Account management
All about managing your account and team on Melio.
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Billing and plans
- How to delete your subscription payment method
- What happens when my subscription payment fails?
- Understanding your billing receipt
- How do I subscribe to a plan?
- What are the different subscription plans in Melio?
- How to view and manage your Melio subscription plan
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Password and account settings
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Managing your team
- Melio Roles & Permissions
- The different user roles in Melio
- How to approve or decline a payment
- How to create a payment approval workflow
- How to edit a payment approval workflow
- How to delete a payment approval workflow
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Vendor tax forms (W-9 & 1099)
- What is the W-9 & 1099 tab in Melio, and how do I use it?
- How to edit the W-9 form
- Your guide to understanding W-9 and 1099 forms
- How to request a W-9 form from your Vendor
- How to upload a completed W-9 you received from a Vendor
- Fixing W-9 Forms for Vendors whose TIN didn't match