Payment Templates
A Payment Template lets you pre-define the parameters of a recurring payment with the same or similar details. This lowers the need for daily manual payment set up.
A payment template must be based on an existing payment in COS Explorer.
Create a template
COS Explorer supports payment templates for all payment rails. This example shows a Wires payment template.
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Navigate to the Payment Details page of the wire you wish to use to create a payment template.
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Click Create Template.
Create Template dialog displays.
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Name your template. Template names must be unique and cannot be duplicated.
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Toggle Is Global if you want to make the template visible to others.
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Click Create Template.
Access your template via the Originate Wire screen
This template contains all details for a future payment, including the amount.
Using a Template
To access a template, navigate to Originate Wire.
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In Originate Payment Tasks pane click Load Template.
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The Select Template page displays.
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Select your template.
The Originate Wire page displays with the payment template details filled in:
4. Review the details and change any information, if necessary, especially payment amount.
5. When everything is correct, Click Originate Wire.
View your wire on the Wire Details screen.
Delete a Template
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Navigate to Originate Wire
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Click Load Template
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Select Template displays
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Find the template you want to delete.
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Click on the X button to remove the template.