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Transform invoice processing with Melio’s AI-powered Bills Inbox

Capture, convert, and control your invoices with a simple email forward, cutting out tedious data entry while maintaining complete payment oversight.

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What you’ll learn in this video

How to access and set up your Bills Inbox

  • Locate your central hub: Sign into your Melio dashboard and navigate to the Bills tab where all forwarded invoices will appear
  • Find your unique inbox address: Hover over “Forward bills via email” to reveal your dedicated Melio email address for invoice forwarding
  • Start the automation process: Copy your unique address to begin forwarding invoices directly to your Melio account for automatic processing

How to process invoices through Bills Inbox

  • Forward with confidence: Send any invoice you receive to your dedicated Melio email address to initiate the automatic extraction process
  • Review extracted data: Confirm that Melio has correctly captured key details like vendor name, invoice number, due date, and amount
  • Maintain complete control: Schedule payments immediately or save bills for later processing while you gather necessary approvals

How to maximize efficiency with Bills Inbox

  • Eliminate manual data entry: Let Melio automatically extract and populate invoice details to save time and reduce potential errors
  • Keep your records synchronized: Benefit from automatic syncing between scheduled bills and your connected accounting software
  • Improve your workflow: Follow a simple process to transform invoice management for your business

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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