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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.  


 


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Connect your business bank accounts with your accounting software.

Export a list of payees

Export a list of payees from within Westpac Live Online Banking

Export a list of accounts

Export a summary of accounts and groups to a .CSV, .PDF or .DOC.