How do I create a payment template for future reuse?

Follow these steps to create a payment template, which can be used to make similar payments later:

1. Go to Payments, select Instant payments and then select 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?