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Invoices & Billing

When your clients are funded, you’ll receive an invoice for the success fee based on your agreement rate. Here’s everything you need to know about how billing works.

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How Invoices Work

  1. Your client gets funded
  2. An invoice is generated: Funded Amount x Agreement Rate = Invoice Total
  3. The invoice is emailed to you from Funding Machine
  4. You have 30 days to pay
You’re only invoiced when a client is successfully funded. Declined, closed, or in-progress clients have zero cost to you.

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Invoice Details

Each invoice includes:
  • Invoice Number — Unique reference for your records
  • Client Name — Who was funded
  • Opportunity — The specific deal details
  • Funded Amount — Total amount funded for the client
  • Agreement Rate — Your contracted percentage
  • Invoice Total — Amount due (funded amount x rate)
  • Due Date — 30 days from the issue date

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How to Pay

We accept multiple payment methods:
MethodDetails
CheckMail to the address on your invoice
Wire TransferContact your account manager for wire instructions
ZelleContact your account manager for Zelle details
ACHContact your account manager for ACH routing info
Credit CardPay online through the invoice link in your email
Set up ACH for the fastest, most convenient payment experience. Once configured, you can pay invoices in seconds without leaving your desk.

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Invoice Statuses

StatusMeaningYour Action
SentInvoice emailed, payment pendingReview and pay before the due date
ViewedYou opened the invoice emailPay before the due date
PartialSome payment received, balance remainingPay the remaining balance
PaidFully paidNo action needed
OverduePast the 30-day due datePay immediately or contact your account manager
Invoices past 60 days overdue may result in account holds, which pauses processing of new clients. If you’re having trouble paying on time, reach out proactively to set up a payment plan — we’d rather work with you than pause your account.

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Disputing an Invoice

If you believe an invoice amount is incorrect:
  1. Check the calculation — Review the funded amount and your agreement rate on the invoice. The total should be funded amount x rate.
  2. Review the client — Open the client’s detail page to verify the funded amount matches what the lender actually disbursed.
  3. Contact your account manager — Reply to the invoice email or reach out directly. Include the invoice number and a description of the discrepancy.
  4. Resolution — Your account manager will review and issue a corrected invoice or credit memo within 5 business days.
While a dispute is being reviewed, the invoice is not considered overdue. Your account will not be placed on hold during an active dispute review.

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Frequently Asked Questions

Yes. Partial payments are accepted and will be reflected in the invoice status. The remaining balance will still be due by the original due date unless you’ve arranged a payment plan.
The invoice moves to “Overdue” status. You’ll receive reminder emails. After 60 days, your account may be placed on hold. Contact your account manager as soon as possible to avoid interruptions.
Contact your account manager to discuss automatic ACH payments. This is the most reliable way to ensure invoices are paid on time without manual effort.
Payment processing can take 1-3 business days depending on the method. Wire and ACH are fastest. If the status hasn’t updated after 3 business days, contact your account manager with your payment confirmation.
Yes. Once a payment is recorded, the invoice status updates to “Paid” and serves as your receipt. You can also request a separate payment receipt from your account manager.

Clients

View your funded clients that generated these invoices

Partner Program

Understand your agreement rate and how earnings work

Settings

Manage your account and notification preferences

Your Dashboard

Track your total funded amounts and metrics