Create payment template

what you will learn ✅ how to c reate a user template ✅ how to a ccess the ccess the template ✅ how to o riginate a wire payment via the template ✅ how to d elete elete a template if you are new to wires we recommend you read about wires docid\ hfnmqa22w2bnqajijpavt before starting this tutorial before you begin make sure you have cos explorer process overview cross river's payment template lets you pre define the parameters of a recurring payment with the same or similar details this reduces the need for daily manual wires payment set up a payment template must be based on an existing payment in cos explorer this template contains all details for a future payment, including the amount make sure to update the amount as necessary create a template under wires , go to wire search and select a wire in the payment tasks pane on the right side of the page click create template the create template dialog opens 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 use a template to access a template, under wires , click originate wire in the originate payments tasks pane on the right hand side, click load template the select template dialog opens 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 delete a template to access a template, under wires , click originate wire in the originate payments tasks pane on the right hand side, click load template locate the template you want to delete click x to remove the template