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Copy Direct Debit Template

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:
  • Method 1: Right-click on the template and click Copy on the Context Menu
  • Method 2: Select the template and click Actions > Copy on the Control Bar
  • Method 3: Click on the template to display the Template Details screen and then click Copy on the Control Bar
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.