices/[id]. |
| Payment Request | A demand for funds—one-off, partial, or multi-invoice. | Draft → Activate / Cancel; filter, paginate |
| Direct debit | Consent to pull funds from the customer’s bank. | Create or cancel mandates per customer (/customers/[id]/directdebitmandates |
| Webhook | Outbound events that keep your system in sync (e.g., invoice paid). | Configure per application |
Adfin never alters invoice amounts; you can send pre-calculated totals, tax, and references. You can master your sales ledger and use payment requests or invoicing to drive payments via Adfin.
Users can also connect accounting software, such as Xero and QuickBooks, where any invoice created in Adfin can flow to the connected accounting software. This means you do not have to maintain the integration yourself.
Payment requests can be used to generate payment links to display as part of a flow. For example, using Adfin to collect a payment on a client signing up, as well as setting up a direct debit processing. All invoices and payment requests are linked to a single customer.
Payment requests (with no chasing or reminders) can be used to use Adfin payment links as a hosted payment page. Simply create the customer, create a payment request, and redirect the user to the payment request URL that is returned in the body.