MERCHANT DASH LLC · PRACTICAL PREPARATION
Map billing and operating contacts before a receivables request

Distinguish the people who know the work from those who handle billing records. Prepare a contact-role map without assuming that one person can answer every question.

Use this checklist privately. Do not add account numbers, personal identifiers or confidential documents.

1. List the specific questions requiring clarification.
Notes: __________________________

2. Identify the relevant operational and billing roles.
Notes: __________________________

3. Record the source confirming each role.
Notes: __________________________

4. Verify changes before redirecting sensitive information.
Notes: __________________________

5. Document role limits and review the map with the relationship owner.
Notes: __________________________

This is a preparation checklist, not an application or a funding decision.
Staffing invoice and factoring requests are unavailable in FL, GA and MO.

Guide: https://merchant-dash.com/funding/guides/map-billing-and-operating-contacts-before-a-receivables-request