You may find you have multiple bills waiting to be paid. You can schedule a payment for all unpaid and partially paid bills in one go.
You can also pay multiple bills from Bills tab. To do so, follow these steps.
This article is relevant for: Core subscribers and Boost subscribers.
Note: Are you subscribed to the Go plan?
This is a premium feature. To enjoy it, start by upgrading your plan.
Here’s how to do it:
1. Sign in to your Melio account.
2. Click Pay in the left sidebar.
3. Go to the Vendors tab.
4. Check the box next to the vendors you want to pay. At the bottom of the page, you can see the total amount and number of vendors you’re paying.
Note: Can I include a payment without a bill?
Yes, you can. To add a payment without a bill check the box next to the vendor’s name and add the amount you want to pay.
5. Click Review and pay to continue.
6. On the Scheduling payments screen, you’ll see the selected payments.
Note: Payments to the same vendor.
You can combine multiple bills for the same vendor into one payment. To do so toggle on Combine payments.
Tips: Get the most out of scheduling payments
- Pay all your bills at once on a set date, or pay each bill on its due date.
- Sort the table by deduction date by clicking on the column title.
- Select a payment method, deduction date and delivery method for each bill separately.
- Ask a vendor to fill out their payment details if you don’t know their delivery method by clicking +Add method.
Notes: Organize the list before making the payment.
- Errors: You can’t schedule the payment if there is missing information.
- Delete a payment: Click the three dots next to the amount and select Remove payment from the dropdown list.
- Add a memo to the vendor (optional): Click the three dots next to the amount and select Add memo to vendor from the dropdown list.
- Adding invoice number (optional): When making a payment without a bill, if you have the invoice number it can be useful for reconciliation purposes. To add it, click the three dots and select Add invoice number.
7. Once all of your payments are ready to go, you’ll see the total amount to be paid and the total fees on the top right of your screen.
8. Click Confirm and pay to schedule the payments.
9. Payments are scheduled. For every payment, you get a separate summary.
At the bottom, you can see the number of summaries. Pass through them by clicking the left/right arrow.
That’s it! Your batch payment is on its way. You’ll receive an email listing all the scheduled payments with relevant details.