Don't have your vendor's delivery details, or are you unsure how they prefer to receive payments? Melio makes it easy to request your vendor's delivery details so they can receive payments exactly as they choose.
This guide includes details on:
- Requesting delivery details from a new vendor when making a payment
- Requesting delivery details when adding a new vendor
- Requesting delivery details from an existing vendor
- Requesting delivery details from multiple vendors at once
Payment delivery time depends on when your vendor fills out their details. Once they do, you'll receive an email notification with an estimated delivery date based on typical delivery timelines. For more information on delivery timelines based on the vendor's delivery method, check out this guide.
Melio may need a bit of extra time to review your first payment to a new vendor. Schedule these payments in advance to avoid any delays. You can also send a vendor a new request for delivery details every 48 hours.
When does the delivery details request link expire?
The link remains valid for 7 business days. If your vendor doesn't submit their delivery details within this timeframe, any scheduled payment will be canceled and you'll receive an email notification.
Can I request delivery details for vendors I've paid before?
Yes! You can still send your vendor a request to update their preferred delivery method. Once they respond, their details will be saved automatically and applied to all future payments.
Requesting delivery details from a new vendor when making a payment
1- From any tab on your Pay dashboard, select + New payment.
2- On the Create bill page, enter the Vendor business name under Bill details.
3- Select + Add new vendor.
If you see a match come up after entering your vendor's business name, you can immediately add the vendor from Melio's network. Please see the following guide to learn more about vendors from Melio's network and how to add them to your account.
When adding a vendor from Melio's network, you won't be able to request delivery details. Instead, the payments will be delivered according to the vendor's preset preference.
4- The Add vendor page will populate on the right side of your screen. Enter all available details, including the vendor’s Email address. This is where the delivery details request will be sent.
5- Under Delivery method, select either the Domestic or International tab, depending on how your vendor will receive payment.
6- Under your chosen tab, select Ask vendor. This lets your vendor choose how they'd like to receive payment and provide their own delivery details via email.
If you select the International tab and haven't set up international payments yet, you'll be prompted to activate this feature before sending the request. Select Activate to proceed.
During activation, you'll need to provide some additional business details and agree to the terms and conditions for international payments. Once complete, select Done. International payments will then be enabled, and you'll be able to send payments in USD or foreign currency.
You'll now see Vendor's choice listed under the International tab. Select Ask vendor to allow your vendor to provide their own international delivery details via email.
7- Select Save and send request to save the new vendor to your account and send the email request for delivery details.
8- Back on the Create bill screen, enter the remaining bill details for your payment. Then, select Continue to pay.
After entering the required bill details, you can also select Save and close to be brought back to your Pay dashboard. Your new bill will be saved to your Melio account.
9- On the Pay bill page, under What your vendor receives, you'll see Vendor's choice listed with a status of Pending.
10- Review and enter the remaining details needed for your payment, and select Confirm and pay.
11- Once your payment is successfully scheduled, you'll see a warning indicating the date by which your vendor needs to provide their delivery details to ensure timely processing.
12- Your vendor will receive an additional email prompting them to provide their bank details before the payment is sent. To learn more about what your vendor sees when they receive your delivery details request, refer to the following guide.
That's it! You've successfully requested delivery details from your vendor while scheduling your payment. Once your vendor provides their delivery details, your payment will be sent accordingly.
Requesting delivery details when adding a new vendor
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- Select + Add new vendor.
If you see a match come up after entering your vendor's business name, you can immediately add the vendor from Melio's network. Please see the following guide to learn more about vendors from Melio's network and how to add them to your account.
When adding a vendor from Melio's network, you won't be able to request delivery details. Instead, the payments will be delivered according to the vendor's preset preference.
4- Enter all available details, including the vendor’s Email address. This is where the delivery details request will be sent.
5- Under Delivery method, select either the Domestic or International tab, depending on how your vendor will receive payment.
6- Under your chosen tab, select Ask vendor. This lets your vendor choose how they'd like to receive payment and provide their own delivery details via email.
If you select the International tab and haven't set up international payments yet, you'll be prompted to activate this feature before sending the request. Select Activate to proceed.
During activation, you'll need to provide some additional business details and agree to the terms and conditions for international payments. Once complete, select Done. International payments will then be enabled, and you'll be able to send payments in USD or foreign currency.
You'll now see Vendor's choice listed under the International tab. Select Ask vendor to allow your vendor to provide their own international delivery details via email.
7- In the bottom left corner, select Save and close to save the vendor's details and return to the Vendors tab of your dashboard. To proceed directly to a payment for the vendor, select Save and pay.
That's it! Your vendor will receive an email asking them how they'd like to receive payments. To learn more about what your vendor sees when you send this delivery details request, refer to the following guide.
Requesting delivery details from an existing vendor
1- In your Pay dashboard, select the Vendors tab.
2- Select the vendor’s name you want to request details from.
3- The Vendor details screen will populate on the right side of your screen. Look for the Delivery methods section.
4- Select + Add another.
5- Next to Vendor’s choice, select Ask vendor.
You can send vendors a new request for delivery details every 48 hours.
That's it! Your vendor will receive an email asking how they'd like to receive payments and prompting them to provide their delivery details.
Requesting delivery details from multiple vendors at once
Melio offers a simple way to request payment delivery details from multiple vendors simultaneously. To do so, follow these steps:
1- From the Pay dashboard, select the Vendors tab.
2- Check the box next to each vendor from whom you want to request delivery details.
3- Select More at the bottom of the page.
4- In the dropdown menu, select Request delivery details.
You can also request a W-9 form from multiple vendors simultaneously. Simply select Request W-9 form. See this guide for detailed instructions.
5- A Request delivery details popup will appear. Review the vendor list to confirm everything is correct, then select Send X requests.
When sending multiple delivery details requests at once, all vendors will need an email address on file.
There are a few exceptions for vendors who can't be sent delivery details requests this way:
- Vendors who already received a delivery details request in the last 48 hours
- Vendors who are part of Melio's Network
- International vendors
You'll get a notification if any of these apply. Hover over the blue circle next to the vendor's name for more information.
That’s it! You've successfully sent requests for delivery details to your vendors. Each vendor will receive an email asking how they'd like to receive payments and prompting them to provide their delivery details.