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How do I switch from another direct debit provider?

To use Adfin for direct debit, your customers need to sign a new direct debit mandate, issued by us.

Chris Carty avatar
Written by Chris Carty
Updated this week

Here’s a step-by-step overview of the process:

1. Enable automatic invoice migration

2. Create your customers on Adfin by either:

  • Importing them from your accounting software, or

  • Creating them manually in the Adfin Console.

3. Notify your customers that you will be moving to a new direct debit provider and ask them to complete the new mandate

4. Send your customers mandates from the Adfin console

  • 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.

  • 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.

5. Cancel your customers’ mandates with your old provider

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

6. Update invoices [only if automatic invoice migration is disabled]

  • 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.

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