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    CloseNet FAQs

    CloseNet is an essential system for customers like you. It’s important to have software that allows you to make the most of your funding.

    You can find useful information about CloseNet on this page, including how to guides and frequently asked questions.

    The benefits for your business

    Access 24 hours, 7 days a week

    Tailor-make your own dashboards

    See real-time balances

    Search functionality and reporting

    Close Brothers is here to guide you through the CloseNet system


    If you have any questions, or require further support, please contact your client manager or client executive.

    Frequently asked questions

    What should I do if I need further help?

    If you have any questions or require further support, please contact your client manager or client executive.

    What has changed on my availability screen? And what is the current account and deductions figures on my availability page?

    To understand the calculation for available funds and the terminology used, see How to view availability. For example, an amount under Borrowing Base, is the amount that you can borrow, such as your funding approved balance multiplied by your prepayment percentage.

    How do I upload my invoices and credit notes?

    The new CloseNet allows you to bulk upload your invoices using a CSV file. If you have previously uploaded your invoices manually and would like to do it by CSV file please speak to your client manager or client executive. See How to upload invoices manually and How to upload invoices via CSV for further information.

    How can I access historic statements and cash reports not held on the new CloseNet system?

    You will be able to access this information from our Legacy CloseNet which will be available for a period of time. Speak to your client manager for further information about this.

    How can I request a CHAPS or BACS payment?

    Requesting a payment is simple, you are in control of how much you wish to take and the method of payment. The system will default to the maximum amount available and CHAPS. You can change this simply by using the drop down box. See How to request a payment

    Can I access the new CloseNet on my mobile phone or tablet?

    For the best experience, we recommend accessing the new CloseNet on a desktop. Please note, some devices are not compatible with the current version of the system and users may have limited access to some or all features when using a mobile phone or tablet.

    Can we have multiple users for the same facility?

    Yes, our system gives you control to set passwords and permissions and restrict access to specific screens/information if required. See How to set up a staff passcode

    What should I do if I forget my password?

    If you forget your password, please contact your client manager or client executive.

    • What should I do if I need further help?

      If you have any questions or require further support, please contact your client manager or client executive.

    • What has changed on my availability screen? And what is the current account and deductions figures on my availability page?

      To understand the calculation for available funds and the terminology used, see How to view availability. For example, an amount under Borrowing Base, is the amount that you can borrow, such as your funding approved balance multiplied by your prepayment percentage.

    • How do I upload my invoices and credit notes?

      The new CloseNet allows you to bulk upload your invoices using a CSV file. If you have previously uploaded your invoices manually and would like to do it by CSV file please speak to your client manager or client executive. See How to upload invoices manually and How to upload invoices via CSV for further information.

    • How can I access historic statements and cash reports not held on the new CloseNet system?

      You will be able to access this information from our Legacy CloseNet which will be available for a period of time. Speak to your client manager for further information about this.

    • How can I request a CHAPS or BACS payment?

      Requesting a payment is simple, you are in control of how much you wish to take and the method of payment. The system will default to the maximum amount available and CHAPS. You can change this simply by using the drop down box. See How to request a payment

    • Can I access the new CloseNet on my mobile phone or tablet?

      For the best experience, we recommend accessing the new CloseNet on a desktop. Please note, some devices are not compatible with the current version of the system and users may have limited access to some or all features when using a mobile phone or tablet.

    • Can we have multiple users for the same facility?

      Yes, our system gives you control to set passwords and permissions and restrict access to specific screens/information if required. See How to set up a staff passcode

    • What should I do if I forget my password?

      If you forget your password, please contact your client manager or client executive.

    How to guides


    We've created a series of quick guides to help you navigate the new system.

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    CloseNet FAQs | Close Brothers Invoice Finance