Geography: This article is applicable for ANZ Transactive Global customers banking in all ANZ geographies who use the Payments menu. For customers in the Pacific, Indonesia, Laos, and Taiwan please refer to Use Payment Template (Asia & Pacific).
Full details are available in Features by Geography.
Full details are available in Features by Geography.
About payment templates
Using a preconfigured payment template, reduces time and provides consistency for your frequently used payment instructions. Templates can be created for a number of different payment types, excluding Account Transfers.
Create a payment from a template
To create a payment using a preconfigured template from the Create Payments screen, follow the steps below.
| STEP | ACTION |
|---|---|
| 1 | Click Payments > Template menu. |
| 2 | Search and select the template to create a payment from. Choose one of the following methods:
|
| 3 | Click Yes in the confirmation pop-up window.
RESULT: A confirmation message is displayed advising that the payment has been created. You can now enter the remaining payment details as required.
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Next Steps
When the payment has been created from a template you can choose from the following options:
- Update the payment instruction
- Review and submit the payment instruction
- Save as Draft