Adding a bill to Melio

  • Updated

Learn all the ways to add your business bills to Melio.

Melio offers several ways to upload bills, so you have the flexibility to find what works  best for you.

There are two dashboards you can add a bill from:

Adding a bill from the Pay dashboard

1. Log in to your Melio account.

2. Go to Pay dashboard.

3. Click on the + sign at the top right and then + New payment.
Or + Add your first bill payment when you’re adding a bill for the first time. 

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4. Select the most convenient way for you to add a bill:

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Adding a bill manually

1. Click Add a bill manually.

2. Enter the bill details. 

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3. To make this a recurring payment, choose the frequency (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.

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4. Click Save and schedule a payment to continue immediately; or Save and close to keep the bill in your Pay inbox for future payment.

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Upload a bill file

1. Click Upload a bill file.

2. Select a file (PDF or JPG) from your computer.

3. Review the details and add or edit any of the information.

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4. Click Save and schedule a payment to continue immediately; or Save and close to keep the bill in your Pay inbox for future payment.

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Sync with QuickBooks Online

Once connected, bills from your QuickBooks Online account will be synced to Melio. Learn more about the sync between Melio and QuickBooks Online.

1. Click Sync with QuickBooks.

2. Sign in to your Intuit account.

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3. All the unpaid bills in your QuickBooks account will appear in Melio’s Pay dashboard inbox.

 

 

Adding a bill from the Contact dashboard

1. Log in to your Melio account.

2. Go to the Contact dashboard.

3. Select the vendor you want to pay.

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4. In Payments overview on the right, you’ll see the balance outstanding 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.balance_of_zero-_add_a_bill.jpg

 

  • OPEN BALANCE of 1 bill:
    • To see the bill’s details click View.
    • To add a new bill click Actions and New bill.balance_of_1_bill-_add_a_bill.jpg

 

  • OPEN BALANCE of 2 or more bills:
    • To see the bills’ details click View.
    • To add a new bill click Actions and New bill.

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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.

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