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 vendors delivery details
  4. Edit a vendor's account number (Melio-verified billers)
  5. 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. (Optional) Add a Contact name, Email and Phone number.

6. Tap Save.

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

a. Bank transfer (ACH)

b. Let my vendor decide

c. Paper check

8. 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. Just remember to add their email address in Description, so we can send them payment notifications.

 

Edit a vendor’s contact details 

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

Edit a vendor's delivery method

  1. Under Vendors on the home screen, select the relevant vendor.
  2. Tap the i icon. 
  3. Tap Change next to DELIVERY METHOD to update:
    • Bank Transfer (ACH) details
    • Let my vendor decide - we’ll email them to ask how they preferred to get paid
    • Paper check address
  4. Update details and 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 i icon.
  3. Scroll to the end, and tap Delete vendor.
  4. Confirm by tapping Delete.

Tip: Sort your vendors list

Your vendors list is sorted by Recently updated by default.  You can also sort your vendors by which bills are top priority or alphabetically. Under Vendors, tap RECENTLY UPDATED and choose either Priority or Vendor name.

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