Capital & Financing
Invoice Factoring
Learn invoice factoring: selling unpaid invoices for cash now (an advance, then the rest minus a fee) to bridge a slow-payment cash gap, and why the small-looking fee is a large annual cost.
- Intermediate
- 13 min total
- 13 chapters
What decision this helps you make: Whether to factor invoices for immediate cash, and whether the speed is worth the (deceptively large) effective cost.
- Related calculator: Debt Service Calculator
What this topic is
Invoice factoring sells unpaid invoices to a factor for immediate cash: an advance (commonly 80–90%) now, then the rest minus a fee when the customer pays. It bridges the gap when customers pay slowly (30–90 days) but your bills are due now.
Why it matters
It buys speed at a real cost: cash now instead of in 60 days. The fee looks small as a percentage but, over a short period, is a large annualized rate. Over-reliance often signals a deeper working-capital problem.
Who should learn it
Businesses with creditworthy but slow-paying customers and an urgent need for cash.
What you will understand
- Understand factoring: selling invoices for cash now
- See the problem it solves: slow-paying customers vs. bills due now
- Understand why a small fee over a short period is a large annual cost
- Know recourse vs. non-recourse, and when over-reliance is a symptom
Prerequisites
Common misconception
"Factoring only costs a few percent, so it's cheap money." A 3% fee sounds small, but it's charged over a short period (say 45 days), so the effective annualized rate is large (often 20%+). Factoring is expensive money used to buy speed: cash now instead of in 60 days. It can be worth it when the timing gap is genuinely painful, but always convert the fee to a true annual rate before deciding, and watch that over-reliance isn't masking a working-capital problem.