How do I use a template to make a payment?

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

There are two ways to make a payment using a previously saved payment template:

• From a selected template on the Manual payments -> Templates page
• From the payment form on the Manual payments -> Payments -> Create payment page

Use a template from the Manage Templates page

Follow these steps to make a payment using a previously saved template from the Manual payments -> Templates page:

1. Go to Payments, select Manual payments -> Templates page :
2. On the Templates page, select the template that you want to use to make a payment.
3. Press Use in payment. The Create payment page will open with details from the template prefilled in the payment form.
4. Edit the payment form as needed and fill in any remaining information.
5. Choose Create to proceed with making the payment.

Use a template from the Create payment page

Follow these steps to make a payment using a previously saved template from the Create payment page:

1. Go to Payments, select Manual payments -> Payments  and then select Create new payment or Create intercompany transfer.
2. In the Quick actions panel, select Use template.
3. In the Select a template modal, select a template in the list. To find a template more easily, you can filter the list by using the search field above the list.
4. Edit the payment form as needed and fill in any remaining information.
5. Choose Create to proceed with making the payment.

If you want to know more about creating new payment templates, see How do I create a payment template for future reuse?