If you have an invoice file for a bill saved on your device, you can upload it directly to Melio to create a new bill. Melio will scan the invoice and automatically fill in the bill details for you, saving you time on manual data entry.
To learn more about the different ways you can import and create bills, see more here.
Here's how to upload an invoice file and create a bill:
1- In your Pay dashboard, select the Bills tab.
3- In the Bills tab, select the Import bills dropdown arrow.
4- From the options menu, select Upload invoice files.
5- You will then be prompted to select an invoice from your device.
Melio accepts PDF, JPEG, JPG, and PNG files up to 10MB. Upload one invoice per bill. The system will scan your invoice and autofill payment details, but always review for accuracy.
6- The invoice will be uploaded and then scanned for information to add to the bill. This process may take a few moments.
7- Once uploaded, the invoice will appear on the left side of the Bill details page. Vendor details populate automatically, and line items—including categories, classes, and locations—are extracted and categorized for you.
- You can replace the invoice with another by selecting Replace.
- You can delete the attached invoice by selecting Delete.
8- Review the automatically scanned details from the invoice that were added to the bill. Make any edits where needed.
9- Select Save and close to save the bill with the invoice attached. To complete the payment, select Continue to pay.
That's it! You've successfully created a new bill using an invoice. You can now find your new bill in the Bills tab, ready for review and payment when needed.