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:
|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:
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|
|6||In the confirmation pop-up window, choose your next course of action: