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Mastering Melio

Keep your cash flow on track with powerful payment management tools

Maintain complete control over every payment with instant void, refund, and resend capabilities that keep your business moving smoothly.

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What you’ll learn in this video

How to handle undeposited checks and refunds

  • Spot payment issues quickly: Identify yellow alerts indicating checks that haven’t been deposited and access detailed payment information
  • Process instant refunds: Use “Void Check & Refund” to immediately start the refund process with funds returning within five business days
  • Track status in real time: Monitor every status change with complete transparency and zero guesswork about your payment’s progress

How to correct and resend payments

  • Fix delivery details: Choose “Void & Resend” to correct addresses or upgrade delivery speed without starting from scratch
  • Upgrade payment methods: Convert paper checks to same-day ACH by adding vendor bank details for faster cash flow
  • Handle ACH issues: Easily void, refund, or resend bounced ACH payments due to wrong account numbers or closed accounts

How to leverage automated vendor communication

  • Benefit from automatic nudges: Melio will remind vendors to deposit checks, update bank information, or confirm receipt issues
  • Stay informed instantly: Receive immediate email updates the moment vendors take action on their payment notifications
  • Maintain team alignment: Keep everyone on the same page with automated communication that prevents payment delays

How to use chat support for payment management

  • Access chat from your dashboard: Navigate to Settings and select Chat to open an in-product support conversation
  • Provide payment details: Share the payment ID from your payment drawer when the chatbot asks about payment-related issues
  • Execute actions instantly: Choose from “Void,” “Refund,” or “Resend” options and let the bot handle everything without manual steps or delays

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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