Adding a bill to Melio

  • Updated

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 works best for you. 

Before you can choose how to add a bill, you'll need to follow these steps.

  1. Go to the Bills tab.
  2. Click Add bill.

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Here’s how to add a bill

You have 3 ways to do so:

You can also send invoices directly to your Melio account.

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Add a bill manually 

  1. Select Enter bill details manually.
  2. To pay without a bill, you can just add your Vendor business name and Bill Amount. Click Continue to pay. To continue adding a bill, click +Advanced bill details.

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3. This is the screen that you see to manually add a bill. On the left of the screen, you’ll also be able to upload an invoice.

 

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a. Enter the bill details including your Vendor’s business name, Bill amount, and Due date.

b. To make this a recurring payment, choose the Frequency. You can then add the date of the first payment, and either an end date, the number of payments, or until you decide to cancel. 

Tip: It’s a good idea to leave yourself a note advising what this is for.

Note: Line Items

Line items won’t be available for recurring payments.

c. You’ll have the option to add the Invoice date, Invoice number, and Note to self.

d. You also have the option to add Line Items. These can help you break down the invoice total into different items. Add a Description and Amount and +Add another line if needed.

Note: Synced with QuickBooks Online?

You’ll be able to see extra attributes such as QuickBooks category and class. See a full list here.

4. Click Continue to pay to schedule the payment now, or click Save and close to keep the bill for future payment.

 

Upload a bill 

  1. Select Upload one or more bills. See how to add multiple bills here.
  2. Choose a file (PDF or JPG) from your computer.
  3. Review the details and add or edit any of the fields. You can Replace or Delete the file if needed.

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  1. Click Continue to pay to schedule the payment now, or click Save and close to keep the bill for future payment.

NOTE: Using Melio on your mobile device?

You'll be able to scan the invoice using your phone's camera. Here’s how:

  1. Go to Bills and click the + sign.
  2. Click Add a bill.
  3. Select Scan a bill and choose a photo. Once scanned, you can review and edit the bill details.
  4. Continue to pay or Save and close to keep the bill for future payment.

If you downloaded the Melio app read this article.

 

Connect to QuickBooks 

If you’re not already synced with QuickBooks, you can do it from here.  

Syncing Melio and QuickBooks Online saves time and eliminates double data entry. Learn more about the sync with QuickBooks Online, and what data is shared between the two. 

  1. When you’re adding a bill, select Sync with QuickBooks.
  2. Sign in to your Intuit account.

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3. Once connected, bills from your QuickBooks account will be synced to Melio. You can find them in your Bills tab.

Now that you’ve uploaded your bills, you’re ready to pay them. Paying business bills with Melio is simple, quick, and can even be done in a batch.

 

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