How to Submit an Invoice for Funding in Fundtap

Published: November 4, 2025

Submitting an invoice for funding with Fundtap is simple and fast — especially if you’re already using accounting software like Xero or MYOB. This guide walks you through both the automated and manual submission options, step by step.

Table of Contents

• Before You Start

• How to Submit Invoices Through Linked Accounting Software

• How to Submit Invoices Manually

• When Will I Get Paid?

• What Happens If More Info Is Needed?

Before You Start

Fundtap connects directly with the four major accounting platforms:

• Xero

• MYOB

• QuickBooks

• Reckon

If you're using one of these, your future-dated, unpaid invoices will automatically sync with Fundtap, ready for funding review.

How to Submit Invoices Through Linked Accounting Software

1. Log in to your Fundtap account

   • You’ll see a list of your current outstanding invoices.

2. Select the invoices you want to fund

   • Choose from the list synced from your accounting platform.

3. Review the funding quote

   • Fundtap calculates the fee based on the invoice value and due date.

   • You’ll see the cost upfront before you proceed.

4. Accept the quote and submit

   • Your selected invoices are sent to the Fundtap team for processing.

If your submission is completed before 3:30 PM NZT, funds are generally transferred the same day.

How to Submit Invoices Manually

If your business doesn’t use one of the supported accounting tools, or if you're submitting alternative invoice types (like commission statements or custom formats), you can upload invoices manually.

Here’s how:

1. Log in to Fundtap and choose manual upload

2. Upload a PDF of the invoice

3. Enter key details

   • Business name

   • Invoice amount

   • Issue date

   • Due date

Once submitted, your invoice will appear alongside others and can be selected for funding like any synced invoice.

When Will I Get Paid?

• Same-day funding is usually available if your invoice is submitted before 3:30 PM NZT on a business day.

• Payments are made via bank transfer once the funding is confirmed.

What Happens If More Info Is Needed?

In some cases, the Fundtap team may follow up if:

• There are major changes in your business financials

• An invoice falls outside our standard funding terms

• Invoice details don’t match expectations

These checks are part of our responsibility to keep funding fast, fair, and secure.