Adding vendors to Melio keeps your payment workflow organized, ensures you always have accurate delivery details on hand, and reduces duplicate entries. There are a few ways you can do this.
This guide will show you how to:
- Add a vendor from the Vendors tab
- Add a vendor when creating a bill
- Add a vendor when making a new payment
To learn more about adding multiple vendors to your account using a CSV or Excel file, please see the following guide.
Is your Melio account synced with your accounting software?
Another way to add vendors to your Melio account is by syncing with your accounting software. Visit the Integrations section in our Help Center to learn which accounting software programs we support, how to connect them, and what data can be synced.
Add a vendor from the Vendors tab
1- From the Vendors tab, select + Add vendor in the top right corner.
2- On the Add vendor screen, enter the Vendor business name.
3- As you enter the Vendor business name, a dropdown list of possible matches from Melio's Network will appear.
- If there is a match, you can add the vendor right away from Melio's Network. Check out this guide to learn more.
- If there are no relevant matches or you want to add the vendor manually, select + Add new vendor.
4- Enter the vendor's Business details, starting with a review of the Vendor business name. This field is required.
To avoid potential processing issues, enter a full name for the vendor, 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 only use a bank name if you’re paying a bank directly.
5- (Optional) Enter the Vendor contact name, Account number, Email address, and Phone number.
- Adding an Account number can make it easier for your vendor to match your payments to your account. You can also use any other reference that helps your vendor identify you.
Completing all optional fields helps make the payment process as smooth as possible.
6- Next, enter the vendor’s Address by first choosing the Country.
- The United States will be selected by default, but you can select a different country from the dropdown list.
- The Country field only includes countries where Melio payments are supported. If you don't see a country, Melio payments are not supported there.
Once you set a vendor’s country, you cannot go back and edit it later.
7- Begin entering the full address into Address line 1.
- As you enter the address, suggested options will populate in a dropdown list. If you see an address that is the correct match, go ahead and select it. If not, please select + Enter address manually.
8- Review and/or enter the address details in the Address line 1, Address line 2, City, State (only if the vendor is in the US), and ZIP code fields that populate.
9- You will then be prompted to select the vendor’s Delivery method. You can skip this step and add the delivery method later.
- If you would like to add the Delivery method here, you'll need to provide the required details based on your selection. For example, bank account information for an ACH Transfer or a Paper check address.
- If you are unsure, you can also send a request to the vendor asking them how they would like their payment delivered.
10- (Optional) You can choose to mark the vendor as a 1099 contractor and/or add their W-9 form. To learn more about 1099 and W-9 forms, see the following guide.
To send a W-9 form request through Melio, your account will need to be subscribed to the Core plan or higher.
11- Review all the entered vendor details to ensure they are correct.
12- Based on the previous selections, choose between Save and close, Save and pay, or Continue and send request in the bottom right corner.
- Save and close will take you back to the Vendors tab. Your vendor will now be saved to your account.
- Save and pay will take you to the Create bill page. You can continue filling out the details needed to pay your vendor.
-
Continue and send request will send a W-9 form request to your vendor and take you to the Create bill page.
- You'll need to have entered an email address for your vendor to use this option.
If you chose to add your vendor’s address manually, you may see a Vendor address verification box populate.
If you do see this box appear:
- Review the Suggested address, which has already been verified in Melio’s system.
- Choose between the Suggested address or the Original address, and then select Save and continue.
- Alternatively, you can select Edit vendor address to be brought back to the Add vendor page.
That’s it! You’ve successfully added a new vendor.
Add a vendor when creating a bill
1- From the Bills tab, select the option to Create a bill.
Alternatively, you can import a bill from a file or upload multiple bills at once using a spreadsheet.
For more detailed instructions on this process, you can check out the following guides:
Once the bill is uploaded, you will be redirected to the Create bill page.
2- On the Create bill page, enter the Vendor business name under Bill details.
3- As you enter the Vendor business name, a dropdown list of possible matches from Melio's Network will appear.
- If there is a match, you can add the vendor right away from Melio's Network. Check out this guide to learn more.
- If there are no relevant matches or you want to add the vendor manually, select + Add new vendor.
4- The Add vendor page will populate on the right side of your screen. Enter the vendor's Business details, starting with a review of the Vendor business name. This field is required.
