Do you not have your vendor’s payment delivery details, or are you unsure how they prefer to receive payments? Melio makes it easy for you to request your vendor's payment details, so they can receive payment exactly as they choose.
❗Important notes:
- Payment delivery time depends on when your vendor fills out their details. Once they do, you’ll receive an email notification with an estimated time of delivery, based on typical delivery timelines.
- When submitting a payment to a vendor for the first time, we may need a bit of extra time to review the payment. Schedule these in advance to avoid any delays.
This article covers the following topics:
- How to request payment delivery details:
- When does the payment request link expire?
- Can I request payment info for vendors I’ve paid before
How to request payment details from your vendors
Melio makes it easy to request payment details from:
Requesting payment delivery details from a single vendor
Vendor payment details can be requested in two ways:
Requesting payment details from a new vendor
1 - Start adding a new vendor or scheduling a payment.
2 - When asked how your vendor would like to receive payment, select Not sure? Let the vendor choose.
3 - Enter your vendor’s email address (mandatory) and phone number (optional).
- If you are just adding a vendor:
a. Select Save and close to send the request.
b. Or select Save and add bill if you want to proceed with adding a bill.
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If you are scheduling a payment:
a. Select Save and continue.
b. Select the payment deduction date from the calendar and continue with the payment as usual. The request will be sent after you complete the payment scheduling.
Please note: You’ll see a note under the payment deduction date indicating by which day your vendor needs to provide the payment details to ensure timely payment.
That’s it. Your vendor will get an email asking them how they’d like to get the payments. The message will include your details so they can easily recognize who it’s from. Learn more about what your vendor sees.
Requesting payment details from an existing vendor
1 - From the Pay dashboard, select the Vendors tab.
2 - Select the vendor from whom you want to request payment details.
3 - On the Vendor details page, locate the Delivery methods section.
4 - Select Send request.
Please note: If we don’t have your vendor’s email, you’ll see a pop-up message. Enter their email and select Send request.
That’s it! Your vendor will get an email asking them how they’d like to get the payments. The message will include your details so they can easily recognize who it’s from. Learn more about what your vendor sees.
Requesting payment 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 payment details.
3 - Select More at the bottom of the page.
4 - In the drop-down menu, select Request delivery details.
You can also request a W-9 form from multiple vendors simultaneously. This guide shows you how.
5 - A Request delivery details window will appear. Here you can review the vendor list to which you are sending a request. If everything is correct, select Send X requests.
Please note:
- The requests will only be sent to vendors who have an email address on file with us.
- Vendors who have previously received this request won’t get it again.
Notifications will appear to inform you when this occurs.
That’s it. You successfully sent payment delivery details requests to your vendors.
When does the payment request link expire?
The link remains valid for 7 business days. If your vendor does not submit their details within this timeframe, any scheduled payment will be canceled, and you’ll receive an email notification.
Can I request payment info for vendors I’ve paid before
No worries! You can still send your vendor a request to update their preferred method of payment. Their response will be saved for all future payments and updated automatically after they submit the delivery details.