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.

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Send an ACH Transfer

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

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

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

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Step 4: Select the Payment Category

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

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Step 5: Enter the Amount of the Payment

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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.'

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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.'

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Step 8: Review the Payment Details and Send the Payment

With all details confirmed, click 'Send ACH.'

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Contact Our Team

Please contact our team if you have any questions: [email protected].