Engager + Adfin integration

Adfin integrates with Engager, helping practices manage invoicing, payment collection, and reconciliation through one connected workflow.

It’s easy to set up the integration! You’ll need an Adfin account first. Then, to set up the integration, navigate to the settings within your Engager account, select the Adfin integration option, and follow the on-screen instructions to authorise and connected your Adfin account.

The integration helps practices automate invoicing, payment reminders, collections, and reconciliation. It reduces manual follow-up while improving visibility across outstanding and completed payments.

Adfin supports Direct Debit, open banking, bank transfers, and card payments, giving clients flexibility in how they pay invoices.

Payment tracking and invoice visibility are managed through Adfin’s dashboard, where you can monitor paid, unpaid, overdue, and outstanding invoices in real time.

Yes. Invoices created in Engager can be pushed directly into Adfin, allowing automated payment collection and reminders to begin immediately.

Yes. Adfin automates reminders and payment chasing workflows, helping practices reduce time spent manually following up unpaid invoices.

While Engager does not charge extra for the integration, Adfin’s services does have associated fees. 
It’s advisable to review Adfin’s pricing details or contact their support for specific information, including their terms and conditions and privacy policy.

Yes. The integration is designed to help practices handle increasing invoice volumes without adding manual admin, making payment collection more consistent and easier to manage as the practice grows.