If your vendor’s contact information has changed or you no longer wish to have a vendor in your contacts, editing and deleting them is simple.
SPECIAL NOTE: Melio is getting a fresh look.
This won't affect how you do things, only the way you get there. Customers will get the revamped look gradually to ensure a smooth transition. It might take a while before you see it.
If you have the table view, follow these steps to edit or delete a vendor.
How to edit a vendor in the original view
1. Go to Vendors in the left sidebar.
2. Select the vendor you wish to edit.
3. In the vendor’s details section on the right, click Actions and select Edit contact from the dropdown menu.
4. Update their details and click Done.
That's it! Your vendor’s contact details are now updated.
How to delete a vendor in the original view
1. Go to Vendors in the left sidebar.
2. Select the vendor you want to delete from the list.
3. In the vendor’s details section on the right side, click Actions and select Delete contact from the dropdown menu.
4. Click Yes, delete this vendor to confirm.
NOTE: It’s not possible to delete a vendor with scheduled payments.
If you wish to delete a vendor with future-dated scheduled payments, you’ll need to cancel the payments first.
That's it!
How to edit a vendor in the table view
1. Go to the Vendors tab.
2. Next to the relevant vendor name, click the three dots.
3. Select Edit vendor from the dropdown list.
4. Update their details and click Save.
Your vendor’s contact details are now updated.
How to delete a vendor in the table view
1. Go to the Vendors tab.
2. Next to the relevant vendor name, click the three dots.
3. Select Delete vendor from the dropdown list.
4. Click Delete vendor to confirm.
NOTE: It’s not possible to delete a vendor with unpaid and scheduled payments.
If you wish to delete a vendor with future-dated scheduled payments, you’ll need to cancel the payments first.