Linking Your Adfin Account
To get started, head over the Practice Settings > Integrations and click "Connect with Adfin". You’ll be prompted to sign-in to your Adfin account to hook up the integration.
Customise Your Direct Debit Prompts
Once you’ve connected your Adfin account, you can customise your direct debit prompts under the Integration Settings.
Update Billing Settings for Invoice Handling
Click through to the Billing Settings page to update customise your invoice handling by invoice type, so invoices on acceptance, completion, or recurring payments can be handled differently.
Adfin will send the invoice to your client and attach the invoice as a PDF. Adfin will also send the invoice direct to tools like Dext Prepare or Apron if you use them.
Quick Demo of the Adfin Integration in Socket
Quick Demo of Socket Settings in Adfin
Next, learn how to move clients to Adfin for direct debit during the proposal signing process.