Make a Payment Request to Your Fiscal Sponsor

Send a payment to a recipient by creating a payment request for your fiscal sponsor to review and approve.

Introduction

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, paper check, or wire transfer. With a payment request submitted, 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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Make a Payment Request to your Fiscal Sponsor

Step 1: From the 'Requests' Page, Click 'New Payment Request'

To start, click 'New Payment Request.'

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Step 2: Select the Source Account for this Payment

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Step 3: Select the Payment Method

Select 'ACH Transfer' to send an electronic money transfer to a recipient with banking details, Mail Physical Check, or Wire Transfer.

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Step 4: Select the Recipient Profile or Click 'New Recipient'

Click on the recipient to select them as the payee.

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Step 5: Create a Line Item for the Payment

Click 'Create Line Items' to enter the details of the payment.

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Step 6: Enter the Amount and Other 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.

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Step 7: Add the Details of this Payment and Save the Expense Code

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.

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Step 8: Review and Submit the Payment Request

Verify the details of the payment and submit the request for review.

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Step 9. Success! The Payment Request has been Sent for Review

You can now review the payment request and make any necessary changes before it's approved.

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Contact Our Team

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