Invoice Financing

Financing tied to outstanding customer invoices, commonly used by businesses that bill other businesses.

Program overview

Invoice financing advances funds against unpaid customer invoices. In factoring structures, invoices may be sold to the provider; in others, invoices serve as collateral.

How it works

  • The business submits eligible invoices.
  • The provider advances a portion of the invoice value.
  • The remainder, less fees, is generally released when the invoice is paid.

Common uses

  • Bridging long customer payment terms
  • Funding payroll between receivables
  • Growth without waiting on collections

Who may be a good fit

  • B2B businesses with creditworthy customers and long payment terms

What you may need

  • Accounts receivable aging report
  • Sample invoices
  • Business bank statements
  • Business formation documents

Potential advantages

  • Scales with receivables
  • May be available to businesses with limited collateral

Potential drawbacks

  • Fees accrue while invoices remain unpaid
  • Customer notification may apply in some structures

Application process

  • Provide an accounts receivable aging report
  • Provider reviews invoice and customer quality
  • Set up the facility and submit invoices

General qualification considerations

  • Creditworthiness of your customers, not only your business
  • Invoice age and concentration
  • Business-to-business billing model

Frequently asked questions

Is invoice financing a loan?

It depends on the structure. Some arrangements are loans secured by receivables; factoring arrangements involve the sale of invoices. Review the agreement to understand which applies.

This is preliminary information, not an eligibility determination, offer, or approval. Final eligibility, terms, rates and approval are determined by the applicable financing provider.