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 one works best for you.

 

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

  1. Sign in to your Melio account.
  2. Go to Pay in the left sidebar.
  3. 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. 

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Add a bill manually 


1. Select Add a bill manually.

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2. Enter the bill details including your vendor’s name and bill amount.

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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.

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2. Choose 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 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. 

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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.

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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 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. 

  1. Sign in to your Melio account.
  2. Go to Contacts on the left side bar.
  3. Select the vendor you wish to pay.

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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.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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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.

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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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