Adding a new customer in the Melio mobile app allows you to quickly and easily request payments from them. This article guides you through the process of adding a new customer directly from your Melio mobile app.
This article is for the Melio iOS app.
Adding a new customer in the Melio App
1 - From your Melio mobile app, select Get paid at the bottom of the screen.
2 - On the Get Paid dashboard, select the plus icon (+) at the bottom right.
3 - From the actions menu that appears, select Add a customer.
Alternatively, you can select Add a customer at the top of the home screen.
4 - Depending on the selection, submit the customer details:
- Customer business name (at least 3 characters long)
- Contact first name
- Contact last name
- Email address
- Phone number
5 - Select the Add customer button at the bottom of the screen.
That’s it. You successfully added a new customer, and they are now ready to receive a payment request from you.
The customer will now appear in the Customers tab.
You can continue by requesting a payment or just close the page.