What your customer sees after they receive a payment request depends on whether they are a Melio user or not
Once you’ve set up a Melio account and created your own Melio page, you're ready to receive payment from your customer.
What your customer sees when they complete a payment request will depend on whether they’re a registered Melio user or not.
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To see what a non-Melio user sees, continue reading.
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To see what a Melio user sees, click here.
Non-Melio user
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A non-Melio user will receive a payment request, with the option to click Schedule payment.
2. They will then be asked to enter their email address and be given the choice to either sign up to Melio or to pay as a guest.
3. Verification
They’ll be sent a 4-digit code in order to verify their email address.
4. Business Details
They’ll be asked to fill in some details about their business.
5. Picking a payment method
Your customers can choose to pay directly from their bank account using an ACH transfer (free) or a credit card*. You can also choose to allow free credit card payments by paying the fee for them - see how.
6. Scheduling the payment
Next, they must select the date they'd like the payment to be deducted.
NOTE:
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The payment due date is circled for their convenience.
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In purple is a suggested deducted date to meet the due date. They can select another if they want to.
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At the bottom of the page is the estimated delivery date based on the deducted date they selected.
7. Leaving a memo
They can leave a note for you if they'd like. The default placeholder text is the invoice number.
8. Reviewing the payment
Before completing payment they can take another look and make sure everything is correct.
9. Once they press Confirm and schedule payment, the payment will be scheduled.
Registered Melio user
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A Melio user will receive a payment request with the option to click Schedule payment.
2. When your customer clicks Schedule Payment, the details of the payment will open up in their Melio Pay inbox. It will include the amount you set, invoice number, the bill's due date, any notes and the invoice file if attached.
3. Picking a payment method
Your customer can select Schedule payment, and also have the opportunity to Reject the payment.
As Melio users, they can log in to their account where their preferred payment method will be available for selection.
4. Scheduling the payment
Next, they must select the date they'd like the payment to be deducted. The bill due date is clearly marked with a circle.
5. Leaving a memo
They can leave a note for you if they'd like. The default placeholder text is the invoice number.
6. Reviewing the payment
Before completing payment they can take another look and make sure everything is correct.
7. Once they press Confirm and schedule payment, the payment will be scheduled.
You can share this article with your customers to guide them through the payment process.
*Subject to card network limitations