Create a Payment Request

Whether you need to pay for a good, service, or reimbursement, you can easily send a payment request to pay a recipient via ACH, paper check, or wire transfer.

Payment Requests

When you submit a payment request, your fiscal sponsor will receive a notification to review and approve the request. Once approved, your payment will be processed accordingly.

ACH transfers will process in 2-3 business days*

Wire transfers will process in 1 business day* (there is a $25 fee)

Physical checks will arrive in the mail in approximately 7 business days*

*once it's approved by your Fiscal Sponsor

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Step 1: Create a New Payment Request

To start, open 'Requests' on the left-side menu and click 'Create Payment Request.'

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Step 2: Enter the Details of the Payment Request

First, Select the Source Account

Select the account that will make this payment- your primary checking or a sub-project account.

Next, Select the Payment Method

Select 'ACH Transfer' to send an electronic money transfer to a recipient with banking details, a wire transfer ($25 bank fee), or mail a physical check ($2 bank fee).

Select the Recipient's Contact Profile or Click 'New Contact'

Enter the Details of the Payment Request

To create your payment request, enter the amount of the payment, select the accounting code, and upload a receipt (note: this may be required by your fiscal sponsor before it's approved).

Upload the Recipient's W9

You may also upload the W9 for a contact before submiting the payment request (note: if you've already uploaded the cnotact's W9, it will be included here).

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Step 3: Confirm the Payment Details and Click 'Submit Request'

Success! The Payment Request has been Sent for Review

Your fiscal sponsor will receive a notification to review this payment request. Once it's approved, it will be sent to the recipient from your account.

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Contact Our Team

Please contact our team if you have any questions: [e-mail].