Note: The new Get Paid dashboard is being released on a scheduled rollout plan over October 2021.

Understanding the Get Paid dashboard

The Get Paid dashboard includes four tabs, each reflecting a different stage for your invoices or payments: Unsent, Sent, In-progress, and Paid.

You can apply various filters in each tab or use the search box to view the items most relevant to you.

In this article, you'll learn about:

The Unsent tab

What’s in the Unsent tab?

Here, you will find all the invoices you added to Melio that were not yet sent to customers as payment requests.

What you see here:

The default view of the Unsent tab shows all invoices.

To adjust the view, you can:

  • Click the top of any column to sort the invoices in ascending or descending order.

  • Type in a query in the search box.

  • Choose filters based on due dates from the dropdown menu by clicking the “All due dates” box.

What you can do here:

In the Unsent tab, you can add a new invoice, send payment requests, manually mark invoices as paid, view customer information, or remove them from the system.

To add a new invoice: click the purple + button and follow the instructions on the screen.

For actions on individual invoices:

  • Click the paper plane icon on the right of the item to send a payment request.

  • Click the three dots to see more options: “Edit,” “Mark as paid,” “Customer details,” and “Remove.”

  • Click a row to open the full details of the invoice. From there, you’ll also be able to mark it as paid, edit it, remove it, or send a payment request.

For bulk actions affecting multiple invoices:

  • Tick the boxes to the left of the relevant invoices

  • Choose “Send payment requests” or “More actions” for additional options: “Mark as paid” and “Remove.”

The Sent tab

What’s in the Sent tab?

Here, you will find Melio payment requests sent to customers that have yet to be paid or scheduled.

What you see here:

The default view of the Sent tab shows all payment requests.

To adjust the view, you can:

  • Click the top of any column to sort the requests in ascending or descending order.

  • Type in a query in the search box.

  • Choose filters based on due dates from the dropdown menu by clicking the “All due dates” box.

What you can do here:

In the Sent tab, you can resend payment requests as reminders, manually mark requests as paid, or cancel them. If you choose to cancel a request, your customer will be automatically notified via email

For actions on individual invoices:

  • Click any row to view or edit the details of a specific request.

  • Click the paper plane icon on the right of an item to quickly resend a request.

  • Click the three dots for quick edit options.

For bulk actions affecting multiple invoices:

  • Tick the boxes to the left of the relevant invoices

  • Click “Actions” and choose the relevant option: “Mark as paid” or “Cancel.”

The In-progress tab

What’s in the In-progress tab?

Here, you will find payments that have been scheduled or are currently being processed by Melio. Failed and pending payments also appear here.

What you see here:

The default view of the In-progress tab shows all payments that have been initiated but have not been completed yet.

To adjust the view you can:

  • Click the top of any column to sort the items in ascending or descending order.

  • Type in a query in the search box.

  • Choose multiple filters based on the payments’ status and estimated delivery dates from the dropdown menus by ticking the relevant boxes.

  • Click the ! button to view alerts on Failed, Canceled, or Pending payments.

What you can do here:

In the In-progress tab you can view the status of all upcoming payments. You can also remove canceled or failed payments from the list by ticking the relevant boxes to the left and clicking “Remove.”

The Paid tab

What’s in the Paid tab?

Here, you will find incoming payments that have been completed successfully, including those manually marked as paid.

What you see here:

The default view of the Paid tab shows all completed inbound payments.

To adjust the view, you can:

  • Click the top of any column to sort the items in ascending or descending order.

  • Type in a query in the search box.

  • Choose filters based on the payments’ delivery dates from the dropdown menu by clicking the “All dates paid” box.

What you can do here:

In the Paid tab, you can download your payment history:

  • Click the export button at the top of the screen

  • Select the desired date range.

  • You will then receive a CSV file, which includes the date of payment, invoice number, amount, the name of the customer who paid, and who initiated the payment: you (by sending a payment request) or your customer (by paying you without receiving a Melio payment request).

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