How to Get a Melio Refund

• Transaction ID: Locate the specific transaction ID associated with the payment you wish to refund.
• Payment Method Details: Gather the details of the payment method used for the transaction (credit card, bank account, etc.).
• Account Information: Ensure you have your Melio account login credentials and any associated business details ready.
• Proof of Payment: Collect any receipts or confirmation emails received at the time of the payment.
• Refund Reason: Prepare a clear and concise explanation for the refund request.
• Customer Information: If applicable, have information about the customer associated with the transaction for validation.
• Previous Correspondence: Review any emails or communications related to the transaction that may assist in processing the refund.
• Compliance with Policies: Familiarize yourself with Melio's refund policies to ensure your request is valid.

At Melio, understanding your billing and refund eligibility is essential as you navigate our services. Melio provides a seamless payment solution designed specifically for small businesses, enabling users to manage their accounts effectively. Users may be eligible for a refund under specific circumstances related to their service usage or account management.

Here are some situations that may qualify for refunds with Melio:

• Billing Adjustments: If you made a payment for services that were not rendered as expected, you may be eligible to request a refund for that particular transaction.
• Account Termination: In certain circumstances, if you have made a payment for ongoing services that you no longer intend to use due to account termination, a refund may be considered based on your service agreement.
• Payment Errors: Should there be an inadvertent discrepancy in the amount billed for a service, users might qualify for a refund for the excess amount charged.
• Service Changes: If there are updates to the services you initially selected and you choose to revert or adjust your plan within a defined period, this may also create eligibility for a refund for the difference in pricing.
• Promotional Offers: If you were charged the full price but qualify for a promotional discount that was not applied at the time of your transaction, a refund for the difference could potentially be considered.

For any of these situations, it’s recommended that users reach out to Melio’s customer support for specific guidance based on their individual account status and transaction history.

Melio provides a streamlined financial management platform, enabling users to handle invoices, payments, and subscriptions effortlessly. Despite the user-friendly interface, various situations can lead users to request refunds for clarification or account adjustments. Here are some scenarios where refunds have been successfully claimed by users of Melio:

• Subscription Adjustment: A small business using Melio's invoicing service realized they had upgraded to a premium plan but did not need the additional features. They contacted Melio support to clarify their subscription and successfully received a refund for the difference after downgrading to a plan that better suited their needs.
• Billing Cycle Mismatch: A user discovered that their billing cycle did not align with their business’s payment structure after a recent system update. By reaching out to Melio's customer service, they were able to explain the situation and received a pro-rated refund for the initial month that caused confusion.
• Accidental Duplicate Payment: An organization processed two payments for the same invoice due to a technical glitch in their accounting software. The user reported the situation through Melio's support channels, providing relevant transaction details, and they were able to receive a refund for the duplicate payment efficiently.
• Change in Service Needs: A contractor using Melio's payment services found that their project needs had changed significantly and decided to cancel their service early. By discussing their circumstance with Melio, they successfully received a partial refund for the unused service period, ensuring they were only charged for what they utilized.

Tracking your refund status with Melio is straightforward and efficient. Here’s how you can stay updated on your refund progress:

• Email Updates: Check your registered email periodically. Melio sends notifications regarding the status of your refunds, including confirmation emails when a refund is initiated and updates as it progresses.
• In-App Notifications: Log into your Melio account and look for in-app notifications. These provide real-time updates about your refund status without needing to leave the platform.
• Account Dashboard: Your account dashboard is a key resource. Navigate to the Billing section to view the status of all refund requests. You can easily track what has been processed and what is still pending.
• Order History: For a detailed view, check the Order History tab in your account. Here, you will find a list of all transactions, including refunds, showing the status for each one.
• Refund Details: Melio provides essential details about the refund process, such as the amount refunded, the transaction that initiated the refund, and estimated timelines for when you can expect to receive it.
• Mobile App Access: If you’re on the go, use the Melio mobile app to track refund statuses. The app mirrors the features available on the desktop version, making it easy to stay updated at any time.