MERCHANT DASH LLC · PRACTICAL PREPARATION
Separate delivery evidence from acceptance evidence

Explain precisely what a delivery or service record demonstrates. Keep receipt, completion, review and acceptance distinct when preparing information about an invoice.

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

1. List the relevant delivery, service and response records.
Notes: __________________________

2. Name the event and scope supported by each record.
Notes: __________________________

3. State what is not yet established by the file.
Notes: __________________________

4. Keep any partial response or open condition visible.
Notes: __________________________

5. Assign one focused clarification to the appropriate role.
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/separate-delivery-evidence-from-acceptance-evidence