Sometimes you may pay a bill outside of Melio. In these cases, you can mark the bills as paid to avoid paying them twice.
For such cases, Melio lets you mark a bill as paid or unpaid to move it to the right tab. This means you're always in control of your business’s bill payments.
This guide will show you how to:
Marking a bill as paid
When you mark a bill as paid, it will move from the Bills tab to the Payments tab.
Here's how it's done:
1- Sign in to your account.
2- Select Pay in the left sidebar.
3- In the Bills tab, find the bill you want to mark as paid.
4- Select the three dots on the right.
5- Select Mark as paid from the dropdown list.
6- In the confirmation window, select Mark as paid.
Is your account synced with an accounting software?
If your account is synced with an accounting software, you'll be asked to select the account it was paid from. Select it and then select Mark as paid to continue.
That's it! Your bill is labeled Marked as paid and moved to the Payments tab.
Marked as paid payments can be identified in the Payments tab by the Marked as paid Status.
To filter by Marked as paid payments only, select Filters and check the Marked as paid Status. Then, select Apply to save the filter.
Marking a bill as unpaid
Which payments can be marked as unpaid?
You can mark bills as unpaid only if you previously marked them as paid. You can't unmark a payment that was successfully paid through Melio.
When you mark a bill as unpaid, it moves from the Payments tab to the Bills tab. From the Bills tab, you can schedule a payment just as you always do.
Here's how to do it:
1- Sign in to your account.
2- Select Pay in the left sidebar.
3- Go to the Payments tab.
4- Find the bill that was previously marked as paid and select the three dots.
5- Select Mark as unpaid.
6- Your bill will now move back to the Bills tab.
That's it! You can now schedule a payment for this bill whenever you're ready.