Invoice Finance Application

Step 1 of 11

Documents You'll Need

To complete your invoice finance application, please have the following documents ready. This typically takes 5-10 minutes to gather.

Latest Accounts

Your most recent company accounts (last 2 years if available)

Bank Statements

Last 3-6 months of business bank statements

Customer Invoices

Copies of recent invoices from your customers

Customer References

Contact details for 2-3 key customers

Don't worry if you don't have all documents: You can upload them later or we can help you gather what's needed.

1. Facility Overview

Type of Facility*

Estimated Funding Requirement (£)*

Funding Purpose*

Timeframe*

2. Business Details

Company Name*

Company Number*

Business Type*

Industry / Business Activity*

Trading Address*

Years Trading*

3. Turnover & Invoicing

Annual Turnover (£)*

Monthly Turnover (£)*

Do you invoice other businesses (B2B)?*

Average Invoice Value*

Number of Active Customers*

4. Debtor Book

Total Debtor Book Value (£)*

Average Payment Terms (days)*

Do any customers make up more than 25% of turnover?

Any overseas debtors?

5. Existing Funding

Do you currently have invoice finance?

Any existing loans or overdrafts?

6. Credit Profile of Debtors

Any bad debts in last 12 months?

Any customers with late payments?

7. Directors / Owners

8. Financial Overview

Net Profit (£)*

Any recent decline in turnover?

9. Documents Upload

Aged Debtor Ledger

Latest Accounts or Management Accounts

Bank Statements

Sample Invoices

ID & Proof of Address

10. Authorisation

I confirm I am authorised to applyI consent to credit searchesI consent to data sharing

Name*

Position*

Signature*

Date*