How to create a bill in Melio

  • Updated

Melio makes it easy to create bills and schedule payments. 

You can also import bills into Melio from your device, accounting software, and Gmail account, and Amazon Business.

 

This article is relevant for: All subscribers.

Boost subscribers? You have extra attributes when synced to accounting software. Click here to see more details.

 

Here’s how to create a bill

1. Sign in to your Melio account.

2. Click Pay in the left sidebar.

3. Go to the Bills tab.

4. Click Create a bill.

Bills tab- create a bill.png

 

5. Enter the Vendor business name, Bill Amount, and select currency.

6. In Payment frequency, you can make this bill a recurring payment.

7. Select the Due date. The default is today.

8. (Optional) If you have the Invoice date and Invoice number add them too. You can also add a note to yourself advising what this bill is for.

Bill details.png

 

Premium subscribers have the option to add Line Items. These can help you break down the invoice total into different items.

9. Click +Add another line and add a Description and Amount.  

Note: Subscribed to Go but want to add line items?

You need to upgrage your plan to Core or Boost.

Note: Adding Line Items when creating a recurring payment

Line items won’t be available for recurring payments.

Adding line items.png

 

Note: Synced with accounting software?

  • QuickBooks Online- You’ll be able to see extra attributes such as QuickBooks category. See a full list here.

Boost subscribers can add location and class details. Click here to see more details.

  • Xero- The line items will show the fields that match those in Xero.

Boost subscribers can add tracking categories. Click here to see more details.

 

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

 

 

Extra attributes to Boost plan subscribers

In addition to the attributes available to the other two plans, the Boost subscribers enjoy exclusive access to additional fields. Add more details for a complete and thorough bill, that is synced with your accounting software - QuickBooks or Xero. Streamline your workflow and eliminate the hassle of double data entry.

 

Accounts that are synced with QuickBooks 

Add the details of the bill’s location and item class. 

Note: Unsupported version

Classes and Locations are available in Quickbooks Plus and Advanced plans only. Quickbooks Simple Start and Essentials plans aren't supporting classes and locations.

Location

Including location information in bills is essential for detailed financial tracking, better management, and insightful analysis of business operations across different geographic areas. It helps businesses understand regional dynamics, comply with local regulations, and make data-driven decisions that support overall growth and efficiency.

Location appears in Bill details, next to the Invoice no.

 

Bill details- location.png

 

Classes

Using classes in a bill is essential for detailed tracking, effective financial management, and insightful analysis. It provides a structured way to organize financial data, making it easier to monitor, report, and manage finances effectively across different aspects of a business. 

Class appears as a column when entering line items.

line item- class.png

 

Accounts that are synced with Xero

Add Tracking Categories to the bill’s details. Tracking categories enables detailed tracking, effective financial management, and insightful analysis. 

Every line item can have 2 tracking categories that provide a structured way to organize financial data, making it easier to monitor, report, and manage finances effectively across different aspects of a business.

Tracking Categories- Xero.png

 

 

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