To reduce the risk of fraud, ANZ recommends you always validate beneficiary details when processing a payment using a template.
To create a payment using a template from the Create Payments screen, follow the steps below.
| STEP | ACTION |
|---|---|
| 1 | Go to the Payments > Create Payment screen and click Use Payment Template:
RESULT: The Use Payment Template pop-up window is displayed.
|
| 2 | Enter one or more search criteria to find the template. You can enter part or all of the Template Name, Template Description, Account Number or Debit Currency.
|
| 3 | Click Search
RESULT: A list of templates that match the search criteria are displayed.
|
| 4 | Select the template to use from the list |
| 5 | Click Yes in the confirmation pop-up window
RESULT: A message is displayed providing the Payment ID and the payment is displayed in a Draft status.
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