Instead of paying outstanding invoices one by one, invoice batching allows property managers to review and pay multiple invoices at once. During the batching process, users can select the bank account and payment method for each vendor before generating payments for all selected invoices in a single action.
To create a new payables batch, navigate to Accounting > Payables and click the “Batches” button in the action bar. Click New Payment Batch and enter a name for the batch (a default name like “Batch #5” is auto-generated, but you can customize it to something descriptive like “April 2026 Vendor Payments”). Once you’ve named the batch, click Submit to create the batch.
The batch is now open and ready to receive invoices.
Adding Invoices to a Batch
There are two ways to add invoices to a batch: individually or in bulk.
Adding a Single Invoice
To add a single invoice to a payables batch, navigate to Accounting > Payables and locate the invoice you want to batch. Open the invoice and click Actions > Batch. Select the target batch from the dropdown list to add the invoice.
Adding Multiple Invoices in Bulk
To add a multiple invoices to a payables batch, navigate to Accounting > Payables and select open invoices using the checkboxes. Click the Add to Batch button in the action bar and select the target batch from the dropdown to add selected invoices to the batch at once.
Reviewing and Configuring a Batch
Once invoices have been added to a batch, it is crucial to review and configure the payment information before closing it. Navigate to Accounting > Payables > Batches and click on the batch name to open it.
The batch will display a summary at the top of the page that includes the batch name, number of invoices, and total amount to be paid. Invoices are grouped into sections by buyer-seller combination. For example, all invoices from a specific vendor to a specific property are grouped together.
When reviewing a batch, please ensure the following criteria are properly configured:
- Bank Account - Select the bank account from which payment will be made. The system automatically suggests a bank account based on previous payment history or the property’s designated disbursement account, but you can change it using the dropdown. The current bank balance is displayed next to each account for reference.
- Payment Method - Select how the vendor will be paid. The following options are available:
- Print Check: A check is generated for you to print on check stock. This option is always available.
- ACH: An electronic payment is sent to the vendor’s bank account. Only available if the vendor has an electronic deposit account configured.
- Mail Check: A physical check is mailed to the vendor via PostGrid. This option is only available if the vendor has a verified mailing address on file and Client Optimization Services is included in your Revela contract. Please contact your Customer Success Manager (CSM) if you are interested in learning more about our Client Optimization Service package.
- You may see a “Verify” link prompting you to verify the vendor’s address before this option becomes available.
- Note - If a payment method is unavailable, it will not appear in the dropdown.
Approving Invoices (If Required)
If your organization requires invoice approval prior to payment, be sure all invoices in the batch are approved for payment. Please note, all invoices in a batch must be approved before the batch can be processed.
Processing a Batch
Once all sections have bank accounts and payment methods configured, and all invoices are approved (if required), the batch is ready to process. Click the Process Batch button at the bottom of the summary page to submit payment.
After a batch is processed:
- The batch is closed and can no longer be modified.
- Payments are generated for each section based on the configured payment method selected.
- Please note: For batches with more than 25 invoices, processing runs in the background. You will be notified when processing is complete.
Printing Checks After Processing a Batch
If you selected to pay a vendor by manually printing a check on check stock, navigate to the processed batch and select Actions > Print Checks. The check print page loads with checks formatted for printing on check stock paper. Only checks that were not mailed via PostGrid are shown on the print page.
FAQS
How do I remove invoices from a batch before I process it?
To remove an invoice from an open batch, navigate to the invoice and select Actions > Unbatch.
The invoice will be removed from the batch and can be added to a different batch or paid individually.
Note: Invoices cannot be removed from a batch that has already been processed.
How do I delete a batch if it was created in error (or no longer needed)?
To delete a payables batch that is no longer needed, navigate to Accounting > Payables > Batches and select the batch you wish to remove. Click Actions > Delete and confirm deletion to remove the batch from the system.
Note: Only open (unprocessed) batches can be deleted. Deleting a batch removes the invoices from the batch but does not delete the invoices themselves.
I can’t find the batch I made! How can I search for it?
The Batches overview page includes the following column information, all of which is filterable:
- Batch Name
- Batch Status - Open or Processed
- Created At - When the batch was created
- Processed At - When the batch was processed (if applicable)
- Invoices - The number of invoices in the batch
- Total — The total dollar amount of all invoices
You can filter batches by status (Open, Processed, or Any Status) and search by batch name.