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How to create a payment template

Create a payment template for future use in Westpac Live

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.


Step by step guide

In the template section, select Add new template.

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

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

Select the Payee and once completed select Close.