Paying a vendor at their request

  • Updated

Does your vendor use Melio to get paid? Whether you’re a Melio user or not, paying a request from your vendor is simple and takes just a few minutes. 

This article will cover the two ways you can receive a request for payment, and how to do it. 

There are two ways to receive a request for payment from your vendor: 

  1. Receive a payment request to your email (has all the payment details included).
  2. Receive a payment link (You’ll need to add the payment details).

How to pay a payment request from your email

When your vendor sends you a payment request using Melio, you'll get an email to schedule the payment.  

This type of payment request comes with all the details of the payment, including : 

  • Amount 
  • Invoice number
  • Due date

To schedule the payment click SCHEDULE PAYMENT.  

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Have a Melio account? Follow these steps: 

If you don't have a Melio account, read here

 

Here's how to pay the payment request:

1. Sign in to your Melio account

2. Go to Pay in the left sidebar.

3. Go to the Bills tab.

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4. Find the payment request in the list. It’s labeled “Payment request”. Click Pay.

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5. Review the details of the payment. Click Pay.

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

 

If you don't have a Melio account, follow these steps:

  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. 

NOTE: Payments methods.

Melio offers two payment methods: bank account (free) or credit card (2.9% fee).

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5. Select when the payment will be deducted.

NOTE: What do the different markings mean?

  • The payment due date is circled for your convenience.
  • A suggested deduction date is highlighted purple but you can select another if you want.
  • The estimated payment delivery date is based on the payment and delivery methods, and deduction date you select.
  • Federal holiday dates will be blocked on the Melio calendar. When you try to select the date, it’ll display Federal Bank Holiday.
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6. You can leave a memo to your vendor.

NOTE: What to put in the memo?

  • The invoice number is set as the default. You can also add a description of the payment. 
  • What will the vendor see? The memo appears in the email notification your vendor receives as well as printed on the check. When delivered via ACH bank transfer, it appears if your vendor's bank enables memos.
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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. Add your payment method.

NOTE: Payments methods.

Melio offers two payment methods: bank account (free) or credit card (2.9% fee).

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3. Select when the payment will be deducted.

NOTE: What do the different markings mean?

  • The payment due date is circled for your convenience.
  • A suggested deduction date is highlighted purple but you can select another if you want.
  • The estimated payment delivery date is based on the payment and delivery methods, and deduction date you select.
  • Federal holiday dates will be blocked on the Melio calendar. When you try to select the date, it’ll display Federal Bank Holiday.
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4. You can leave a memo to your vendor.

NOTE: What to put in the memo?

  • The invoice number is set as the default. You can also add a description of the payment. 
  • What will the vendor see? The memo appears in the email notification your vendor receives as well as printed on the check. When delivered via ACH bank transfer, it appears if your vendor's bank enables memos.
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5. Lastly, review the payment and confirm by clicking Confirm and schedule payment.

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