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