Creating bills and invoices paid outside of Melio

  • Updated

You can easily create and add bills and invoices that were paid outside of Melio and manually mark them as paid. 

This way, you can keep all your bills and invoices in one place for safe and organized record keeping.

Here’s how to do it:

1. Sign in to Melio.

2. Click Pay in the left sidebar.

3. Create a bill the way you prefer.

4. When finished adding/editing the bill’s details, click Save and schedule later.

Save and schedule later.png

 

5. Go to the Bills tab and find the bill you want to mark as paid.

6. Click the three dots on the right.

7. Select Mark as paid from the dropdown list. 

Bills tab- Find the bill.jpg

 

Note: Is your account synced with an accounting software?

If your Melio account is synced with an accounting software, you’ll be asked to select the account it was paid from. Select it and click Mark as paid to continue. 

Here’s an example for QuickBooks. For Xero it might look a little different.

select the account it was paid from.png

 

8. Your bill is labeled Marked as paid and moved to the Payment tab under the Paid sub-tab. You can also find it in the All sub-tab.

bill is labeled Marked as paid and moved to the Payment tab.png

 

 

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