General
What is the new Pay experience?
Melio is getting a fresh look that makes it even easier to pay your bills. With the new Pay experience, you get better visibility of vendors, payments, and bills, so you can do everything faster.
This won't affect how you do things, only the way you get there. Customers will get the revamped look gradually to ensure a smooth transition. It might take a while before you see it.
Vendors tab: Now, you can see all your vendors in one place. Pay an open balance or make a new payment to any vendor or biller. And add vendors and their details.
Bills tab: All your bills in one place. Here’s where you can find new bills to pay, see what’s due soon, and easily schedule payments for what’s due later.
Payments tab: Track payment status. Find your payment history here and track the status of active payments from delivery to arrival.
The Payments tab includes 5 sub-tabs: All, Scheduled, In progress, Paid, and Failed. Failed appears only when there is a payment with this status.
Do I need to sync my accounting software again?
No, you don’t need to sync with your software account again.
We keep the sync between the accounts, as well as your bills, vendors' details, and payments.
Confirm you’re synced and check when was the last sync by hovering over the sync Icon on the right side of the page 
Did Settings change?
No, the Settings menu didn’t change at all. We also kept your settings in the new experience.
Get to your account settings like you always have by clicking Settings in the left sidebar.
Do all team members in my account see the same thing?
Yes, just like before. Every team member can take exactly the same actions as they’re used to. The only difference is how you get there.
Did anything change for Get Paid?
No, Get Paid didn’t change. You can continue managing your incoming payments as you always have.
Go to your Get Paid items by clicking Get Paid in the left sidebar as always.
How to contact support?
The same as before. Submit a request or see other ways to contact our customer support team.
Payments
Are all my scheduled payments updated in the new experience?
Yes, all your scheduled payments were transferred to the new experience.
You can find them in the Payments tab in the All sub-tab or in one of the other sub-tabs: Scheduled, In progress, Paid, or Failed.
Where can I find my unpaid bills?
All your unpaid bills were transferred to the Bills tab.
The list is sorted by due date, from the closest date to the furthest.
How do I add a new bill?
The process of adding a new bill is the same as before.
To add a bill:
- Go to the Bills tab.
- Click Add bill.
Where are my scheduled payments?
All your scheduled bills were transferred to the Payments tab.
You can find them in the All or Scheduled sub-tabs.
Where are my paid bills?
All your paid bills were transferred to the Payments tab.
You can find them in the All or Paid sub-tabs.
How can I track my payments?
When the payment is sent to the vendor, it will move to the Payments tab.
Under the Paid sub-tab.
In the Paid sub-tab, the payment progress bar helps you monitor the rest of the journey.
How can I pay in the new experience?
The process of paying and scheduling payments is the same as before. The difference is the starting point.
- When making a payment immediately after adding a bill, you start at the Bills tab. Follow these steps to see how.
- When making a payment for a saved bill, you can start at either the Bills tab or the Vendors tab. Follow these steps to see how.
The new experience lets you also pay without a bill from the Vendors tab. Follow these steps to do so.
How do I schedule multiple payments at once?
Making multiple payments at once got easier.
Go to the Bills tab and check the box next to the bills you want to pay.
Click Review and pay.
See the complete guide here.
You can also schedule multiple payments to the same vendor.
Go to the Vendors tab and click Pay balance next to the vendor you want to pay.
See the complete guide here.
How do I cancel a payment?
You can cancel a payment right until it starts processing.
When it is still labeled Scheduled.
- Find it in the Payments tab under the Scheduled tab.
- Click View Payment.
- Click Cancel payment.
How do I know the balance of my partial payments?
When you partially pay a bill, the remaining balance appears as a bill.
Find it in the Bills tab.
Partially paid bills will state Total bill under the bill’s amount.
Like so:
How do I make partial payments?
The process of making a partial payment is the same as before, by changing the amount with the pencil icon. The difference is where to start.
Go to the Bills tab and click Pay next to the bill you want to partially pay.
Where can I find failed payments?
Failed payments appear in the Payments tab under the Failed sub-tab.
The Failed sub-tab appears only when there are failed payments.
If you have a new failed payment, a red dot will appear on the tab’s name. It will disappear after you get into the tab.
The added failed payment will also have a darker background that will disappear after 3 seconds.
Vendors
Did all my vendors transfer to the new experience?
Yes, all your vendors and their details were transferred to the new experience.
You can find them in the Vendors tab.
How do I add a new vendor?
The process of adding a new vendor is the same as before.
To add a vendor:
- Go to the Vendors tab.
- Click Add Vendor.
Where do I manage my vendors' details?
All your vendors appear in the Vendors tab. Here you can view the details of a vendor, and edit or delete them.
To edit/delete a vendor’s details:
- Find them in the Vendors tab.
- Click the three dots next to them.
- Select the relevant action from the dropdown list.
See the complete guide here.
Where can I find billers?
Billers, vendors, suppliers, and all the recipients of your payments appear in the Vendors tab. Billers and other verified vendors have a verification badge next to their name.