Add a New Recipient
Create a recipient profile and upload pertinent documents to easily create a payment request for your Fiscal Sponsor to review and approve.
Last updated
Create a recipient profile and upload pertinent documents to easily create a payment request for your Fiscal Sponsor to review and approve.
Last updated
Whether you need to pay for a good, service, or reimbursement, you can easily create a recipient profile to send them a payment via ACH or paper check with your fiscal sponsor's approval.
Type in the recipient's address and select the address to auto-populate the remaining information.
Confirm the address and click 'Next.'
First, select the recipient's bank account type.
Enter the name of the recipient's bank.
Then enter the recipient's bank account number.
Finally, enter the recipient's routing number and click 'Done.'
From the Payment Details page, you can review or edit the recipient's information.
You can easily track a recipient's payment history in the Transactions tab of their profile.
Here you can upload the recipient's W9, if needed.
And you can upload other documents for the recipient, such as an invoice.
Documents will be saved to the recipient profile, ready for your next payment request.
Please contact our team if you have any questions: support@mazlo.com.
