How to add a vendor

  • Updated

Adding vendors to your account manually helps your payments get to the right place on time.

There are 2 places you can add a vendor. 

  1. When adding a bill.
  2. In Vendors.

How to add a vendor when adding a bill

1. Sign in to your Melio account. 

2. Go to the Bills tab, click Add bill.

add bill.jpg

 

3. Select Add a bill manually

4. Fill in the Vendor business name and Bill amount.

NOTE: Adding the bill's details.

Adding the bill’s details isn’t mandatory. But if you have the invoice number and due date it can be useful for reconciliation purposes. You can also add a note to self and line items to break down the invoice total into various items. To add further details click +Advance bill details and follow directions here.

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5. To schedule a payment, click Continue to pay. Follow these steps to pay with Melio. You can also schedule it later by clicking Save and close

 

That's it! The vendor is now saved to your vendors’ list.

 

How to add a vendor in Vendors

1. In the Vendors tab, click Add vendor.

add vendor.jpg

 

2. Enter vendor’s details. Click Add a vendor.

add_a_new_vendor_details.png

 

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

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That’s it, your vendor is now saved in Vendors.

A few notes about adding vendors

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