Create payment template
What you will learn
In COS Explorer:
✅ How to create a user template
✅ How to access the template
✅ How to originate a wire payment via the template
✅ How to delete a template
Learn about Wires.
Before you begin
Make sure you have:
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.