Pay your first bill in minutes with Melio’s intuitive workflow

How to bring bills into Melio

• Choose your import method: Select from multiple options including manual uploads or direct accounting software integration
• Connect with accounting software: Sync with your existing platform to ensure payments and bookkeeping stay perfectly aligned
• Create bills manually: Quickly enter bill information when needed for immediate payment processing

How to set up vendor information

• Enter vendor details: Type in your vendor’s business name in the payment form
• Add new vendors easily: Create vendor profiles on the fly during the payment process with a simple, straightforward form
• Build your vendor database: Gradually create a comprehensive vendor list as you make payments

How to customize your payment schedule

• Select payment frequency: Choose between one-time payments or recurring schedules like weekly, monthly, or yearly
• Set specific timing: Pick exact delivery dates that work for your cash flow needs
• Define payment duration: Specify how long recurring payments should continue, either until cancellation or for a set number of transactions

How to choose payment methods

• Select your funding source: Pay directly from connected bank accounts or credit cards
• Pick delivery options: Choose how your vendor receives payment—via ACH, wire transfer, paper check, or single-use virtual card
• Understand associated fees: View clearly displayed cost information for each payment method
• Let vendors decide: Give vendors the option to select their preferred payment method

How to complete and track your payment

• Review payment details: Double-check all information before final submission
• Complete verification if needed: Easily provide any additional business verification that might be required
• Access payment records: Find confirmation details, printable receipts, and complete payment history in your dashboard