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Create Template from Payment

Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia, New Zealand and China.
Full details are available in Features by Geography.
To reduce the risk of fraud, ANZ recommends you always validate beneficiary details when creating a template from a 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