With Melio, you can create bills and schedule payments in multiple ways. You can also make a payment to a specific vendor without first creating a bill. To learn more, please follow the steps below.
Paying a vendor without creating a bill
1- Sign in to your Melio account.
2- In the Vendors tab, find the specific vendor you would like to pay.
3- Enter the amount you want to pay in the Open balance field.
4- Select the Review & pay button at the bottom of the screen.
If you haven't already done so, you may be asked to link a payment method to your account.
5- In the Scheduling screen, you can select a Payment method using the drop-down arrows next to the payment method.
6- You can add or change the delivery method by using the drop-down arrow next to the Delivery method.
If a delivery method is not yet set for the vendor, you will need to add a delivery method before proceeding with the payment. You can do this by selecting the drop-down arrow next to the delivery method and then selecting + Add delivery method.
7- The Debit date can be edited by selecting the drop-down menu in the Debit date column. You can then select the debit date from the calendar.
8- You can edit the Delivery speed by using the toggle next to the delivery speed options.
9- You can add a memo to the vendor or an invoice number by selecting the 3 dots on the right of the payment details.
10- To continue with the payment, select the Confirm and pay button at the bottom of the dashboard.
That’s it! Your payment is now scheduled without you having to create a bill.