Fiscal Sponsor Knowledge Base
  • Welcome to Mazlo!
  • Getting Started
    • The Fiscal Sponsor Dashboard
    • Build Your Chart of Accounts
    • Invite Team Members
    • Fund Your Mazlo Account via ACH
    • Wire Instructions
    • Submit a Help Request to the Mazlo Team
  • Projects
    • Create a New Project and Activate Banking
    • Make an Internal Transfer
  • Contacts
    • Create Contact Profiles for Donors and Recipients
  • Check Deposits
    • Make a Mobile Check Deposit
  • Send Money
    • Send an ACH Transfer
    • Mail a Physical Check
    • Approve and Send Payment Requests for Projects
  • Mazlo Cards
    • Issue a Mazlo Card
    • Add Your Mazlo Card to Your Virtual Wallet
    • Using Your Mazlo Card Abroad: Prohibited Countries List
  • Donation Campaign
    • Activate Mazlo Donation Campaign
    • Create a Custom Donation Campaign
  • Transactions
    • Transaction Details: Credits and Debits
    • Splitting Transactions
    • Use Magic Suggestions to Tag Donors to Stripe and Mazlo Campaign Payouts
    • Export Custom Transaction Reports
  • Declined Transactions & How to Resolve Them
  • Compliance
    • Donor Acknowledgement Letters
    • Create a Grant Profile
    • Require Payment Requests to Include an Attachment or Accounting Code
  • Settings
    • Customize Your Organization's Logos
    • Build Live P&L Statements
    • Bank Statements
    • Enable ACH Pull
  • Integrations
    • Update Stripe with Mazlo Account Details
    • Connect Your Stripe Account with an API Key
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On this page
  • Introduction
  • Send an ACH Transfer
  • Contact Our Team
  1. Send Money

Send an ACH Transfer

Send an ACH transfer from your primary Mazlo account or a project account. You can expect the ACH transfer to settle in the beneficiary account in 2-3 business days.

Introduction

Initiate an ACH transfer from Mazlo to send funds to a beneficiary bank account (outside of Mazlo). First, select the account to withdraw funds from, whether it's the primary account or a project account. Then select the recipient profile with accurate banking details and initiate the payment. ACH transfers typically process in the recipient's account within 2-3 business days.


Send an ACH Transfer

Step 1: Open the ‘Send Money' Page and Select the Source Account


Step 2: Select the Payment Method: 'ACH Transfer' or 'Mail a Physical Check'


Step 3: Select a Recipient or Add a New Recipient Profile


Step 4: Select the Payment Category

Select whether this payment is for a good, service, or a reimbursement (other).


Step 5: Enter the Amount of the Payment


Step 6: (Optional) Upload Any Relevant Documents Related to this Payment

Upload any documents you intend to save to the transaction in Mazlo, such as an invoice or receipt. With the file uploaded, click 'Next.'


Step 7: (Optional) Enter Additional Details

Add a memo to send to the recipient with the payment. Additionally, enter a description of the payment and an internal note for your team. Select an accounting code and a program code, if applicable. With the all the details complete, click 'Next.'


Step 8: Review the Payment Details and Send the Payment

With all details confirmed, click 'Send ACH.'


Contact Our Team

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Last updated 5 months ago

Please contact our team if you have any questions: .

support@mazlo.com