Getting Started With Client Financing

How can my clients access financing? Will this cost anything for me?

Invoice2go has partnered with

  • Best Egg to offer fixed rate, 3 and 5 year personal loans for your customers.
  • Kabbage to offer a line of credit of up to $250,000 for your business customers.

Referring clients to financing incurs no cost to you or your business and is available across all Invoice2go plans. 

Clients will be offered financing offers when they view your estimate (see below). If they choose not to accept financing for the estimate, they can still pay through other means (e.g. debit card, credit card, PayPal, etc.).

Please note: Financing only applies to estimates of $2000 or greater, and without deposit requests.

Expand to see financing options


Clients can quickly click to check if they qualify and view the loan rates and terms. If they quality for a loan, our financing partner will disburse funds to your customers by depositing the loan directly into their bank account. Your clients can then choose to pay you via check, direct deposit, card, etc. Invoice2go is not involved in this transaction, and it is solely between Best Egg or Kabbage and your client. 

Interested? You are auto-enrolled in this beta program. You can un-enroll here.

How do I get paid when my client takes financing?

Financing represents one of the many options your customers can utilize to pay invoices. When a client takes a loan through Best Egg or Kabbage, they will receive the money in their bank account and can use those funds to pay via check, debit card, ACH, etc. Invoice2go is not involved in this transaction, so your client has the power to pay through whichever means are accepted by your business.

How long does it take for the cash to be available to my client?

Our financing partners disburse funds directly into your customer’s bank account. For more information related to when your customers can expect the money to deposit into their account, reference the following help article.

What are the interest rates and terms?

Our financing partners offer products for a range of customer needs. Terms and interest will vary depending on the loan period. To learn more about your client’s options, reference the following help article.

Can my commercial clients accept loans through this product?

Yes, Invoice2go has partnered with Kabbage to offer financing options to your business clients. Kabbage is a lending program that quickly connects small businesses with capital. Kabbage's technology platform reviews data generated by dozens of business operations to automatically understand business performance and deliver fast, flexible funding online. You can learn more about Kabbage in the following help article

Where is the financing pilot available?

This financing pilot is only available in the United States. Please note, loans will not be issued in:

  • West Virginia (BestEgg not available) 
  • Iowa (BestEgg not available)
  • Vermont (BestEgg and Kabbage not available)

For more information: 

When will my client see financing offers?

Financing is only available on estimates worth more than $2,000.00.  For more information related to financing offers, please reference Best Egg's help site or Kabbage FAQ page.

I don't want to be a part of this pilot. How can I opt out? 

If you do not wish to participate in the pilot, you can unenroll through the initial email you received via the ‘Unsubscribe’ link. If you’re having trouble locating the email, click here to unenroll.

What data of mine do you share with the loan provider?

Your privacy is important to us. When your client visits our financing partner we inform the partner of the invoice or estimate total so they can prefill the loan amount. Invoice2go does not provide the partner a means to identify you or your business.

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