How to link your payment method to your Xero account

  • Updated

Linking your payment method is easy, just follow these steps:

1. Sign in to your Melio account.

2. Go to Settings tab and click Payment methods.

settings-_payment_methods.jpg

 

3. In the relevant payment method, click the three dots.

find_the_relevant_payment_method.jpg

 

4. Click Edit sync details.

edit_sync_details.jpg

 

5. Click the black arrow and select from the dropdown the right payment method.select_the_relevant_payment_method.jpg

 

6. Click Link my [payment method] to continue.

click_link_my_payment_method.jpg

 

That’s it! Once the funding source is aligned, any payments completed with it will be properly synced.

 

 

 

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