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.
Here's how to set a default payment method:
1. Click Settings in the left sidebar.
2. Scroll down to Payments & billing.
3. Click Payment methods.
4. On the right, click the three dots in the payment method you prefer.
5. Select Set as default from the dropdown list.
6. The selected payment method is labeled DEFAULT with a black label.
7. Next time you schedule a payment, you’ll see your default method at the top.
8. The default payment method will also be selected when making a batch payment.