Enabling automatic batch payments

Enabling the Automatically batch payments together setting in your Account Settings ➡️ Financial ➡️ Payables and Vendors page, will allow you to combine multiple similar bills from the same vendor into a single payment.

Requirements for sending batch payments

👍 Once this setting is enabled, the individual payments must meet the following criteria to automatically batch them together:

• The vendor to whom you want to send batch payments must accept at least one payment method (bank transfer, check) from either a vendor registration invite or pending payment.
• Each payment must be sent to the same vendor.
• Each payment must be sent from the same bank account.
  • View your current bank accounts on your Account settings ➡️ Financial ➡️ Bank connections page
• The vendor’s payment method (bank transfer or check, to the same receiving bank account) on each individual payment must be the same.
• Payments must be scheduled to send on the same date.
• If Payments include a message, it must be the same value across all payments.
• If Payments include an ACH Addenda, it must be the same value across all payments.

🚫 Please note the following potential conflicts:

• The total sum of the batch payment must be within your current transaction limits.
  • View your current transaction limits on your Account settings ➡️ Financial ➡️ Payment methods ➡️ Transaction Limits page
  • If the total sum of the batch is above your transaction limit, multiple batches will be automatically created.
• If a single payment fails for any reason, the whole batch will be stopped.
• Sending batch payments to another registered Routable account is not yet supported.
• International batch payments are not yet supported.
• Batch payments must be scheduled in advance, if they are not scheduled they will not be batched.