You may find you have multiple bills waiting to be paid. You can schedule a payment for all unpaid and partially paid bills in one go.
SPECIAL NOTE: Melio is getting a fresh look.
This won't affect how you used to do things, only the way to get there. Customers will get the revamped look gradually to ensure a smooth transition. It might take a while before you see it.
This article shows how to pay multiple bills from:
- Your Pay Inbox if you’re using the original look of Melio.
- The Bills tab if you’re using the new table look.
Pay multiple bills from Pay Inbox
These steps are for the original look of Melio.
- Go to your Pay inbox and hover over one of the bills you’d like to pay until a box appears.
2. You can now select multiple bills.
3. Next, schedule a payment for all these bills.
TIP: Scroll to see a bill’s details
On the right side of the screen, you can scroll left or right to see each bill’s details. Check the details are correct before scheduling your payments.
4. Click Continue to scheduling (x). You’ll see a table with all your payments.
NOTE: Bills to the same vendor
To combine payments to the same vendor, you can find Multiple payments to same vendor above your table. Toggle on Combine into one.
Tips: Get the most out of scheduling payments
- Pay all your bills at once on a set date, or pay each bill on its due date.
- Sort the table by vendor name, deduction date, delivery date or amount by clicking on the column title.
- Select a payment method, deduction date and delivery method for each bill separately.
5. Ask a vendor to fill out their payment details if you don’t know their delivery method by clicking +Add method.
NOTE for errors:
You can’t schedule the payment if there is missing information for any vendor. To learn more about batch payment errors read this article.
6. Delete a payment that has missing information by hovering over it and clicking “X” .
7. You can choose to add a memo to every vendor by clicking the message icon.
8. Once all of your payments are ready to go, you’ll see the total amount to be paid and the total fees on the top right of your screen.
9. Click Schedule payments to continue.
10. Choose Notify vendors if you want to let your vendors know their payment is on its way.
11. Fill in the email address for the vendors you’d like to notify in the list. Click Save and notify.
NOTE: Email address
The email address is saved in the vendor’s contact details for future payments.
12. Click Go to dashboard to finish.
Your batch payment is on its way! You’ll get an email listing all the scheduled payments and relevant details.
Pay multiple bills from the Bills tab
These steps are for the new table look of Melio.
1. Go to the Bills tab.
2. Check the box next to all the bills you want to pay. At the bottom, you can see a summary of the payment including the total amount and number of bills.
3. Click Review and pay.
4. On the Scheduling payments screen, you’ll see the selected bills to pay.
NOTE: Bills to the same vendor.
You can combine multiple bills for the same vendor into one payment. To do so toggle on Combine payments.
Tips: Get the most out of scheduling payments
- Pay all your bills at once on a set date, or pay each bill on its due date.
- Sort the table by deduction date by clicking on the column title.
- Select a payment method, deduction date and delivery method for each bill separately.
- Ask a vendor to fill out their payment details if you don’t know their delivery method by clicking +Add method.
NOTES: Organize the list before making the payment.
- Errors: You can’t schedule the payment if there is missing information. To learn more about batch payment errors, read this article.
- Delete a payment: Click the three dots next to the amount and select Remove payment from the dropdown list.
- Add a memo to the vendor (optional): Click the three dots next to the amount and select Add memo to vendor from the dropdown list.
5. Once all of your payments are ready to go, you’ll see the total amount to be paid and the total fees on the top right of your screen.
6. Click Schedule payments to continue.
7. Payments are scheduled.
Click Notify vendor if you want to let your vendors know the payment is on its way.
Alternatively, click Go to dashboard to go back to the Bills tab and schedule more payments.
That’s it! Your batch payment is on its way. You’ll receive an email listing all the scheduled payments with relevant details.