Create payment template

Creating payment templates can help streamline repetitive transactions, saving your company time and reducing the possibility of errors. By setting up templates, users can predefine payment details like recipient information, payment amount, origination details, and payment frequency.



To set up a payment template, navigate to the Pay and Transfer tab and click on the Send Payments tile.

From here you can create a New Payment Template, or edit an existing payment template. You can also originate payments from your existing payment templates on this screen.

If you click on New Payment Template, you will have the option to create a payment template for an ACH Batch, ACH Payment, or Domestic Wire.