Once you’ve configured your Adfin integration you’ll be able to move new and existing clients over to Adfin for payments.
There are two options for switching a new or existing client to Adfin for direct debit:
When creating a proposal: you can ask the client to set up a direct debit as part of the proposal workflow. In the background, the Xero invoice template will be changed to the Adfin default to collect via direct debit, and when the next invoice is sent it will be collected by Adfin.
Without creating a proposal: In Socket you can simply change the Xero invoice template to the Adfin default to collect via direct debit. When the next invoice is created and sent to Xero it will trigger Adfin to send a mandate request to the client, and, if the client doesn't set up the mandate then Adfin will chase until it is signed.
Watch Jon's Demo of New and Existing Client Scenarios
Step-by-step for Proposal Direct Debits Mandates with Adfin
Follow our easy step by step guidance for the following scenarios:
New client, no direct debit
Existing client (in Socket or Adfin) with a direct debit
Existing client (in Socket or Adfin) without a direct debit
New Clients
Add new clients manually, or access your existing Adfin client in the proposal wizard.
Socket will automatically match the new client with your Adfin records (along with Xero if you also have this integration set up). If no record is found you can manually configure the client link in the proposal wizard, or Socket will automatically create a new client record in Adfin once the client sets up the mandate.
To trigger a direct debit mandate in a proposal for a new client, make sure that “Show Instructions” is enabled on the Customise Page of the proposal wizard.
Socket won’t allow a proposal to be signed before the direct debit is set-up. The client will be redirected to an Adfin to complete a direct debit set up, and immediately directed back to Socket to accept the proposal once the mandate is set up.
The new client will be created in Adfin (and Xero if applicable) once the direct debit mandate has been signed, and their updated active status is immediately visible in Adfin.
If you’re also using Xero, we collect the Xero Contact ID in the background, and set the Xero invoice template to collect via direct debit through Adfin. The next invoice that is sent to the client will automatically be collected by Adfin.
Existing Client (in Socket or Adfin) With a Direct Debit
If the client is existing in Adfin but not Socket, Socket will pull in the client contact details and create a new client during the proposal set-up.
If the client has an active direct debit in Adfin, Socket will prevent the direct debit instructions from being shown.
If the client has not matched correctly, you can resync with Adfin during the proposal set-up.
When the client receives the proposal, they won’t be prompted to set-up a direct debit.
Existing Client (in Socket or Adfin) Without a Direct Debit
If an existing client in Socket or Adfin doesn’t have an existing direct debit, Socket will by default show direct debit instructions during the proposal signing process. You can opt to turn this off if required.
If the client is in Socket but not Adfin, Socket will create the client in Adfin at the point of direct debit set-up.
If the client is existing in Adfin but not Socket, Socket will pull in the client contact details and create a new client during the proposal set-up.
By default, the client will be redirected to an Adfin to complete a direct debit set up, and immediately directed back to Socket to accept the proposal once the mandate is set up.
Once the direct debit madate is set up, their mandate active status is immediately visible in Adfin.