Once you set up your Melio account and create your own Melio page, you're ready to send your first payment request.

But what do your customers see when they pay you through Melio?

What paying with Melio looks like

The payment request page

This is your Melio payment request. It includes the amount you set, your invoice number, the bill's due date and any notes you'd like to include.

NOTE: Your general Melio link (this is a link you create. To learn how to do it, read this article) looks the same as the payment request, but without an amount and invoice number. It's empty so that customers can enter their details.

Whether your customer logs in or continues as a guest, they will have the same experience sending a payment through Melio.

Picking a payment method

Your customers can choose to pay directly from their bank accounts using an ACH transfer (free), their debit card (free) or a credit card* (2.9% tax-deductible fee). You can also choose to allow free credit card payments by paying the fee for them - see how.

Once selected, they connect their preferred payment method. If they're Melio users, they can log in to their account where their preferred payment method will be available for selection.

Scheduling the payment

Next, they'll select the date they'd like the payment to arrive.

Leaving a note

They can leave a note for you if they'd like.

The default placeholder text is the invoice number.

Reviewing the payment

Before completing payment they can take another look and make sure everything looks right.

That's it.

And as always, if you have any questions, don't hesitate to reach out to support@meliopayments.com

*Subject to card network limitations

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