Mark bills as paid/unpaid

  • Updated

Sometimes a bill is paid by another means than Melio. But, you want to avoid paying it again by mistake.

Or, a vendor might deny your payment and you want to make sure you don't forget to pay them.

For such cases, Melio lets you mark a bill as paid or unpaid and move it to the right tab in Pay. So, you’re always in control of your business bill payments.

 

Marking a bill as paid

When you mark a bill as paid, it will move from the Bills tab to the Payments tab under the Paid sub-tab.

Here’s how it’s done:

1. Sign in to your Melio account.

2. Click Pay in the left sidebar.

3. In the Bills tab, find the bill you want to mark as paid.

4. Click the three dots on the right.

5. Select Mark as paid from the dropdown list.

Bills tab- mark bill as paid.png

Note: Is your account synced with an accounting software?

If your Melio account is synced with an accounting software, you’ll be asked to select the account it was paid from. Select it and click Mark as paid to continue. 

Here’s an example for QuickBooks. For Xero it might look a little different.

select the account it was paid from.png

 

6. Your bill is labeled Marked as paid and moved to the Payment tab under the Paid sub-tab. You can also find it in the All sub-tab.

payments tab- bill is marked as paid.png

 

 

Marking a bill as unpaid

When you mark a bill as unpaid, it moves from the Payment 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 Melio account.

2. Click Pay in the left sidebar.

3. Go to the Payment tab.

4. In the Paid sub-tab or the All sub-tab, find the payment you want to mark as unpaid. It’s labeled with Marked as paid

Note: Which payments can be marked as unpaid?

You can mark as unpaid only bills you previously marked as paid. You can’t mark a payment that was successfully paid through Melio.

5. Click View payment

payments tab- view payment.png

 

6. In Payment summary on the right, click Mark as unpaid.

click Mark as unpaid.png

 

7. Your bill is moved to the Bills tab ready for you to pay.

bills tab- bill is back to be unpaid.png

 

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request