To avoid potential processing issues, enter a full name for the vendor, 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 only use a bank name if you’re paying a bank directly.
5- (Optional) Enter the Vendor contact name, Account number, Email address, and Phone number.
- Adding an Account number can make it easier for your vendor to match your payments to your account. You can also use any other reference that helps your vendor identify you.
Completing all optional fields helps make the payment process as smooth as possible.
6- Next, enter the vendor’s Address by first choosing the Country.
- The United States will be selected by default, but you can select a different country from the dropdown list.
- The Country field only includes countries where Melio payments are supported. If you don't see a country, Melio payments are not supported there.
Once you set a vendor’s country, you cannot go back and edit it later.
7- Begin entering the full address into Address line 1.
- As you enter the address, suggested options will populate in a dropdown list. If you see an address that is the correct match, go ahead and select it. If not, please select + Enter address manually.
8- Review and/or enter the address details in the Address line 1, Address line 2, City, State (only if the vendor is in the US), and ZIP code fields that populate.
9- You will then be prompted to select the vendor’s Delivery method. You can skip this step and add the delivery method later.
- If you would like to add the Delivery method here, you'll need to provide the required details based on your selection. For example, bank account information for an ACH Transfer or a Paper check address.
- If you are unsure, you can also send a request to the vendor asking them how they would like their payment delivered.
10- Review all the entered vendor details to ensure they are correct.
11- Select Save in the bottom right corner.
If you chose to add your vendor’s address manually, you may see a Vendor address verification box populate.
If you do see this box appear:
- Review the Suggested address, which has already been verified in Melio’s system.
- Choose between the Suggested address or the Original address, and then select Save and continue.
- Alternatively, you can select Edit vendor address to be brought back to the Add vendor page.
That’s it! You’ve successfully added a new vendor and can continue filling in the Bill details.
Add a vendor when making a new payment
1- From any tab on the Pay dashboard, select + New Payment in the top right corner of your screen.
2- On the Create bill page, enter the Vendor business name under Bill details.
3- As you enter the Vendor business name, a dropdown list of possible matches from Melio's Network will appear.
- If there is a match, you can add the vendor right away from Melio's Network. Check out this guide to learn more.
- If there are no relevant matches or you want to add the vendor manually, select + Add new vendor.
4- The Add vendor page will populate on the right side of your screen. Enter the vendor's Business details, starting with a review of the Vendor business name. This field is required.
To avoid potential processing issues, enter a full name for the vendor, 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 only use a bank name if you’re paying a bank directly.
5- (Optional) Enter the Vendor contact name, Account number, Email address, and Phone number.
- Adding an Account number can make it easier for your vendor to match your payments to your account. You can also use any other reference that helps your vendor identify you.
Completing all optional fields helps make the payment process as smooth as possible.
6- Next, enter the vendor’s Address by first choosing the Country.
- The United States will be selected by default, but you can select a different country from the dropdown list.
- The Country field only includes countries where Melio payments are supported. If you don't see a country, Melio payments are not supported there.
Once you set a vendor’s country, you cannot go back and edit it later.
7- Begin entering the full address into Address line 1.
- As you enter the address, suggested options will populate in a dropdown list. If you see an address that is the correct match, go ahead and select it. If not, please select + Enter address manually.
8- Review and/or enter the address details in the Address line 1, Address line 2, City, State (only if the vendor is in the US), and ZIP code fields that populate.
9- You will then be prompted to select the vendor’s Delivery method. You can skip this step and add the delivery method later.
- If you would like to add the Delivery method here, you'll need to provide the required details based on your selection. For example, bank account information for an ACH Transfer or a Paper check address.
- If you are unsure, you can also send a request to the vendor asking them how they would like their payment delivered.
10- Review all the entered vendor details to ensure they are correct.
11- Select Save in the bottom right corner.
If you chose to add your vendor’s address manually, you may see a Vendor address verification box populate.
If you do see this box appear:
- Review the Suggested address, which has already been verified in Melio’s system.
- Choose between the Suggested address or the Original address, and select Save and continue.
- Alternatively, you can select Edit vendor address to be brought back to the Add vendor page.
That’s it! You’ve successfully added a new vendor and can continue filling in the details needed to complete your payment.