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Melio Tutorial

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katrinewhite8
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20 views2 pages

Melio Tutorial

Uploaded by

katrinewhite8
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

HOW TO USE MELIO TO PAY BILLS

1. Create an Account

- Go to [Link]

- Sign up using your email

- Add your business details

2. Add Your Bank Account or Card

- Go to Settings → Payment Methods

- Add your bank account or card

3. Add a Bill (Invoice)

- Upload invoice (PDF/photo)

- Enter manually

- Or email invoices to Melio

Melio auto-fills vendor, amount, and due date.

4. Add Your Vendor

- Add vendor name

- Email or bank account

Melio can request bank details from vendors.

5. Schedule the Payment

- Choose payment method

- Choose delivery method

- Set send date


Melio withdraws and delivers payment automatically.

6. Track Payments

- View Pending, In Progress, Completed

- Download receipts

- Sync with QuickBooks

Extra Tips

- Bank transfers are free

- Card payments have a fee but give more flexibility

- Vendors don’t need Melio accounts to receive money

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