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.
- Create Payment menu is available to users with Initiator access.
- When creating a payment from an existing payment, some fields cannot be edited, including the division, bank/branch, debit account and payment method.
- You can also create payments using a Payment Template or Payment File.
- Copy from existing payment is not available for Indonesia eTax payments.
About using an Existing Payment
Create a new payment using an existing payment in a cancelled, closed, pending, partially rejected payment or rejected status. The payment details will be copied over to the new payment instruction and can be edited before sending for approval.
Create a payment using an existing payment
There are multiple ways you can create a payment from an existing payment. Choose from the following options:
- Click Create Payment > Use Existing Payment
- Click Approve Payments > New > Use Existing Payment
- Click Current Payments > New > Use Existing Payment
To create a payment using an existing payment, follow the steps below:
| STEP | ACTION |
|---|---|
| 1 | Click Asia & Pacific Payments > Create Payment menu. |
| 2 | Click Use Existing Payment. |
| 3 | Enter details into the search criteria, then click Search. |
| 4 | Select the payment from the searched records, then click Create. |
| 5 | Click Yes in the confirmation pop-up window.
RESULT: A new payment from an existing payment has been created and is in a Draft status.
|
Next Steps
Once the payment has been created using an existing payment instruction, you can:
- complete the payment instruction and submit as required
- save the payment as a draft