Melio makes it easy to add bills and schedule payments. There are multiple ways to add a bill, so you have the flexibility to choose which one works best for you.
- Add a bill manually
- Upload a bill file
- Sync with QuickBooks
- Send invoices directly to your Melio Pay inbox.
Before you can choose how to add a bill, you'll need to follow these steps.
- Sign in to your Melio account.
- Go to Pay in the left sidebar.
- Click on the + at the top right and then + New payment.
Or + Add your first bill payment when you’re adding a bill for the first time.
Add a bill manually
1. Select Add a bill manually.
2. Enter the bill details including your vendor’s name and bill amount.
3. To make this a recurring payment, choose the payment frequency (one time, monthly or weekly), the number of payments and the day you'd like it to go out.
Tip: It’s a good idea to leave yourself a note advising what this is for.
4. Click Save and schedule a payment to schedule or pay the bill, or click Save and pay later to keep the bill in your Pay inbox for future payment.
Upload a bill file
1. Select Upload a bill file.
2. Choose a file (PDF or JPG) from your computer.
3. Review the details and add or edit any of the information.
4. Click Save and schedule a payment to schedule or pay the bill, or Save and pay later to keep the bill in your Pay inbox for future payment.
Tip: If you're using Melio on your mobile device, you'll be able to scan the invoice using your phone's camera. To scan the invoice, select Scan bill.
Once scanned, you can review and edit the bill details. Then Save and schedule a payment, or Save and pay later to keep the bill in your Pay inbox for future payment..
Sync with QuickBooks Online
1. Select Sync with QuickBooks.
2. Sign in to your Intuit account.
3. Once connected, bills from your QuickBooks account will be synced to Melio. You can find them in your Pay inbox.
In addition to being able to schedule a bill in the Pay section of your Melio dashboard, you also have the option to add a bill from your Contacts.
- Sign in to your Melio account.
- Go to Contacts on the left side bar.
- Select the vendor you wish to pay.
4. In the Payments overview on the right, you’ll see the outstanding balance for this vendor.
- A zero under OPEN BALANCE means that there aren’t any bills to pay for this vendor. Click Add a new bill.
- OPEN BALANCE of 1 bill:
- To see the bill’s details click View.
- To add a new bill click Actions and New bill.
- OPEN BALANCE of 2 or more bills:
- To see the bills’ details click View.
- To add a new bill click Actions and New bill.
NOTE: When you add a new bill from your contacts, you’ll be directed to the manual method of adding a bill as a default. If you wish to upload a bill or sync with Quickbooks instead, click the arrow at the top left.
Now that you’ve uploaded your bills, you’re ready to pay them. Paying business bills with Melio is simple and quick and can even be done in a batch.