You can create an offer in the Mellow mobile app or on the web at mellow.io. You can download the app from the App Store or Google Play.
In the main menu of your account, open the Invoicing section, go to the Offers tab, and select Create new.
Step 1. Name the offer and choose a client
Give the offer a name and pick the client from the list if you’ve sent them offers before. If this is their first time paying an offer in the service, select New and add them.
For a new client, enter the country where the company is registered, along with the email address the offer will go to (check with the client beforehand that it’s the right one). Then select Continue.
Step 2. Set the price and choose who pays the fee
Set the price of the offer and choose who pays the Mellow fee.
The fee is 5% of the offer price, and either you or the client can cover it. Select whichever option applies, and the total updates automatically.
If you cover the fee, your payment drops by 5%, and the client pays the offer price, VAT (where it applies in their country), and the bank commission for the transfer to Mellow’s account.
If the client covers the fee, your Mellow balance receives exactly the amount you entered in the Price field.
Important! When transferring money to Mellow’s account, the client must choose to pay the full transfer commission themselves. If they split it with the recipient, the final amount won’t be enough to cover the offer.
Step 3. Choose the type of service and fill in the attributes
Choose the type of service from the alphabetical list, or find it by keyword. If there’s no exact match, go with the closest one. And if nothing fits at all, message support chat – we’ll help you pick.
Next, choose at least three service attributes and fill in their values.
Use real values here: the bank may ask for confirmation of the work you did, and accurate attributes in the reporting documents answer most questions from financial institutions’ AML teams before they come up.
Mark whether the service has been provided, then select Create offer.
Important! The payment guarantee applies only under the Service not provided status – that’s what triggers Secure Deal. Under the Service provided status, the client pays without any prepayment.
If the service hasn’t been provided yet, use the calendar to pick the date you’ll deliver the result to the client for review.
Step 4. Review the offer and send it to the client
Before sending, open the preview and check that everything in the offer is right. If it all looks good, copy the offer link and send it to the client.
From there, the client just follows the link, logs in or registers with Mellow, and accepts the offer. Then they download the bill, top up their Mellow balance, and pay.
After sending the offer
An offer moves through several stages on its way from acceptance to payment, and its status shifts at each one – so you always know where things stand.
1. Wait for the client to accept the offer. The status changes to In progress.
2. Open the task in the offer and select Start.
3. Finish the work and complete the task – the offer moves to the Reviewing by customer status.
4. Once the client reviews the work, the offer status changes to Pending payment.
5. The client pays, and the status turns to Paid. All that’s left is to withdraw the money to whichever payment method suits you.
Still have questions? Message us in the online chat from your Mellow account or at [email protected].