Set your business up for payment excellence in minutes
Watch this comprehensive video to configure your Melio account perfectly the first time and unlock all the features your business needs.
What you’ll learn in this video
How to complete essential business information
- Enter your legal details: Navigate to Company Settings to provide your business type and identification information for faster payment processing
- Select your industry classification: Ensure your account is properly categorized to keep your payments compliant and secure.
- Configure company settings: Start with your business name and address, then add all required legal information to prevent payment delays
How to customize user access and notifications
- Add team members strategically: Invite colleagues through Users & Roles, upgrading to premium plans for enhanced collaboration features
- Set up custom notifications: Tailor email alerts to ensure you receive updates only for the activities that matter most to your business
- Create approval workflows: Establish payment thresholds and role-based approvals to maintain financial control (available with paid plans)
How to connect and integrate your financial systems
- Sync with accounting software: Connect directly to QuickBooks Online, QuickBooks Desktop, or Xero to automate data transfer
- Import existing information: Bring in data from Amazon Business or Gmail to streamline your payment operations
- Set up tax reporting: Configure your 1099 forms management for smoother tax season preparation
How to manage payments and vendors
- Build your vendor database: Add vendors individually or through CSV upload with complete contact information
- Configure payment preferences: Specify how each vendor receives payments and manage international payment options
- Streamline bill processing: Enter payment details manually or use automatic data capture from uploaded invoices
- Maintain payment flexibility: Schedule one-time or recurring payments and select from multiple payment methods
How to optimize your subscription and support
- Control your plan details: Easily upgrade, downgrade, or manage billing preferences under the Plans section
- Access financing options: Enhance cash flow with Melio’s built-in financing application
- Get assistance when needed: Utilize the chat feature for quick support from Melio’s customer service team
This content is for informational purposes only and should not be considered financial, legal, tax, or accounting advice. Melio does not provide professional advisory services. Always consult a qualified professional before making financial or business decisions.
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