Post-Grid and Automated Check Mailing
Revela integrates with PostGrid, an automated print-and-mail service that enables businesses to securely create and send physical checks without handling the printing or mailing process themselves. PostGrid securely handles the entire process, including printing the check, preparing the envelope, and mailing it to the recipient.
This integration empowers Revela users to pay payables directly from the platform using mailed checks, and PostGrid takes care of the fulfillment and delivery. PostGrid simplifies payment workflows and eliminates the need for manual check handling within your business!
If you are interested in taking advantage of PostGrid, please reach out to your CSM for pricing details. For more information on the process of paying payables using PostGrid-mailed checks, please visit the article linked here.
BEFORE YOU PAY A PAYABLES INVOICE USING POSTGRID: Before you automatically mail a check to a Payee, make sure you have verified their address on file. Before a check can be mailed to a payee, Revela will give you the opportunity to verify the address you’ve entered with a USPS-certified database of US and Canadian addresses to ensure that the address entered is accurate (please visit the article here for more information on address verification). Finally, if your Revela instance has an approval process in place for payables invoice, invoices must be approved before payment can be remitted.
Once the PostGrid integration is turned on for your Revela instance, there are a few ways to automatically mail a check for payables invoices.
Paying a Single Payables Invoice Using Automated Check Mailing
On an open payables invoice, click Actions > Pay. Select the Withdrawal account that the payment should be made from and select the Payment Method as Mail a Check for Me.
If the Payee address is already verified, click Pay to initiate the check mailing process.
Paying Multiple Invoices Using Automated Check Mailing
If you want to pay multiple payables invoices at once using Postgrid, you will first need to create a Payables Batch for the selection of invoices.
Navigate to Accounting > Payables within Revela. Click the Batches button at the top of the screen and click New Payment Batch to create and name a new batch.
Once a payables batch has been created, add the invoices you want to pay to the batch, as shown below:
Navigate to your open Payables Batch, which will now contain your selected invoices. Before submitting your batch, please confirm the following details:
- Verify any vendor and/or recipient addresses that are unverified to ensure accurate mail processing
- Ensure that “Mail Check” is selected as the Payment Method. If “Print Check” is selected as the payment method, a check will not be automatically sent through Postgrid.
- Please ensure that the right withdrawal account is selected before the check is mailed
