Export BatchPay File

Step 1 of the BatchPay process is to quickly generate a BatchPay File for upload to your banking software. This file is automatically localised based on your Xero organisation.

For example:

  1. For Australian users - .aba file

  2. For New Zealand users - .csv file

  3. For UK users - .bacs file


This article outlines how to create the BatchPay File.

1. Export BatchPay File Button

Once you are happy with the invoices selected and are ready to generate your BatchPay file, click the 

Export BatchPay File button:

4. BatchPay File Download

Clicking the Okay button in Step 3 above downloads your file to your browser's default downloaded file location. You can retrieve the file from that location for upload into your banking software.

2. Select Transaction Date

After clicking the Export BatchPay File button you will see the following Info popup:

Select the date you want the payment to be made from your bank account. This can be today or a future date.

Click the Next button once you've made your selection or click Cancel to return to the invoice grid.

3. Select Bank Account

After nominating a transaction date you will see the following Pay Now popup:

Select which bank account (previously setup in Xero) you want to process your payment from. The dropdown list will display all your Xero bank accounts.

Click the Next button once you've made your selection or click Cancel to return to the invoice grid.

Free Batch Pay Guide
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Streamline your invoicing process with BatchPay, the leading Xero add-on for sending bulk invoices in just a few clicks. In this comprehensive guide, you’ll learn how to maximise efficiency, reduce manual tasks, and simplify your billing operations. Whether you’re managing multiple clients or a large volume of invoices, BatchPay allows you to handle unlimited invoices at once, all while integrating seamlessly with Xero.

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