After reviewing the bill and clicking Save and schedule payment, you can make a payment like you always do.When you’re ready to schedule the payment you’ll find it in the Pay inbox. Alternatively, you can confirm the details and save it for later.
You can continue to pay the bill right after you review the details. Click Yes, delete this bill in the warning message to continue. Remember that the bill will be deleted permanently. If your account is connected to QuickBooks select the account for reconciliation.
Minbox review full#
You can make this a full or partial payment.
Enter the amount you want to be marked as paid. You can schedule the payment, later, mark the bill as paid (if you paid it outside of Melio) or delete it.Ĭlick More actions and select the relevant one.Ĭlicked Save and pay later ? The bill will be saved in your inbox.Ĭlicked Mark as paid ? The bill will move to the paid tab. NOTE: Pay the bill later, mark it as paid, or delete it. Click Save and schedule payment to continue with the payment. When you review the bill, the missing details will be marked in red. In case of missing details, the bill will be marked with an error icon in both the inbox and under Bill details on the right. Click Save and schedule payment to continue making a payment. Check the bill’s details and change them if needed. The results will be displayed in the inbox. NOTE: Filter your inbox by bills that arrived through your unique email. When a bill arrives in your Pay inbox via your unique email, you’ll get a message to review the details. TIP: Add a note to your digital signature asking to send invoices directly to the Pay inbox email. You can also notify your vendors to start sending invoices directly to your Pay inbox email. Click Forward and paste your Pay inbox email into the recipient space.ī. Share your Pay inbox email with your vendors. Open an email you received from a vendor that meets the requirements.ģ. Forward emails to your Pay inbox email.Īfter copying the email from your Melio account, use it to forward emails with invoices from your regular mailbox to your Pay inbox.Ģ. Click Copy where it says Get invoices directly to Pay Inbox on the right.Ī. You can also find your Pay inbox email in Settings:ģ. It remains even after the message disappears. The copy icon is next to the Sort icon at the top of your Pay menu. 
It will disappear permanently after you click the X on the right.Ģ. The message is at the top of your Pay inbox or in the middle of the screen if it’s empty. Your Pay inbox email looks like this: [business name _4 random. Invoice must be attached as JPEG/PNG/GIF/PDF to the email. Share your Pay inbox email with your vendors.ĥ. Get invoices sent to your Pay inbox 2 ways to do it:ī. We scan and automatically add your bill for you to review and pay.Ģ. With Melio, you can get invoices sent directly to your Pay inbox.
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