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
Please contact our team if you have any questions: support@mazlo.com.
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