To create a template from a direct debit in a Needs Repair, Pending Approval, Future Dated, Processing, Bank Rejected or Completed status, follow the steps below:
|1||Go to the Receivables > Current Direct Debits screen|
|2||Locate the direct debit and use one of the following methods to create a template from the direct debit:
RESULT: A Create Template from this Direct Debit pop-up window is displayed.
|3||Enter a Template Name up to 16 characters. This will become the Direct Debit Name when you create a direct debit 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: