Create Template from Payment

To create a template from a payment in a Needs Repair, Pending Approval, Future Dated, Processing, Bank Rejected, Insufficient Funds or Completed status, follow the steps below:

STEP	ACTION
1	Go to the Payments > Current Payments screen
2	Locate the payment and use one of the following methods to create a template from the payment: Method 1: Right-click on the payment and click Create Template From on the Context Menu  Method 2: Select the payment and click Actions > Create Template From on the Control Bar Method 3: Click on the payment in the list to display the Payment Details screen and then click Create a template on the Control Bar RESULT: A Create Template from this Payment pop-up window is displayed.
3	Enter a Template Name up to 16 characters. This will become the Payment Name when you create a payment from this template.
4	If required, enter a Template Description up to 40 characters
5	Click Ok
6	In the confirmation pop-up window, choose your next course of action: Click Ok to return to the current screen Click View this Template to view the details of the template