About Invoice Requirements

The invoice should not contain any loan details (for example, the loan amount or interest rate). Please see the vertical specific requirements below.

Home Improvement

A Home Improvement invoice must contain the following information:

  • Customer Name
  • Customer Address
  • Company Name
  • Customer Signature (if signature box is present)
  • Business GST/HST
  • Description of work being completed
  • Principal/Requested Amount

We will not accept any documents that say "Quote" or "Estimate"

Any handwritten corrections, additions or omissions need to be initialed by the Borrower(s).

 

Auto/Vehicle

A Vehicle invoice or bill of sale must be provincially approved, and include the following information:

  • Customer Name
  • Customer Address
  • Company Name
  • Customer Signature (if signature box is present)
  • Sales Person's Signature
  • Business GST/HST
  • Vehicle information: vehicle year, make and model (please ensure that the vehicle information on the Invoice matches the vehicle information entered into our system)
  • Vehicle Trades
  • Principal/Requested Amount
  • Insurance/Warranties
  • Total KMs travelled (only for Auto loans)
 
Any handwritten corrections, additions or omissions need to be initialed by the Borrower(s).

Please email us at service@financeit.io if you have any questions about invoice requirements. 

 

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