Geography: This article is applicable for ANZ Transactive - Global customers banking in Pacific Islands and Laos. 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.
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.
- The template will be blank if your user entitlements does not include the debit account.
- Some fields within the payment created from a template cannot be edited, including the debit account and payment methods
- When creating a payment from a fixed template, additional fields may be restricted.
For more information, please refer to Create and manage templates (Asia & Pacific).
Create a payment using a template
To create a payment using a preconfigured template from the Create Payments screen, follow the steps below.
STEP | ACTION |
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1 | Click Asia & Pacific Payments > Create Payment screen
You can also create a payment by clicking New on the Control Bar in the Approve Payments and Current Payments screens.
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2 | Click Use Payment Template. |
3 | Enter details into the 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. |
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