Paying a payment request

  • Updated
Your vendor is a Melio user and they sent you a request to pay them. This article will guide you through.

 

Your vendor is a Melio user and they sent you a message asking you to pay them. It will likely include either a payment request with all the payment details or a payment link which you’ll need to open and add your details. Whether you are a Melio user or not, paying with Melio is very easy and takes just a few minutes.

Follow these guidelines to complete the payment:

  1. Paying a payment request.

  2. Paying a payment link.

Paying a payment request

A payment request comes with all the details of the payment, including amount, invoice number and due date. Your vendor can send it in many ways (email, WhatsApp, SMS etc.).

Here’s what a payment request email looks like:

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To complete the payment click SCHEDULE PAYMENT (this window may appear again as it redirects into Melio, click SCHEDULE PAYMENT again to continue).

  • Melio user, continue reading.

  • Non-Melio user, click here for guidance.

Melio user:

  1. The request will open in your Pay inbox and will be marked as a payment request.

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2. Click Schedule payment.

3. Continue just as you would with any other payment.

Non-Melio user:

  1. Sign up to Melio or continue as a guest.

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2. You’ll get a 4-digit code to confirm your email address.

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3. Provide information about your business.

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4. Select how you’d like to pay & follow the instructions to add your payment method. Melio offers two payment methods: bank account (free) or credit card (2.9% fee).

NOTE:

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5. Select when the payment will be deducted.

NOTE:

  • The payment due date is circled for your convenience.

  • In purple is a suggested deduction date to meet the due date. You can select another if you want.

  • At the bottom of the page is the estimated delivery date based on the deduction date you select.

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6. You can leave a memo to your vendor.

NOTE: The invoice number is set as the default.

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7. Lastly, click Confirm and schedule payment to confirm the payment.

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Paying via a payment link

A payment link is a non-specific request for a payment. It’s blank and you’ll need to fill in the payment details. Your vendor can send this in many ways (email, WhatsApp, SMS etc.). The most common way is adding the link to the top of the invoice.

Here’s what it looks like when you click the link:

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  1. Click Upload an invoice file. Add an invoice to help you and your vendor match and reconcile this payment.

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2. Fill in the amount.

3. Fill in the invoice number.

4. Click Pay to continue.

5. Fill in your email address to pay as a guest, sign up to Melio or sign in if you already have a Melio account.

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Melio user:

Continue just as you would with any other payment.

Non-Melio user:

  1. You’ll get a 4-digit code to confirm your email address.

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2. Select how you’d like to pay & follow the instructions to add your payment method. Melio offers two payment methods: bank account (free) or credit card (2.9% fee).

NOTE:

3. Select when the payment will be deducted.

NOTE:

  • The payment due date is circled for your convenience.

  • In purple is a suggested deduction date to meet the due date. You can select another if you want.

  • At the bottom of the page is the estimated delivery date based on the deduction date you select.

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4. You can leave a memo to your vendor.

NOTE: The invoice number is set as the default.

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5. Lastly, review the payment and confirm by clicking Confirm and schedule payment.

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