What you'll do
- Decide when a batch referral is the right approach
- Organise multiple debts into a single, clean list
- Submit a batch through the correct process
- Keep each matter trackable after submission
- Avoid common errors when referring in bulk
6 min
When to batch
If you are clearing an aged ledger or handing over a number of overdue accounts at once, a batch referral saves repeating the same steps. It works best when the debts share a common format, such as a list of invoices exported from your accounting system.
How to refer a batch
- Export your overdue accounts into a single spreadsheet.
- Make sure each row has the debtor name, amount, due date and contact details.
- Remove any accounts already paid or in active dispute, or flag them clearly.
- Start at merion.com.au/refer-a-debt and note that you have multiple debts.
- Attach your spreadsheet and any supporting invoices you can bundle.
- Submit, and confirm you have a reference for the batch.
If you have a large or ongoing volume, ask us about the best way to hand files over regularly.
Keeping it tidy
Even in a batch, each debt is handled on its own merits. Keep your spreadsheet as your master list so you can reconcile updates against it. You can use the Merion tools to total the combined balance and any interest before you submit.
Good to know
- Batch referrals suit aged ledgers and bulk handovers
- A clean spreadsheet with one row per debt is the key input
- Keep your spreadsheet as a master list to reconcile updates
FAQ
Is there a minimum number of debts for a batch?
No. If you have more than a couple of overdue accounts, batching is usually easier than referring each separately.
Will each debt still be tracked individually?
Yes. Each account is worked on its own merits, and you can reconcile updates against your master list.
What format should the list be in?
A simple spreadsheet with one row per debt and columns for name, amount, due date and contact details works well.
Still not sure? Our team is happy to talk it through.