Make a Payment Request to Send an ACH
Send an ACH payment to a recipient by creating a payment request for your fiscal sponsor to review and approve.
Last updated
Send an ACH payment to a recipient by creating a payment request for your fiscal sponsor to review and approve.
Last updated
Mazlo makes it easy to make payments with your fiscal sponsor's approval. Whether you need to pay for a good, service, or reimbursement, you can easily send a payment request to pay a recipient via ACH or paper check. With a payment request submitted, your fiscal sponsor will receive a notification to review and approve the request. Once approved, ACH transfers will process in 2-3 business days.
To start, click 'New Payment Request.'
Select the source account for this ACH payment.
Select 'ACH' to send an electronic money transfer to a recipient with banking details.
Click on the recipient to select them as the payee.
Click 'Create Line Items' to enter the details of the payment.
Enter the amount that will be sent to the recipient.
Select whether this payment is for a good, a service, or a reimbursement (other).
Select the accounting code.
Select the grant profile this payment is attached to, if applicable.
Enter an invoice number.
Add an internal note for your team and fiscal sponsor.
Click 'Choose Files' to upload any documents for your Fiscal Sponsor's review.
With the payment details complete, click 'Save.'
Click 'Next' to continue.
Add a memo to send to the recipient with the payment.
Add a description of this payment as a note to your fiscal sponsor and click next.
Verify the details of the payment and submit the request for review.
You can now review the payment request and make any necessary changes before it's approved.
Please contact our team if you have any questions: support@mazlo.com.
