How do I change the details of a scheduled payment?

  • Updated

Melio lets you change your mind and edit the details of a payment even after you schedule it. 

Note that if the payment has already been collected, contact our payment operations team to cancel it.

 

SPECIAL NOTE: Melio is getting a fresh look.

This won't affect how you used to do things, only the way to 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’re using the new look follow these steps. Otherwise, continue reading.

 

Here’s how to change the details in the original view:

1. Sign in to Melio.

2. Click Pay in the left sidebar.

3. Click Scheduled to see the list of your scheduled payments.

4. Select the payment you want to edit.

select_the_payment_you_want_to_edit.jpg

 

5. Click Actions in the payment details on the right.

click_Actions.jpg

 

6. Select Edit from the dropdown list.

select_edit.jpg

 

7. Edit the payment method, if you want. Click Continue

The current payment method is marked with a purple border.

edit_the_payment_method.jpg

 

8. Edit the delivery method, if you want. Click Continue.

The current delivery method is marked with a purple border and three dots next to it. 

You can edit its details by clicking the three dots. Or, you can select a different delivery method.

edit_the_delivery_method.jpg

 

Continue to make a payment as usual.

In the Review & confirm screen, carefully check the payment details to make sure it was edited correctly. 

review_and_confirm_the_editted_details.jpg

 

 

Here’s how to change the details in the table view:

1. Go to the Payments tab.

payments tab.jpg

 

2. Find the payment you want to edit. It is labeled Scheduled

NOTE: The difference between Scheduled status & In progress status.

You can edit the payment details up until it’s processed. At this stage, it is labeled “Scheduled”. When the status changes to “In process”, you can no longer edit it.

3. Click View payment.

payments-relevant payment- view payment.jpg

 

4. In the payment summary, click Edit payment.

Edit payment.jpg

 

5. Edit the payment method, if you want. Click Continue.

The current payment method is marked with a purple border. 

edit payment method.jpg

 

6. Edit the delivery method, if you want. Click Continue

The current delivery method is marked with a purple border. Click Edit to change its details, or select a different delivery method.

edit delivery method.jpg

 

Continue to make a payment as usual.

7. In the Review & confirm screen, carefully check the payment details to make sure it was edited correctly. 

Review & confirm.jpg

 

 

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