Taking Card Payments for Small Business | How to Get Paid with Melio

Hey guys, my name is Jonathan Reich — and if you can’t tell from the bags under my eyes, I’m an accountant (and a CPA) who just wrapped up the October 15th deadlines. In this video, I’m walking you through how to get credit card payments from your clients using Melio, one of my go-to tools for managing invoices, payables, and receivables. I rely on Melio a lot because it’s simple, reliable, and does everything from sending invoices to accepting payments via ACH, checks, wires, and credit cards — all in one place. Whether you’re trying to collect client payments faster, manage your cash flow, or just want to keep the lights on and the roof over your head, Melio makes it easier. In this walkthrough, I show: How to log in and set up a free Melio account How to create and send an invoice manually (I bill myself $1,500 for fun to show you what it looks like) What your client sees when they receive and pay your invoice How to handle credit card fees (2.9%), and how you can choose to either cover them or have your client pay them How to upload multiple invoices using a CSV file to save a ton of time The pitfalls to watch out for when accepting credit card payments — like chargebacks and refunds I also talk about how chargebacks can hurt your business reputation if they pile up, and how refunds through Melio work a little differently since Melio acts as the middleman between you and your client’s payment. If you’re a small business owner, bookkeeper, or fellow CPA, this video will show you exactly how to streamline your payment process, avoid some common mistakes, and get paid faster. #TakingCardPayments #SmallBusiness #Melio #Accounting #CPA #Invoices #GetPaid #Bookkeeping #FinanceTips #CreditCardPayments #AccountsReceivable #AccountsPayable #BusinessTools #MelioPayments