Updating Your Customer’s Contact Information

Please update ALL customer contact information including the A/R company name, contact name, email, and phone number in Vinosmith to ensure successful and accurate delivery of your open invoices. Any open invoices that do not have ALL of the information above, the invoice will not be delivered.

A/R Status Guide

The A/R status of the order will update to one of the following in your Vinosmith account:

Unknown

Invoice has not been confirmed, sent to the customer, or sent to Melio

Pending

Order is confirmed and the invoice has been emailed to the customer (Pending will appear regardless if you’ve included an email address).

Scheduled

The customer has scheduled their payment on Melio.

In-Progress

Funds are on the way!

Paid

Funds are delivered into your bank account.

Don’t see your A/R Status? Click here to contact the Melio & Vinosmith team at partnerships@meliopayments.com


Additional Resources

Vinosmith FAQ

Questions about your Vinosmith account? Check out the FAQ

Paying With Melio

How do I add a credit card?

How do I cancel a scheduled payment?

What will my vendors see?

How do I change the owner of a company in Melio?

About Melio

Interested in integrating Melio into your system?

How secure is Melio payments?

What is your privacy policy?

Is there a mobile app for Melio?

How does Melio Payments make money?

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