Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia, New Zealand, China, and other Asia geographies.
Full details are available in Features by Geography.
Full details are available in Features by Geography.
- Templates will be available for Asia geographies from late February 2025 in a phased approach.
- For Pacific & Laos payment templates, please refer to Create and Management Templates (Asia & Pacific).
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