How to add a vendor

Adding vendors to Melio reduces duplicate entries and ensures accurate, hassle-free payments.

This article explains all the ways to add new vendors to your Melio account. 

There are multiple ways to add a vendor to your account:

• Adding a vendor from the Vendors tab
• Adding a vendor when creating a bill
• Adding a vendor when making a payment
• Adding vendors when integrating with accounting software
• Uploading multiple vendors to your account

Adding a vendor from the Vendors tab

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.

3 - As you type, the drop-down list will populate with possible matches in the existing Melio’s network. 

If there is a match, you can immediately add a vendor from Melio’s network. Please see the following guide to learn more about adding a vendor from Melio's Network.

If there are no relevant matches or you want to add a new vendor manually, select +Add new vendor.

4 - You will be prompted to the Add a vendor page. Enter the vendor’s details, starting with Business details.

• Vendor business name instructions:
  • This field is mandatory for submission.
  • To avoid potential processing issues, enter a full vendor’s name rather than a partial one or a nickname. If you enter just one word, you will see a notification.

• If you enter the word “bank,” you will see a notification asking you to use a bank name only if you’re paying a bank directly. 

To make the payment process as smooth as possible, we suggest completing all optional fields.

5 - Submit the Vendor’s address details.

• The address section is optional. You can skip it or submit the details later on.
• The United States is selected by default. You can select a different country from the drop-down list.
• The Country field lists only countries eligible for Melio payments. If you don't see a country, Melio payments are not supported there.
• Once you pick a country, you won’t be able to change it.
• As you type the address, additional fields will appear.

• If our system does not verify the address you entered, you may see a suggested address and choose which one to use. 

If the vendor is from the US, and you choose a paper check as a delivery method, the address provided here will be suggested as the address for paper check delivery. You can use it or change it later if necessary.

6 - If the vendor is a 1099 contractor, you can mark it and use Melio to collect a W-9 form from them in advance. This step is optional; you can skip it or edit it later if needed. 

To learn more about 1099 and W-9 forms, see the following guide.

7 - Review all the details and make sure they are correct. Then, select Continue at the bottom right of the screen.

8 - You will be prompted to select the vendor’s payment delivery method. 

That’s it. You successfully added a new vendor.

Adding a vendor when creating a bill

1 - Go to the Bills tab and select Create a bill. You will be prompted to the Bill details page.

2 - Type the vendor's name in the Vendor business name field.

3 - As you type, the drop-down list will populate with possible matches in the existing Melio’s network.

If there is a match, you can immediately add a vendor from Melio’s network. Please see the following guide to learn more about adding a vendor from Melio's Network.

If there are no relevant matches or you want to add a new vendor manually, select +Add new vendor.

4 - The Add vendor pop-up window will appear on the right side of the screen. Enter vendor’s details, starting with Business details.

• Vendor business name instructions:
  • This field is mandatory for submission.
  • To avoid potential processing issues, enter a full vendor’s name rather than a partial one or a nickname. If you enter just one word, you will see a notification.

• If you enter the word “bank,” you will see a notification asking you to use a bank name only if you’re paying a bank directly. 

To make the payment process as smooth as possible, we suggest completing all optional fields.

5 - Submit the Vendor’s address details.

• The address details section is optional. You can skip it or submit the details later on.
• The United States is selected by default. You can select a different country from the drop-down list.
• The Country field lists only countries eligible for Melio payments. If you don't see a country, Melio payments are not supported there.
• Once you pick a country, you won’t be able to change it.
• As you type the address, additional fields will appear.

• If our system does not verify the address you entered, you may see a suggested address and choose which one to use. 

If the vendor is from the US, and you choose a paper check as a delivery method, the address provided here will be suggested as the address for paper check delivery. You can use it or change it later if necessary.

6 - Review all the details and make sure they are correct. Then, select Save at the bottom right of the screen.

That’s it. You successfully added a vendor and can proceed with creating a bill.

Adding a vendor when making a payment

1 - Select + New payment in the top right corner of the screen. You will be prompted to the Bill details page.

2 - Type the vendor's name in the Vendor business name field.

3 - As you type, the drop-down list will populate with possible matches in the existing Melio’s network.

If there is a match, you can immediately add a vendor from Melio’s network. Please see the following guide to learn more about adding a vendor from Melio's Network.

If there are no relevant matches or you want to add a new vendor manually, select +Add new vendor.

4 - The Add vendor pop-up window will appear on the right side of the screen. Enter vendor’s details, starting with Business details.

• Vendor business name instructions:
  • This field is mandatory for submission.
  • To avoid potential processing issues, enter a full vendor’s name rather than a partial one or a nickname. If you enter just one word, you will see a notification.

• If you enter the word “bank,” you will see a notification asking you to use a bank name only if you’re paying a bank directly. 

To make the payment process as smooth as possible, we suggest completing all optional fields.

5 - Submit the Vendor’s address details.

• The address details section is optional. You can skip it or submit the details later on.
• The United States is selected by default. You can select a different country from the drop-down list.
• The Country field lists only countries eligible for Melio payments. If you don't see a country, Melio payments are not supported there.
• Once you pick a country, you won’t be able to change it.
• As you type the address, additional fields will appear.

• If our system does not verify the address you entered, you may see a suggested address and choose which one to use. 

If the vendor is from the US, and you choose a paper check as a delivery method, the address provided here will be suggested as the address for paper check delivery. You can use it or change it later if necessary.

6 - Review all the details and make sure they are correct. Then, select Save at the bottom right of the screen.

That’s it. You successfully added a vendor and can proceed with making a payment.

Adding vendors when integrating with accounting software

Another way to add vendors to your Melio account is by connecting it to your accounting software. Visit the Integrations section in our Help Center to learn which software we support, how to connect it, and what data can be synced.