How do I add a vendor?

  • Updated

This article will cover how to add vendors manually, which helps your payments get to the right place on time.

There are 2 ways to add a vendor. 

  1. When creating a bill payment in the Pay tab. 
  2. In your contacts. 

How to add a vendor when creating a bill payment

1. Sign in to your Melio account. 

2. Click Pay in the left sidebar. 

3. Then click on + Add your first bill payment.

go_to_pay_1.png

NOTE: If you’ve previously added a bill to Melio

If you’ve previously created a bill, click on +, then +New payment.

 

4. Select Add a bill manually

select_new_payment_2.gif

 

5. Fill in the bill details. 

bill_details.png

 

6. To schedule a payment, click Save and schedule a payment.

7. You can also do this later by clicking Save and pay later. 

8. The vendor is now saved to your contacts.

 

How to add a vendor in your Contacts

1. Click on Contacts in the left sidebar. 

2. If your contacts list is empty, click Add vendors.

go_to_contacts.png

 

NOTE: If you already have contacts saved

Click on + , then + New contact at the top right. 

add_new_contact.gif

 

3. Click Add a vendor.

4. Select Add a vendor manually

5. Fill in the vendor’s details, then click Add a vendor

add_a_new_vendor.png

 

6. Select the vendor’s delivery method or add it later

how_does_vendor_want_to_get_paid.png

 

A few notes about adding vendors

 

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