Add, edit or delete vendor contact details in the Melio app

  • Updated

You can easily add, edit contact details or delete a new vendor in the Melio app. 

Here, we’ll show you how to:

  1. Add a vendor
  2. Edit a vendors contact details
  3. Edit a vendor's account number (Melio-verified network of billers)
  4. Delete a vendor

Add a vendor 

When adding a vendor, you’ll have the option to add a Contact name, Email and Phone number. We recommend that you add these details so your vendor gets updates about payments coming their way. 

  1. Tap + on the home screen.
  2. Tap Add a vendor.
  3. Start typing the name of your vendor. 

If they’re available in Melio's Network, select the company name. Add the account number unique to your company and tap Save

4.Otherwise, tap + to add your new vendor. 

5. Tap Save.

6. Select how your vendor gets paid. You have three options:

a. Bank transfer (ACH)

b. Let my vendor decide

c. Paper check

7. Add your vendor's details and tap Save, or tap I’ll do it later.

That's it! Your vendor is now added to the list of vendors available in your Melio account.  


Note: Add a vendor when paying a bill

You can also add a vendor when adding a bill or scanning an invoice from the home screen. Adding a vendor separately is better as we’ll have their email address to send them payment notifications. 


Edit a vendor’s contact details 

  1. Under Vendors on the home screen, select the relevant vendor.
  2. Tap Vendor details
  3. Tap Edit next to CONTACT DETAILS. From here, you can update:
    • Vendor company name
    • Contact name
    • Email
    • Phone number
  4. Tap Save.

Edit a vendor's account number

This is only available for vendors who are part of the Melio-verified network of billers, and refers to the account number unique to your company.

  1. Under Vendors on the home screen, select the relevant vendor.
  2. Tap Edit next to ACCOUNT NUMBER.
  3. Edit the account number and tap Save

Delete a vendor

  1. Under Vendors on the home screen, select the relevant vendor.
  2. Tap the three dots on the top right of your screen.
  3. Select Delete vendor.
  4. Confirm by tapping Delete.

Tip: Sort your vendors list

Your vendors list is sorted alphabetically by default.  You can also sort your vendors by the last one you updated. Under Vendors, tap VENDOR NAME, and select Recently updated

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