To copy a direct debit template that is in an Approved or Deleted status, follow the steps below.
STEP | ACTION |
---|---|
1 | Go to the Receivables > Templates screen |
2 | Locate the template and use one of the following methods to copy the template:
RESULT: The template details are copied into a new template that is in a Draft status.
Click Save as Draft on the Control Bar to complete any template updates at a later time.
Click Template Audit History on the Control Bar to view the template's audit history. Click Close on the Control Bar to discard any updates made to the template. |