Finding and adding new vendors to your Melio account is simple with Melio's network. This network connects you to thousands of businesses, making it easy to find and add vendors directly from within Melio. With just a few actions, you can seamlessly expand your vendor list and start managing payments without the hassle of manual entry.
Approved vendors within Melio’s network will appear with this verification badge next to their name so you can quickly identify them:
How do I benefit as a payor?
- Vendor discovery - Easily find vendors.
- Pay quickly—You don't need to collect and save your vendor’s bank details. If they’re part of the network, you can pay them in a few simple steps.
- Security - Pay through a network of verified vendors approved by Melio’s risk and compliance teams.
- Vendor satisfaction - Meet your vendors’ payment preferences to create positive experiences and reinforce strong relationships.
When adding a vendor from Melio’s network, you won’t be able to select how the vendor will receive their payments. Instead, the payments will be delivered according to the vendor's preset preference.
This guide will walk you through the steps to add a vendor from Melio’s network while covering the following sections:
- How to add a vendor from Melio’s network
- How to add a vendor from Melio’s network when creating a bill
- What to do if you cannot change the payment method of a vendor?
How to add a vendor from Melio’s network
To add a vendor from Melio's network, navigate to the Vendor tab and follow the steps below.
1 - From your Vendors tab, select +Add Vendor.
2 - In the Add Vendor screen, type the name of the vendor you would like to add. As you type, the drop-down list will populate with possible matches in the existing network.
3 - Check the drop-down list to see Melio's network vendors. To add one of the Vendors from Melio's network, select the desired vendor from the list.
Please note:
If the vendor you are looking for does not appear in the drop-down list, it is not part of Melio's network. In this case, you can still manually add the vendor.
To do this:
1 - Select +Add Vendor.
2 - Add vendor details. Then, select Continue.
4 - The vendor details will now appear on the screen. Review these details to ensure that this is indeed the vendor you wish to make a payment to.
If the details don't match the vendor you’re looking for, select X to begin a new search or manually add a vendor.
5 - Once you have confirmed the vendor details are correct, select Save and close to add the vendor to your account.
Please note:
If you would like to make a payment to this vendor immediately, select Save and pay. You will then be prompted to the Bill details page.
That’s it! You successfully added a vendor from Melio's network. You will see a confirmation message in your account.
Additionally, this vendor will be marked with a purple badge.
How to add a vendor from Melio’s network when creating a bill
New vendors from Melio's network can also be added while you create new bills. To do so, follow the steps below.
1 - Select the Bills tab. You can then create a new bill by selecting Create Bill or +New Payment.
Please note:
Alternatively, you can import an invoice by selecting Import bills. Then, select Upload bills.
Once the invoice is uploaded, you will be redirected to the Bill Details page.
2 - You will now be prompted to enter the bill details for your new bill. Begin by entering the vendor's name in the Vendor business name field.
3 - Check the drop-down list to see Melio's network vendors. To add one of the Vendors from Melio's network, select the desired vendor from the list.
4 - In the pop-up window, review all the details of the selected vendor to ensure this is the vendor you want to send payments to:
- Business name
- Address
- Email address
- Contact name
- Phone number
If the details don't match the vendor you’re looking for, select X to begin a new search or manually add a vendor.
5 - After reviewing all the details, select Add Vendor to save the information.
That’s it! You will now see the confirmation message and can proceed with creating a bill.
Additionally, the vendor will have a purple badge next to its name.
What to do if you cannot change the payment method of a vendor?
You may find that a vendor you previously added or paid has a pre-set delivery method after joining Melio’s network. This is because when vendors become verified on Melio’s network, they can choose their preferred payment method. Instead of you selecting the payment method, vendors now manage their own, ensuring their preferences are always up to date.
When a vendor joins Melio’s network and becomes verified, their payment delivery method is automatically set based on their choice. This locks the payment delivery method for both security and efficiency, so you can no longer manually change it.
How to change the payment delivery method?
In such cases, only the vendor can change their payment delivery method. If you believe the delivery method needs to be changed (e.g., from bank transfer to check), please contact the vendor directly and ask them to make the change on their side or reach out to customer support.
Please note: Notifications of Payment Method Changes.
If you have upcoming payments to a verified vendor and they change their payment receiving method, you will receive an email notifying you.