How do I switch from another direct debit provider?

When your customer signs a direct debit mandate with Adfin, we’ll automatically update your invoices in Xero or QuickBooks to use Adfin for payment. This feature is enabled by default.

Importing them from your accounting software, or

Creating them manually in the Adfin Console.

Here's a great example to get you started:

From the Adfin Console’s 'Manage customers' view, send your customers direct debit mandates. You can send mandates either individually or in bulk.

You also have the option to add a custom message, which will be sent with the mandate request. This message can be saved in your settings for future use.
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Once completed by the customer, their direct debit status will transition from Awaiting signature to Signed.

Note: Before we can schedule a direct debit collection, we require confirmation from your customer’s bank that everything has been set up successfully. This typically takes 2–3 working days. Once confirmed, the customer’s direct debit status will change to Active.

Cancel the mandates with your old provider for any customers who have the direct debit status Active in Adfin.

When a customer has signed their mandate, the direct debit status column will transition to Active, meaning their payments are ready to be collected via Adfin direct debit.

If you have disabled automatic invoice migration (see step 1), you'll need to manually update their recurring invoices in your accounting software to be imported to Adfin.

If you’re not sure how to do this, check out our guides on connecting Xero to Adfin or connecting QuickBooks to Adfin.

Once you’ve updated their recurring invoices, use our Tags feature to track which customers invoices have been updated.

If you are using Adfin’s invoice upload or invoice creation, simply send the invoice from Adfin and we will schedule it for collection.