Getting your invoices sent directly to your Melio account

  • Updated

You can get invoices sent directly to your Melio account. We scan and automatically add your bill for you to review and pay.

 

How does it work?

1. Copy email:

Your Pay Bills email ends with: @invoicesmelio.com.

There are 2  ways to copy it:

a. From the Bills tab. 

b. From Settings.

2. Get invoices sent to your Pay Bills email; 2 ways to do it:

a. Forward emails to your Pay Bills email.

b. Share your Pay Bills email with your vendors.

3. Review the bill.

4. Pay the bill.

5. Get notified about the added invoices.

 

Important invoice requirements: 

1. One invoice per file.

2. Invoice must be attached as JPEG/PNG/GIF/PDF to the email.

3. Maximum file size is 10MB.

 

Get invoices sent to your Pay Bills email

a. Forward emails to your Pay Bills email.

After copying the email from your Melio account, use it to forward emails with invoices from your regular mailbox to your Pay Bills email.

1. Go to your regular email inbox.

2. Open an email you received from a vendor that meets the requirements.

3. Click Forward and paste your Pay Bills email into the recipient space.

 

b. Share your Pay Bills email with your vendors. 

You can also notify your vendors to start sending invoices directly to your Pay Bills email.

Tip

Add a note to your digital signature asking to send invoices directly to the Pay Bills email.

 

Review the bill 

When a bill arrives via your unique email, you’ll get a message to review its details.

It will get to the Bills tab and have a label: Bills tab- new label.jpg.

 

To review the bill that came through your Pay Bills email:

  1. Sign in to your Melio account.
  2. Click Pay in the left sidebar.
  3. Go to the Bills tab.
  4. Find the bill. In the first 3 seconds, it will be marked with a blue background. It will also be labeled Bill inbox in the Bill column.

Bills tab- Find the bill.png

 

5. Click Review.

6. The invoice is on the left. Check the bill’s details and add or change them, if needed. Click Continue to schedule the payment.

review the bill details.jpg

Note: Missing details.

In case of missing details, the bill will be marked with the label “Missing details” in all the relevant columns.

Bills tab- Missing details.png

Click Review to see the bill’s details. 

In the Bill details page, you see the error message at the top.

Click Review bill at the right bottom corner.

missing details- error message.jpg

When you review the bill, the missing details will be marked in red. Fill them in manually. Click Continue to pay to continue with the payment.

Fill in the missing details.jpg

Note: Pay the bill later, mark it as paid, or delete it.

You can schedule the payment, later, mark the bill as paid (if you paid it outside of Melio) or delete it. 

Click More actions and select the relevant one.

more actions.jpg

Clicked Save and pay later? The bill will be saved in Bills tab.

Clicked Mark as paid? The bill will move to the Payments tab.

If your account is connected to QuickBooks select the account for reconciliation. Click Mark as paid.

select the account it was paid from.png

Clicked Delete? Remember that the bill will be deleted permanently. Click Delete in the warning message to continue.

delete bill popup message.jpg

 

 

Pay the bill 

You can continue to pay the bill right after you review the details. Alternatively, you can confirm the details and save it for later. When you’re ready to schedule the payment you’ll find it in your Melio account.

 

Paying a bill right after reviewing it

1. After reviewing the bill and clicking Save and schedule payment, you can make a payment like you always do.
pay_bill_after_reviewing_it.jpeg

 

2. Select how you’d like to pay. Click Continue.
continue_to_pay_bill.jpeg

 

3. Select how your vendor will receive this payment.
Select_a_delivery_method.jpg

 

4. Select when you want this payment to be deducted. Click Continue.
payment_deducted_date.jpeg

 

5. (Optional) Leave a memo for your vendor. The default is the invoice number. Click Continue
leave_memo_to_vebdor.jpeg

 

6. On the Review and confirm page, make sure the payment details are correct. Click Confirm and schedule payment.
review_and_confirm_payment.jpeg

 

That’s it! Payment is on its way to your vendor.
payment_success.jpeg

 

Pay a bill you saved in your Melio account

A saved bill is just like any other bill in your Melio account. Pay it as you usually do.



Email notifications

Once a day, you’ll get an email with the details of the invoices forwarded to your Bills tab.

  • Invoices successfully forwarded- Click Review and schedule payments.
  • Unsuccessfully forwarded invoices - The email will let you know why, so you can contact your vendor and resolve the problem.

 Here’s what the email looks like:

bills_inbox_daily_email.jpeg

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