How do I create a payment template for future reuse?

You can create payment templates to make multiple similar payments more efficiently.

There are two ways to create a payment template:

• Create a new template – the template form is empty to begin with, and you fill out the relevant details before saving the template.
• Save a payment as a template – when you have entered the details of a payment in the payment form, you can save the payment as a template before continuing with the payment.

Create a new template

Follow these steps to create a new payment template:

1. Go to Payments, select Manual payments -> Templates.
2. On the Templates page, press Create new template.
3. In the template form, select the template type – Company template or Personal template or Locked company templates.
4. Enter the Template name.
5. Select the From account from which you want to make a payment.
6. Select the To account to which you want to make a payment.
7. Provide more information in the payment template form as it evolves. Different fields will be shown depending on the information you fill in.
8. Select Create template at the end of the form.

Save a payment as a template

Follow these steps to save a payment as a template:

1. Go to Payments, select Manual payments -> Payments and then press Create new payment or Create intercompany transfer.

2. Select the account from which you want to make a payment. 

3. Provide more information in the payment form as it evolves. Different fields will be shown depending on the information you fill in. When you have filled in sufficient information, you will have the option to proceed with the payment.  
4. Select Save as template.
5. In the Save payment as a template modal, select template type, enter a template name and edit any information that you want to change in the template.
6. Select Save template.

If you want to know more about using payment templates, see How do I use a template to make a payment?