Geography: This article is applicable for ANZ Transactive - Global customers banking in Pacific Islands, Laos, Taiwan and Indonesia. Full details are available in Features by Geography.
To reduce the risk of fraud, ANZ recommends you always validate beneficiary details when processing a payment using previously saved payment instructions.
- The template will be blank if your user entitlements does not include the debit account.
- When creating a payment from a template, some fields cannot be edited, including the division, bank/branch, debit account and payment method.
- When creating a payment from a fixed template, additional fields will be restricted if 'Allow Modifications' checkbox has not been selected, including the amount, details of payment and invoice details.
- You can also create a template from an existing payment.
About creating a payment using a template
Using a preconfigured payment template, reduces time and provides consistency for your frequently used payment instructions. Templates can be created for a number of different payment types.
For more information, please refer to Create and manage templates (Asia & Pacific).
Create a payment using a template
There are multiple ways you can create a payment from a template. Choose from the following options:
- Click Create Payment > Use Payment Template
- Click Approve Payments > New > Use Payment Template
- Click Current Payments > New > Use Payment Template
To create a payment using a preconfigured template, follow the steps below.
| STEP | ACTION |
|---|---|
| 1 | Click Asia & Pacific Payments > Create Payment screen |
| 2 | Click Use Payment Template. |
| 3 | Enter details into the Use Payment Template search criteria, then click Search. |
| 4 | Select the payment template, then click Create. |
| 5 | Click Yes in the confirmation pop-up window to create the payment from the template. |
| 6 | If required, select the Bank/Branch Selector, then click Select.
RESULT: A new payment from a template has been created and is in a Draft status.
|
Next Steps
When the payment has been created from a template you can choose from the following options:
- update the payment instruction
- Review and Sumit the payment instruction
- Save as Draft