How to set a default payment method

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You can choose a default payment method to save you time and reduce errors.

Melio lets owners and admins choose a preferred payment method to set as default. This makes it easier for anyone in the account to make a payment as they won’t need to guess which account or card it should be made from. 

How to set a default payment method:

1. In the Settings tab, go to Payment methods.

2. Choose the payment method you prefer, click the three dots and select Set as default.

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3. Next time you schedule a payment, you’ll see your default method at the top.

Default_payment_method_2.jpg

 

4. The default payment method will also be selected when making a batch payment.

Default_payment_method_3.jpg

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