Paying your vendors in the way they prefer is crucial to a positive relationship. A vendor profile in Melio can have multiple domestic delivery methods on file, but it cannot have both domestic and international ones. So if your vendor has previously been paid domestically and wants a payment sent to their international office, you'll need to set up a separate vendor profile just for that.
This guide walks you through setting up a new vendor profile for international payments.
Setting up an international vendor profile
1- Sign in to your Melio account.
2- Select Pay in the left sidebar.
3- Select the Vendors tab.
4- Select + Add vendor in the top right corner.
5- Enter the Vendor business name and then 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 input their international delivery details. Instead, the payments will be delivered according to the vendor's preset domestic delivery preference.
6- Enter the vendor's Business details, starting with a review of the Vendor business name. This field is required.
If you already have a domestic profile for your vendor, ensure the business name entered is different. If not, when you go to save the new international profile for the vendor, you will receive an error.
7- (Optional) Enter the Vendor contact name, Account number, Email address, and Phone number.
8- 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.
9- Begin entering the full address into Address line 1. As you type, suggested options will populate in a dropdown. If you see the correct match, go ahead and select it. If not, please select + Enter address manually.
10- Review and/or enter the address details in the Address line 1, Address line 2, City, and ZIP code fields that populate.
11- You will then be prompted to select the vendor’s Delivery method. Select the International tab.
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 to your vendor in either USD or a foreign currency.
12- If you know your vendor's international bank account information, select + Add details.
If you do not know your vendor's international bank account information, or would prefer that they fill in the information, select Ask vendor. This will prompt an email to be sent to your vendor’s email address asking them to complete their delivery information. Check out this guide for more information.
13- Enter the Vendor bank details and Vendor legal details.
Once you set a vendor's currency, you cannot go back and edit it later.
You may be asked to input your vendor's SWIFT and IBAN numbers. Take a look over the linked guides for more information on these details.
14- Select Add.
15- (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.
16- Review all the entered vendor details to ensure they are correct.
17- 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.
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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 your vendor's email address to use this option.
That's it! Your vendor's international profile is now saved to the Vendors tab. Keep in mind this is a separate profile from any domestic profile for the same vendor, so be sure to select the correct one whenever you pay them.