Create Template from Direct Debit

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:

STEP	ACTION
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: Method 1: Right-click on the direct debit and click Create Template From on the Context Menu  Method 2: Select the direct debit and click Actions > Create Template From on the Control Bar Method 3: Click on the direct debit in the list to display the Direct Debit Details screen and then click Create a template on the Control Bar 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
5	Click Ok
6	In the confirmation pop-up window, choose your next course of action: Click Ok to return to the current screen Click View this Template to view the details of the template