Step 1
Start in Xero
Keep your accounting records where they belong.
Authorised bills, supplier credits and supplier details stay in Xero. Batchly securely brings the information needed for the payment run into one place.
How it works
How Batchly works with Xero
Xero remains your accounting source of truth and your bank remains where payments are authorised. Batchly connects the steps between them so the payment run stays controlled from start to finish.
Step 2
Prepare the run in Batchly
Bring the payment run together before it reaches the bank.
Choose what should be paid, review the final amounts and confirm the run through one controlled process.
Step 3
Approve and complete
Your bank remains in control.
Upload and authorise the payment through your bank. Batchly completes the workflow so Xero and your suppliers stay aligned.
Batchly does not hold or move your money. Payment approval stays with your bank.
A closer look
See the payment run come together
Explore how Batchly keeps bill selection, credit allocation, payment preparation and supplier follow-up connected to Xero.
Credit allocation
Apply supplier credits automatically before you pay
Select the bills you want to pay. Batchly applies available credit notes and calculates any remaining cash amount before you complete the run.
- No manual credit note matching in Xero
- See the remaining cash amount upfront
Bills selected
Credits applied
Remaining cash to pay
Billing
healthy109 bills selected · 5 credit notes available
Credits applied automatically
Available credit notes are processed oldest first and applied against the largest selected bills first.
Apply available credits
CN1-23421$1,180.00
CN2-956723$3,250.00
CN3-12213$2,790.00
CN4-09231$1,500.00
CN5-12399022$3,200.00
Bills selected
$107,809.90
109 bills included in this run
Less credits
$11,920.00
5 supplier credit notes applied
Remaining cash to pay
$95,889.90
Net payable before you process the batch
BAL809
$132.00
Selected for payment
AUTHORISEDBAL837
$132.00
Selected for payment
AUTHORISEDBAL864
$132.00
Selected for payment
AUTHORISEDBill control
Put authorised bills on hold until they’re ready to pay
Place an individual bill on hold in Batchly without changing its authorised status in Xero. It stays visible, but cannot be selected or paid until you release the hold.
- Prevent disputed or unresolved bills from being paid
- Keep the bill’s authorised status unchanged in Xero
Before
ROB7
$132.00
Due: 25/08/2026
Date: 12/07/2026
Put bill on hold
On hold
ROB7
$132.00
Due: 25/08/2026
Date: 12/07/2026
On hold
Held bills remain visible in Batchly, but are blocked from payment selection.
Gateway
10 bills | $134,970.00 due
Tip: Click bills to include them in this payment.
Due Date ↕ A-Z☐ Select All (10)
MAN36
$4,400.00
Due: 01/12/2025 (Overdue)
Date: 18/11/2025
AUTHORISEDMAN25
$1,100.00
Due: 05/12/2025 (Overdue)
Date: 20/11/2025
AUTHORISEDMAN30
$1,760.00
Due: 10/12/2025
Date: 22/11/2025
AUTHORISEDMAN46
$550.00
Due: 15/12/2025
Date: 25/11/2025
AUTHORISEDBatch Payments
Handle credits and payments in one simple run
Batchly calculates the right cash amounts, creates one banking file, and records the completed payments and credit allocations back in Xero.
- Keep supplier payments and credit notes in one structured run
- Export one banking file for the cash payments
- Pay the right amounts and reconcile everything cleanly
Remittances
Suppliers get clear, branded remittances every time
Whether a payment includes cash, credit notes, or both, Batchly creates a clear remittance for each supplier. Send them automatically after payment, or skip and send them later in Batchly — your choice.
- Covers cash payments and credit note allocations
- Send automatically or later in Batchly
- Customise remittances with your business branding
Remittances Sent
Payment Run #2474
Suppliers Notified
$850,594.00
Total Remitted
ABC Supplies
121 bills
BuildRight Co
78 bills
FastParts Ltd
155 bills
Metro Services
250 bills
4 Sent
Remittances delivered
680 Ready
Payment ready suppliers
Payment Ready
680
Ready for payment & remittance
Missing Banking
14
Cannot process payments
Missing Email
10
Pay OK, no remittance
Suppliers Needing Attention
24Missing banking details
ABC Supplies
23 bills • $42,450.00
BuildRight Co
5 bills • $28,930.00
FastParts Ltd
45 bills • $125,720.00
Before you pay
Catch issues before the run starts
Batchly surfaces issues like missing bank details or supplier emails before you export a payment — so they're resolved upfront, not after a pay run is sent.
- Instant visibility into missing bank and email details
- Identify suppliers who won't receive remittances
- Priority flags show you exactly what to fix in Xero first
Customer stories
Finance teams are running complete Xero payment runs with Batchly
See how finance teams are reducing manual work and keeping complex payment runs under control.
Brilliant! What a time saver!
Batchly solves a few fundamental flaws in Xero and has massively improved our efficiency and workflow with payables management, especially credit note reconciliation and automation.
Lee
ERP and Implementation Consultant, Superior Aviation
600–700 supplier bills processed every week
Before Batchly we had to split everything into multiple batches in Xero. It took time and made reconciliation messy.
Now everything runs in one clean batch, remittances go out automatically, and reconciliation in Xero is straightforward.
It saves hours every week.
Jacki
Accounts Payable Officer, RPF Building
Incredible product, even better customer support
Batchly has been an absolute game changer. They are literally saving us hours of work by streamlining our batch payment process and have made updates to specifically meet our needs.
Mary
Finance Manager, Five Point
21-day trial · No credit card · Connect via Xero
Or check if Batchly fits your workflow →ROI calculator
How much admin time are Xero payment runs costing you?
Estimate how much time your team could save on batch payments, credit note allocation, remittances and payment file preparation.
Your payment run
Estimated savings
- Estimated hours saved per month9.7 hrs
- Estimated annual labour value$5,220
- Estimated extra batch handling reduced2 extra batches
Quick estimate based on default supplier and credit allocation assumptions.
Custom Xero solutions
Need something beyond Batchly?
If the requirement sits outside Batchly, including a supported Scale implementation, we can design and build a custom Xero app, integration, or specialised finance workflow around your business.
Common questions
Frequently Asked Questions
Everything you need to know about Batchly
Have a Xero requirement Batchly doesn’t cover? Explore custom Xero solutions or contact us.
Ready to start?
Still spending hours allocating credit notes?
Apply credits, see the final amount, and run the payment — all in one flow.