How to scan an invoice from the Melio app

The Melio app allows you to make digital payments, right from your phone. Open the Melio app, scan your invoice, and make the payment.

You can scan an invoice from 3 places on the app:

1. Home screen.
2. Payment tabs on the home screen- Unpaid, Scheduled, Paid and Pending approval (when relevant). 
3. Vendors list.

Regardless of where you do it, scanning an invoice is the same. The bill details will be taken from the scanned image and you’ll need to fill in any details that are missing. 

Important note: Allow camera access

You need to give the Melio app access to your camera so you can scan an invoice. When prompted, tap Allow access.

 

Scan an invoice from the home screen

1. Tap the + sign.
2. Select Add a bill.
3. Allow camera access if you haven’t already.
4. Take a picture of the invoice.
5. Tap Done, if the picture is ok. Or Retake to take another one.
6. In Bill details, check that everything is correct and update if needed.

Tip: Review a scanned invoice 

Before you Save or Pay, you can review, change or delete the invoice photo by tapping it.

7. Tap Pay to continue making the payment or Save to pay later. 

Scan an invoice from a payment tab or Vendors

1. Tap any one of the payment tabs on the top of the home screen: Unpaid, Scheduled, Paid or Pending approval or select the relevant vendor.
2. Tap + New payment.
3. Select Add a bill. 
4. Allow camera access if you haven’t already.
5. Take a picture of the invoice.
6. Tap Done, if the picture is ok. Or Retake to take another one.
7. In Bill details, check that everything is correct and update if needed.

Tip: Review a scanned invoice 

Before you Save or Pay, you can review, change or delete the invoice photo by tapping it.

8. Tap Pay to continue making the payment or Save to pay later. 

 

Review a scanned invoice

Once you scan an invoice, the bill details will appear after a minute. You can tap the invoice image to check, change or delete it. 

Once you save or continue to pay, you won’t be able to edit it. 

What does the attached invoice look like?

Tap the invoice’s image to make sure it’s ok.

Want to change the invoice?

1. Tap Change.
2. Tap Update details.
3. Re-scan your invoice or upload from images.

Want to delete the invoice?

1. Tap Delete.
2. Confirm by tapping Delete invoice.