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.
⚠️ To use the Adfin integration, you'll also need to enable the Xero 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 check your invoicing handling settings.
If you post invoices to Xero as draft
You can customise how invoices on acceptance, completion, or recurring payments are handled. If you post invoices to Xero as draft invoices you don't need to change any settings here.
Adfin will automatically pick up the invoices in Xero once approved, and:
Send the invoice directly to your client.
Attach the invoice as a PDF.
Send the invoice to tools like Dext Prepare or Apron, if you use them.
If you post all or some invoices to Xero as approved
If you post all or some of your invoice types to Xero as approved, then you’ll need to prevent Xero from automatically sending out any Adfin invoices to your clients too.
You do this by excluding the Adfin branding themes from the 'Post as Approved' functionality.
Go to Billing Settings and look for the blue box labelled 'Need to exclude some clients from automatic-send invoices?'.
Add your Adfin branding themes into the exclusion box.
This ensures that any clients with these branding themes won’t also receive duplicate invoices from Xero.
Update Your Client Branding Themes
To make sure your client invoices are being posted to Xero with the right branding theme, you should ensure that all active clients in your billing plan have the correct Adfin branding theme applied before approving your billing plan.
Start from the Billing Plan and identify which clients will be invoiced through Adfin.
Go to each client’s page.
Open the Invoicing tab.
Select the correct Adfin branding theme.
Once the branding themes are set on a client basis (and excluded from automatic sending if 'posting invoices to Xero as approved' is enabled) Adfin will know which client invoices to pick up from Xero once the billing plan is sent through.
👉 Good news, when a new client sets up an Adfin direct debit through the proposal signing workflow, you wont need to manually change their branding theme. Socket will auto-update their branding theme to the 'Adfin Auto-Collect' branding theme.
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.