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 from Your Mazlo Account

Step 2: Select the Source Account from which the Money will be Withdrawn

Step 3: Select the Payment Method: ACH Transfer or Mail a Physical Check

Step 4: Select a Recipient by Typing their Name or Add a New Recipient

Step 4: Select if this Payment is a Good, Service, or a Reimbursement (Other)

Step 5: Enter the Amount You Intend to Send via ACH

You may be prompted to upload a W9. Click to upload a file.

With the W9 uploaded, click 'Submit.'

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: Enter Additional Information to the ACH Transfer

Add a memo to send to the recipient with the payment, save an internal note for your team, and select an expense code for this transaction. With the all the details complete, click 'Next.'