Transform your payment process with these 5 automation techniques
Discover the key automation features that will streamline your payment process, reduce manual work, and help your business run more efficiently.
What you’ll learn in this video
How to connect with your accounting software
- Set up a two-way sync: Link Melio with QuickBooks Online, QuickBooks Desktop, or Xero to eliminate duplicate data entry
- Automate data transfer: Import your existing bills and vendor list automatically and keep everything synchronized across platforms
- Maintain accurate records: Ensure any new bills or payments in Melio immediately appear in your accounting software to keep your books current
How to create recurring payments
- Identify consistent expenses: Set up automatic payments for regular bills like rent, subscriptions, or retainer fees
- Customize your schedule: Choose from monthly, weekly, or custom payment frequencies to match your specific vendor agreements
- Set your parameters: Decide when payments should start, how long they should continue, and include all necessary payment details
How to schedule batch payments
- Process multiple bills at once: Select multiple vendors or bills from your dashboard to pay in a single session
- Edit in bulk: Update delivery methods, payment amounts, and due dates for multiple payments simultaneously
- Customize delivery options: Choose the most efficient payment method for each vendor while processing your entire batch
How to combine multiple payments to a single vendor
- Consolidate related bills: Group multiple invoices for the same vendor into a single payment transaction
- Reduce processing fees: Save money by making one payment instead of several separate transactions
- Simplify vendor reconciliation: Make it easier for your vendors to track and apply your payments correctly
How to use AI-powered Bills Inbox for automatic invoice capture
- Set up your dedicated email: Access and share your unique Melio email address for invoice forwarding
- Streamline invoice processing: Let vendors or team members send bills directly to your Melio account
- Review pre-populated data: Confirm the automatically extracted invoice details and make any necessary adjustments
- Move quickly to payment: Save and close reviewed bills or immediately schedule them for payment from your dashboard
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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