Invoice Finance Application Readiness Checklist

Complete documentation helps your facility go live faster: gaps such as missing management accounts, an unreconciled debtor list or a failed director ID check can hold an application up. Tick these off before you apply, or before your first call with a provider, and print this page to work through it offline.

Company documents

Financial documents

Invoicing evidence

Identity and verification

For what each item is and why providers ask for it, see our full documents needed guide, or the 5-step application process this checklist supports.

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How we make money: Market Invoice is an independent comparison service, not a lender. We may be paid by the finance partners we introduce you to. This could be a fee or commission, depending on the partner and the finance arranged. It does not change what you pay. How we are funded.