Start with the business need, then choose the request

Describe the activity in plain language

Write down what would change in the business if the project goes ahead. Be specific enough that another person can identify the machine, project, supplier expense or business invoices involved. If one request would cover several activities, list them separately instead of giving every item the same description.

Keep the explanation factual. Mark an estimate as an estimate, and distinguish a confirmed order from a possible future order. You can prepare a useful description even when some details are still unknown; the important step is making the gaps visible.

Use the equipment route for a specific purchase

An equipment purchase file starts with the item and the intended business use. Record the seller, model, condition and information available in the quote or listing. Note whether delivery, installation, site work or another dependency still needs to be checked. This helps keep the purchase itself separate from the business’s other operating needs.

MachineFunded is the equipment request route. A restaurant oven, a hotel laundry machine or an auto-shop lift can still be an equipment purchase even though the business belongs to a particular industry. Do not change the stated purpose simply to use a different form.

Use the invoice route for a business receivables question

If the request concerns outstanding business invoices, identify the customer responsible for the invoice and the goods or work behind it. Keep open, disputed, credited and already settled items distinct in your private records. An invoice list alone may not explain whether the underlying work was accepted.

ShiftFunded focuses on staffing and business invoice requests. The business type, customer and receivable details matter; an industry name by itself does not establish a fit. A funding partner may ask for different or additional records as part of its own review.

Keep operating needs separate from purchases and invoices

The restaurant, hospitality and auto-repair request routes let those businesses describe an operating need. Use the industry context to explain the activity, rather than assuming every expense uses the same product. If your request specifically concerns equipment or invoices, use the corresponding route or make that distinction clear before proceeding.

Brevo Capital provides a funding-type choice for other business needs. Select the type you are actually seeking. A general-purpose description such as “working capital” should explain the use of the funds; it should not silently replace a particular product choice. If the choices do not describe your need, ask for clarification.

Check availability for the route you choose

Location restrictions differ by request service and product. Read the relevant list before starting. A state being available on one route does not make it available on another, and changing a form does not remove a product restriction. Use the business location requested by the form and keep it accurate.

• Restaurant, hospitality and auto-repair operating-request services are unavailable in CT, FL, GA, MO, TX and VA.
• Equipment requests are unavailable in CA, FL, GA, MO, ND and VT.
• Factoring requests are unavailable in FL, GA and MO.
• Other requests are unavailable in FL and GA, with additional restrictions depending on the selected product and partner review.

Choose one next step

If the purpose and route are clear, gather the basic details and start the relevant request. If records are missing, use the preparation checklist first. If the distinction between a purchase, an invoice need and an operating need is still unclear, keep a short description of each and contact support@merchant-dash.com with your general question.

Do not include bank statements, account numbers, personal identifiers or login details in a general support message. You can ask which route is relevant without sending confidential documents. When further information is needed, follow the specific instructions provided for that request.

Common questions