Paying a vendor for the first time by check

  • Updated

Melio lets you pay the way you want - Credit card (2.9%), debit card (2.9%) or bank account - even when your vendor accepts only paper checks.

Paper checks are sent via USPS and delivery to the vendor takes approximately 7 business days. There is an option for a fast check that takes 3 business days to arrive (for a fee of $20). Learn more about our delivery times.

 

Here’s how to send your vendor a paper check payment:

You can make two types of payments:

 

Making a check payment without a bill:

1. Go to the Vendors tab.

vendors tab.jpg

 

2. Add a vendor or select one from the list.

  • Paying a vendor without saved bills? Click New Payment.

vendor without bills- new payment.jpg

 

  • Paying a vendor with saved bills? You can pay any amount you want in addition to the saved bills without paying them. To do that:

a. Click the three dots.

b. Select New payment from the dropdown list.

vendor with bills.jpg

 

3. In Bill details, fill in the vendor and amount you want to pay.

Bill details.png

 

4. Click Continue to pay to continue and schedule the payment now, or click Save and close to keep the bill for future payment.

Note: Adding the bill’s details

Adding the bill’s details isn’t mandatory. But if you have the invoice number and due date it can be useful for reconciliation purposes. You can also add a note to self and line items to break down the invoice total into various items. To add further details click +Advance bill details and follow directions here.

 

5. Select how you want to pay. Click Continue.

select a payment method.jpg

 

6. When asked to select a delivery method, click Paper check.

select paper check as a delivery method.jpg

 

7. Fill in the vendor’s name. This will appear on the check. Click Continue.

name on the check.jpg

 

8. Fill in the vendor’s mailing address. Click Submit and add delivery method. The vendor’s address will be saved in the vendor’s details.

vendor mailing address.jpg

 

9. Select a date for your payment to be deducted. Click Continue.

Note: What do the different markings mean?

  • The payment due date is automatically set to match the deduction date. 
  • A suggested deduction date is highlighted in purple but you can select another if you want.
  • The estimated payment delivery date is based on the payment and delivery methods, and deduction date you select.
  • Federal holiday dates will be blocked on the Melio calendar. When you try to select the date, it’ll display Federal Bank Holiday.

select deduction date.jpg

 

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

leave a memo for your vendor.jpg

 

11. Carefully review the details in the Review & confirm page. Click Confirm and schedule payment to complete the process.

Review and confirm.jpg

 

12. If this is your first time making a payment with Melio, enter your business’s legal details. This needs to be done only once. Click Save and pay.

Note: How to enter your legal business info?

If this is your first payment or if we’re missing some details, we’ll ask you to add some or all of your legal details. We do that to ensure compliance and security. It’s impossible to process your payment without it.

See here how to enter your details.

one last thing- legal details.png

 

That’s it! You’ll get an email summarizing the details of this payment. You can notify your vendor that their payment is on the way.

payment scheduled.jpg

 

Making a check payment with a bill

1. Go to the Bills tab.

2. Create a bill or select one from the list and click Pay.

bill to pay.png

 

3. Select how you want to pay. Click Continue

select a payment method.jpg

 

4. When asked to select a delivery method, click Paper check.

select paper check as a delivery method.jpg

 

5. Fill in the vendor’s name. This will appear on the check. Click Continue.

name on the check.jpg

 

6. Fill in the vendor’s mailing address. Click Submit and add delivery method. The vendor’s address will be saved to the vendor’s details.

vendor mailing address.jpg

 

7. Select a date for your payment to be deducted. Click Continue.

Note: What do the different markings mean?

  • The payment due date is automatically set to match the deduction date. 
  • A suggested deduction date is highlighted in purple but you can select another if you want.
  • The estimated payment delivery date is based on the payment and delivery methods, and deduction date you select.
  • Federal holiday dates will be blocked on the Melio calendar. When you try to select the date, it’ll display Federal Bank Holiday.

select deduction date.jpg

 

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

leave a memo for your vendor.jpg

 

9. Carefully review the details in the Review & confirm page. Click Confirm and schedule payment to complete the process.

Review and confirm.jpg

 

10. If this is your first time making a payment with Melio, enter your business’s legal details. This needs to be done only once. Click Save and pay.

Note: How to enter your legal business info?

If this is your first payment or if we’re missing some details, we’ll ask you to add some or all of your legal details. We do that to ensure compliance and security. It’s impossible to process your payment without it.

See here how to enter your details.

one last thing- legal details.png

 

That’s it! You’ll get an email summarizing the details of this payment. You can notify your vendor that their payment is on the way.

payment scheduled.jpg

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request