Broker guide
How to transact on the Equipment Line
A step by step broker guide to paying for equipment and fitout purchases
It’s easy to get started on your Equipment Line. Both you and your customer and can initiate a transaction.
Either upload an invoice on Shift Connect on your customer's behalf for them to approve, or simply allow them to transact directly through Shift Online.
Either upload an invoice on Shift Connect on your customer's behalf for them to approve, or simply allow them to transact directly through Shift Online.
1. Search your customer’s business name, then select 'Facilities'.
2. Click ‘View’ on their Equipment Line.
3. Click ‘New Purchase’ and enter supplier and invoice details, then upload your invoice.
4. Click 'Next' and ‘Send SMS to approver’ for your customer to approve the purchase agreement.
5. To pay another supplier or a new equipment invoice, repeat steps 1-4. You can complete subsequent transactions up to your established limit.
Once your customer approves the invoice on Shift Online, we'll pay the invoice.
Log into Shift Connect
To transact on Shift's Equipment Line, you can upload an invoice on your customer's behalf for them to approve here.
Need assistance?
Contact your BDM or call our Broker Support team on
1300 972 654