Before you can start accepting payments, you need to activate your Melio account. Activation should take 4-5 minutes. Below are the steps you need to complete your activation.
Get started
1- In your Melio dashboard, select Get Paid from the left sidebar.
2- You will see the activation banner at the top of the page. Select Start Activation from the banner. This will open the activation window.
3- In the first step of activation, you will be informed of what information you need to complete activation. To continue with the activation process, select Continue at the bottom of the screen.
Add receiving method
4- Next, you will need to add a bank account. This is the bank account where you would like to receive customer payments. To add a bank account, select the Add bank account button.
5- You will now be prompted to link your bank account through Plaid. The Plaid pop-up will open. Enter your phone number and select Continue. Your phone number is needed for two-factor authentication.
Plaid allows you to safely and securely connect your bank account using two-factor authentication (2FA) - all you need is your online banking credentials. Melio uses Plaid to safely and securely connect to more than 100 banks in the U.S.
6- Select your bank from the list. You can scroll down or use the search bar to search for your bank.
7- Select Continue to log in to proceed.
8- Fill in your bank login credentials. This includes your username and password. Select Sign in to continue.
9- To verify your identity, select Mobile to receive your code, then select Get code.
10- In Verification, enter the code you received and select Submit.
11- Check the box next to the bank account you want to connect to your Melio account.
12- (Optional) Scroll down to "Select additional information you want to share" and check the 2 boxes.
13- Select Continue.
14- Under Terms and Conditions, check the box to accept them and select Connect account information.
15- Select Save to save your bank account with Plaid, or finish without saving.
16- Select Continue to proceed with activation. Your bank account has now been connected successfully.
Add business and ownership details
17- Once you have added your receiving method, select Continue to proceed with activation.
18- Next, enter your business details. These business details will differ depending on the business entity type. They generally include owner details, basic tax information, business address, etc.
19- Enter your business ownership information.
20- Select Continue when done.
21- Once you have entered these details, your account will be activated, and you will be ready to accept payments online. Select Go to dashboard to return to the Get Paid dashboard. To start creating a new invoice, select Create Invoice.
That's it! Your Melio account is now activated and ready to accept customer payments. You can begin creating invoices and managing your payment processing through the Get Paid dashboard.
Learn more about getting started with Melio Get Paid here.