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How to create a payment template

Step 1

Navigate to Payments and select Templates.  

 

 

 

 

Step 2

In the template section, select Add new template.

 

 

 

 

Step 3

In the new template section, enter the template name, and select payment method - BPAY, Funds Transfer or Pay anyone/Funds Transfer

 

 

 

Step 4

Select the From account, Payer name and Description (optional) then select Create.

 

Select the Payee and once completed select Close.  

 

 

 

Note: Payment templates can be created for funds transfer, pay anyone, a combination of funds transfer and pay anyone, BPAY and pay anyone Direct Entry Services.