Add or edit a vendor’s delivery method

  • Updated

You can add or edit your vendor’s delivery method directly from your contacts:

1. Add a vendor’s delivery method.
2. Edit the details of an existing payment method.

 

Add a vendor’s delivery method

1. Go to Contacts on your left sidebar, where you’ll see all your vendors.

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2. Select the vendor you’d like to edit. 

3. On the lower right of your screen, you’ll see Delivery methods.

 

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  1. You can now choose:

Ask vendor for payment details

We'll send an email to your vendor asking for their payment details. 

1. Next to Ask vendor for payment details, click Send request.

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2, Fill in the vendor’s email address. Click Save and send request.

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Add a bank transfer (ACH) as a delivery method

Your vendor will have the funds deposited into their bank account.


1. Next to Bank transfer (ACH), click Add method.

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2. Enter your vendor’s routing and account numbers. Then choose to Save details and add a bill or Save and close.

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Add paper check as a delivery method

Your vendor will receive a paper check in the mail.


1. Next to Paper check, click Add method.

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2. Fill in your vendor’s name. Click Continue.

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3. Fill in your vendor’s mailing address. Then choose to Save details and add a bill or Save and close.

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Add international payment as a delivery method

Your international vendor will receive a wire transfer to their bank account.

1. Next to International payment, click Add method.

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2. Fill in your vendor's international payment details. Click Continue.

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3. Fill in your vendor's legal business details. Click Continue.

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4. For your first payment or  international payment, you’ll need to add some additional information. 

If this is your first payment on Melio, add your business details. Click Continue.

 

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5.  If your tax ID is a SSN (Social Security Number), you’ll need to add your date of birth. Click Continue.

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6. If your tax ID is an EIN (Employer Identification Number), you’ll need to fill in details for every owner of 25% or more of your company or any key decision makers. Then choose to Save details and add a bill or Save and close.

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Note: International payments

A contact can’t have both domestic and international delivery methods. Once you add international payment details, you won’t have the choice to add local payment methods.

 

Edit the details of an existing delivery method

1. Go to the payment method you want to edit, click on the three dots, followed by Edit.

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2. Amend the payment details. Then choose to Save details and add a bill or Save and close.

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