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Haslam Consult

01Solutions

Funding that follows your invoices.

Invoice finance is the umbrella. Factoring and discounting are the two common ways to structure it. Which fits depends on how you run your ledger, and how you want customers to experience it.

  1. Invoice finance

    Funding drawn against the value of unpaid customer invoices.

    About invoice finance

    At a glance

    • Funding tracks the sales ledger: as invoicing grows, the available facility may grow with it.
    • Facilities are typically structured as either factoring or discounting.
    • Providers set their own criteria for which invoices and customers are eligible.
  2. Invoice factoring

    Finance against eligible invoices, with the provider supporting credit control.

    About invoice factoring

    At a glance

    • Provider may manage or support the sales ledger and credit control.
    • Customers are commonly notified and pay the provider directly.
    • Often considered by businesses without a dedicated credit control function.
  3. Invoice discounting

    Finance against eligible invoices, while the business keeps running its own credit control.

    About invoice discounting

    At a glance

    • Business usually retains credit control and the customer relationship.
    • May be confidential, subject to the provider and the facility structure.
    • Often considered by established businesses with a reliable ledger process.

02Which structure

Two questions narrow it quickly.

Not a recommendation. A way of seeing where the answers tend to point before we talk properly.

Do you want to keep running your own credit control?
Would it matter if customers knew a facility was in place?
Invoice factoringInvoice discounting

Answer both questions

The marker moves as you answer. Nothing here is a recommendation; it is a starting point for a conversation.

Discuss your options

03In common

Whatever the structure, three things hold.

  1. 01

    Funding follows the ledger

    As invoicing grows, the available facility may grow with it. That is the structural difference from a fixed loan.

  2. 02

    Eligibility is set by the provider

    Which invoices and customers qualify, and at what advance rate, is a provider decision made on the ledger in front of it.

  3. 03

    The balance follows payment

    When the customer pays, the remainder of the invoice value, less fees, is released. The facility then rolls forward.

Descriptions reflect how facilities commonly operate. Advance rates, fees, eligibility and confidentiality vary between providers and facilities and are not guaranteed.

04Next

Start with a conversation.

No application form, no obligation. Tell us about the business and the requirement, and we will tell you honestly whether invoice finance is worth exploring.

What happens when you get in touch

  1. 01A short conversation about the business, its customers and how it invoices.
  2. 02We work out whether invoice finance is a realistic fit, and which structure.
  3. 03If it is, we outline the options and the providers worth approaching. If it is not, we say so.