Configure payment templates

Payment template is a functionality that allows saving the payment information and creating templates for regularly used payments. You can create a payment template when initialising the outgoing payment.

To create the payment template:

1. Initialise an outgoing payment.

2. Click the Save as template button.

1. Add the Template name > click the Save button.

Find payment templates

Once the payment template is created, you can open it from the content menu:

1. Open the account view page.

2. In the content menu go to Payments > Templates.

3. Click the Template ID to access the payment information.

If you need to:

• Change an existing payment template, scroll to the right and click the icon.

• Delete an existing payment template, scroll to the right and click the icon.