Don’t have your vendor’s payment delivery details or not sure how they want to receive payments? Melio makes it easy for you to ask your vendor for their payment details, so they can get paid exactly how they want.
A few Important notes to consider:
- Payment delivery time depends on when your vendor fills out their details. Once they do, you’ll receive an email notification with an estimated time of delivery, based on typical delivery timelines.
- When submitting a payment to a vendor for the first time, we may need a bit extra time to review the payment. Schedule these in advance to avoid any delays.
Does the payment details request link ever expire?
The link remains valid for 7 business days. If your vendor does not send their details, the payment will be canceled and your bill will be moved back into your inbox. You’ll receive an email notification.
What if I've previously made a payment to the vendor, and already filled out the payment details?
No worries! You can still send them a request to choose how they'd like to get paid.
The vendor’s response will be saved for future payments and automatically edited if needed.
There are two ways to ask your vendor for their payment details.
Ask the vendor for their payment details when scheduling a payment:
1. Start scheduling a payment.
2. When asked how your vendor would like to receive payment, select Not sure? Let the vendor choose.
3. Enter your vendor’s business email address, then click Save and continue.
4. Choose when you want the payment to be deducted. Click Continue
You’ll see a note under the payment deduction date letting you know by which day your vendor needs to provide the payment details in order to get paid on time.
5. Continue scheduling the payment as usual.
Your vendor will get an email asking them how they’d like to accept the payment. Learn more about what your vendor sees.
Ask a vendor for their payment details from Vendors:
1. Click Pay in the left sidebar.
2. In the Vendors tab, find the relevant vendor and click the name.
3. In the vendor’s details page, scroll down to Delivery methods.
4. Click Send request.
5. If we don’t have your vendor’s email you’ll see this popup message. Enter their email and click Send request.
Note: Is this vendor a 1099 contractor?
If this is a 1099 contractor, this can also be a good opportunity to collect a W-9 form from them. Melio makes it easy to do:
- In the vendor details page, scroll down to Taxpayer info.
- Follow the instructions on how to request your saved vendor for a W-9 form in Melio.
That’s it! Your vendor will get an email with instructions on how to securely receive the payment. The message will include your details so they easily recognize who it’s from.