In order to finalize a Pay Later transaction with a client, Tranch requires documentation in the form of a signed and counter-signed finance agreement. Until this document is completed, there is no formal agreement in place. A reminder, there is no recourse to your firm for missed payments.

What’s In the Finance Agreement?

Information contained within the finance agreement includes, but is not limited to:

• Total Advance Amount
• Fee Structure
• Repayment Schedule
• Direct Debit Details
• Additional Details and Partner Authorizations
• Signatures - Tranch and Client

Example Finance Agreement

Tranch - [INSERT CO. NAME] - Finance Agreement - DD MMM YYYY - Supplier Short Name INV-REF_SOA_Multiple Invoices .pdf

Note that the finance report above is an example and is subject to change, along with any details or information included.

Have questions regarding client finance agreements or the information contained within? Reach out to your dedicated Tranch Account Manager or send our support team an email at [email protected] or your dedicated VIP Partner inbox.