UK Invoice Finance Lifetime Cost Calculator

Project the total cost of an invoice finance facility over 12 to 36 months. Includes service charge, discount charge, minimum monthly fees and exit cost.

Last updated: 10 May 2026.

UK invoice finance total cost has four components: service charge (0.5-3% of invoice value), discount charge (1.5-3% above BoE base on advance), minimum monthly fee (£200-£500), and exit fee (1-3 months average fee on early termination). More detail + scope

Summary

This calculator projects total UK invoice finance cost over a chosen term (12 to 36 months) by combining service charge, discount charge, minimum monthly fee and optional exit fee. Inputs: monthly invoice volume, average advance rate, customer payment days, fee structure, term length. Outputs: monthly cost, total cost over term, effective annualised rate, comparison vs overdraft alternative.

This page covers

UK invoice finance lifetime cost projection: service charge, discount charge, minimum fees, exit cost, effective APR

Not covered here

Individual lender quote comparison (use /providers/), industry-specific pricing (use /best/), single-invoice spot factoring cost (use /tools/cost-of-not-using-finance/)

Calculator

Worked example: £50,000/month invoice volume over 24 months (default calculator scenario)
ItemValue
Monthly invoice volume£50,000
Advance rate85%
Average customer payment days45
Average outstanding advance£63,750
Monthly service charge (1.5%)£750
Monthly discount charge (6% APR on outstanding advance)£319
Minimum monthly fee top-up (£350 minimum, already exceeded)£0
Monthly cost£1,069
Total cost over 24 months (no exit fee)£25,650
Effective annualised rate on funded amount20.1%

Source: Market Invoice lifetime cost calculator

Illustrative default scenario assuming consistent monthly volume and payment patterns. Adjust the calculator inputs above for your own facility quote.

View as plain-text Markdown
### Worked example: £50,000/month invoice volume over 24 months (default calculator scenario)

| Item | Value |
| --- | --- |
| Monthly invoice volume | £50,000 |
| Advance rate | 85% |
| Average customer payment days | 45 |
| Average outstanding advance | £63,750 |
| Monthly service charge (1.5%) | £750 |
| Monthly discount charge (6% APR on outstanding advance) | £319 |
| Minimum monthly fee top-up (£350 minimum, already exceeded) | £0 |
| Monthly cost | £1,069 |
| Total cost over 24 months (no exit fee) | £25,650 |
| Effective annualised rate on funded amount | 20.1% |

Source: Market Invoice lifetime cost calculator

Illustrative default scenario assuming consistent monthly volume and payment patterns. Adjust the calculator inputs above for your own facility quote.
Where the effective rate can mislead
“The 20.1% effective annualised rate in the worked example looks alarming next to an 8% loan APR, but the two are not measuring the same thing. The rate here is charged on the average outstanding advance and includes the service charge, which also pays for credit control, ledger management and debtor credit checks. A loan APR buys none of that, and a loan does not scale with your sales. Compare total pounds per year against the full cost of the alternative, including the overheads invoice finance absorbs.”
OM

Oliver Mackman

Director, Best Business Loans Ltd, Market Invoice

Reviewed 11 June 2026

How the calculation works

Monthly service charge = monthly invoice volume × service charge percentage. Monthly discount charge = average outstanding advance × discount APR ÷ 12. Average outstanding advance = monthly volume × advance rate × (payment days / 30). Monthly minimum fee top-up = max(0, minimum fee minus monthly service charge). Exit fee = months of average monthly cost charged on early termination.

Total lifetime cost = (monthly cost × term months) plus exit fee. Effective annualised rate = (total lifetime cost ÷ average outstanding advance) ÷ (term in years).

Comparing against alternatives

Use this lifetime total against the cost of: (1) overdraft (typically 6-12% APR plus arrangement and annual review fees), (2) term loan (typically 5-10% APR over fixed term), (3) equity dilution (permanent percentage of future enterprise value, effectively infinite cost). For growing UK businesses with strong B2B receivables, invoice finance usually costs less than equity dilution and scales better than overdrafts.

When to recalculate

Re-run this calculator at facility renewal (typically annually), when customer payment patterns change materially (covered period DSO shifts more than 7 days), or when your invoice volume grows or contracts more than 25 percent. Use the result to negotiate at renewal: if your business has improved (faster pay, lower disputes, more predictable volume), the lender should price you better.

AP

Adam Parker

Founder & Managing Director, Muswell Rose, founder and PSC of Best Business Loans Ltd

Adam is the founder and managing director of Muswell Rose and a founder of Best Business Loans Ltd, the company behind Market Invoice. He spent over three years as managing director of Penny, a UK invoice finance business, and his career runs through insurance, mortgages, commercial finance and fintech lending. He writes the Market Invoice library.

Last reviewed: 16 July 2026

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Lifetime Cost Calculator FAQ

What's included in the invoice finance lifetime cost?

Four cost components: service charge (% of invoice value, typically 0.5-3%), discount charge (interest on advance, typically 1.5-3% above BoE base = 5.25-6.75% APR currently), minimum monthly service charge (typical £200-£500/month even if you don't draw), and exit fees if you terminate before contract end (typically 1-3 months of average fee).

How is the discount charge calculated?

Daily on outstanding advance. Formula: (advance amount × annual rate) ÷ 365 × days outstanding. The longer your customer takes to pay, the more discount charge accumulates. Faster-paying customers cost dramatically less.

Do all providers charge minimum monthly service charges?

Most whole-book providers do (£200-£500/month standard). Selective spot factoring providers (Hydr, Triver, Kriya) typically don't because there's no facility commitment. Confirm minimum fees in your facility documentation.

Cost comparison: invoice finance vs overdraft?

Overdrafts: 6-12% APR plus arrangement fees plus annual review fees, capped at the agreed limit. Invoice finance: 6-15% effective annualised cost on funded receivables, scales with sales growth. For growing UK businesses, invoice finance scales better; for stable cashflow gaps, overdraft is often cheaper. Use the calculator above to model both.

Effective APR for invoice finance UK?

Typically 8-15% effective annualised cost depending on customer payment speed, advance rate, fee structure and discount charge. Faster-paying customers and lower advance rates reduce effective APR. Use the calculator to model your specific business.

When does invoice finance lifetime cost exceed equity dilution cost?

Almost never for ongoing growth funding. Equity dilution is a permanent percentage of all future enterprise value (effectively infinite-multiple cost on invested capital). Invoice finance is fixed periodic cost. For a £100k working capital need over 3 years, invoice finance cost typically £15-30k vs equity giving up 2-5% of company forever (worth £50k+ on a £1m+ valuation, more on growing valuations).