Invoice Financing Request Form

User Guide: Invoice Financing Request Form

This user guide will help you understand how to properly complete the Invoice Financing Request Form to apply for financing against your outstanding invoices.

Overview

The Invoice Financing Request Form is designed to collect all necessary information about your business, the invoice you wish to finance, and your banking details. This information helps lenders evaluate your request quickly and efficiently.

How to Complete the Form

Section 1: Business Information

• Business Legal Name: Enter the official registered name of your business
• Business Type: Select the legal structure of your business from the dropdown menu
• Tax ID Number (EIN): Provide your Employer Identification Number
• Years in Business: Enter how long your business has been operating
• Business Address: Provide your complete business address including city, state, and ZIP code

Section 2: Contact Information

• Primary Contact Name: Enter the name of the person who will be the main contact for this application
• Title: Provide the contact person's job title
• Email Address: Enter a valid email address where you can be reached
• Phone Number: Provide a direct phone number

Section 3: Invoice Details

• Invoice Number: Enter the unique identifier for the invoice you want to finance
• Invoice Date: Select the date when the invoice was issued
• Invoice Amount: Enter the total value of the invoice in dollars
• Due Date: Select the date when payment is expected from your customer
• Debtor/Customer Name: Provide the name of the business or client that owes payment
• Debtor/Customer Address: Enter the complete address of your customer
• Description of Goods/Services: Briefly describe what products or services were provided

Section 4: Financing Request

• Amount Requested: Enter how much funding you're seeking (typically a percentage of the invoice value)
• Preferred Term: Specify how many days of financing you need (usually until the invoice due date)
• Purpose of Financing: Explain how you plan to use the funds (e.g., operational expenses, payroll, inventory)

Section 5: Bank Information

• Bank Name: Provide the name of your financial institution
• Account Number: Enter your business bank account number
• Routing Number: Provide your bank's routing number
• Account Type: Select whether it's a checking or savings account

Section 6: Declaration

• Read the declaration statement carefully
• Sign and date the form in the designated area
• Print your name and title clearly

Tips for Success

1. Accuracy: Double-check all information for accuracy, especially financial figures and account numbers
2. Completeness: Fill out all required fields to avoid delays in processing
3. Legibility: Use clear handwriting if printing and filling out manually
4. Supporting Documents: Be prepared to provide supporting documents such as:
   • Copy of the invoice
   • Business registration documents
   • Bank statements
   • Financial statements

Printing the Form

Click the "Print Form" button at the bottom of the page to generate a printer-friendly version of your completed form. Ensure your printer has enough paper and ink before printing.

Submission Process

After completing and printing the form:

1. Review all information for accuracy
2. Sign and date the form
3. Submit according to your lender's instructions (mail, email, or upload)
4. Keep a copy for your records

Troubleshooting

• If fields aren't accepting input, ensure you're using a compatible web browser
• For date fields, use the calendar picker or enter dates in YYYY-MM-DD format
• If the print preview doesn't look correct, check your browser's print settings

Need Help?

If you have questions about specific form fields or the application process, contact your financing provider directly for assistance.

By carefully completing this form with accurate information, you increase your chances of a quick approval process for your invoice financing needs.