Paying a vendor for the first time by check

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This article is relevant for: All subscribers.

Melio lets you pay the way you want - Credit card (2.9%), debit card (2.9%), or bank account ($0.5 fee. Different subscription plans have different offers. Learn more about our plans). Even when your vendor accepts only paper checks.

Paper checks are sent via USPS and delivery to the vendor takes approximately 7 business days ($1.50 fee). 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. Click + New payment. This button appears always, regardless of the tab you’re at.

2. In Bill details, Enter the vendor’s name and fill in the amount you want to pay.

3. Under Payment frequency, select One time payment from the dropdown list.

4. Click Continue to pay.

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 follow the directions here.

 

Bill details.png

 

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

Select a payment method.png

 

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

Select paper check as a delivery method.png

 

7. In the Check protection popup, click Got it

Check protection popup.png

 

8. In Where should we mail the check? fill in the name that will appear on the check and the vendor’s mailing address. Click Continue.

Where should we mail the check?.png

 

9. Select a date for your payment to be deducted. You have an option to send a fast check ($20). 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 a deduction date.png

 

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

Add a memo for the vendor.png

 

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

Review & confirm.png

 

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 .png

 

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.

Bills tab- create a bill or select one .png

 

3. Select how you want to pay. Click Continue

Select a payment method.png

 

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

Select paper check as a delivery method.png

 

5. In the Check protection popup, click Got it.

Check protection popup.png

 

6. In Where should we mail the check? fill in the name that will appear on the check and the vendor’s mailing address. Click Continue.

Where should we mail the check?.png

 

7. Select a date for your payment to be deducted. You have an option to send a fast check ($20). 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 a deduction date.png

 

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

Add a memo for the vendor.png

 

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

Review & confirm.png

 

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 .png

 

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