Payment Templates

Payment templates in Atlar help streamline the creation of credit transfers by offering pre-filled blueprints. They’re especially useful for recurring or similar payments, reducing manual entry and minimizing the risk of errors. You can access templates from Payments > Templates in the dashboard.

Why use payment templates

1. Efficiency and time-saving – Predefine fields such as amount, source, destination, payment scheme, and more. Reuse templates to speed up payment creation.
2. Error reduction – Reduce the risk of manual entry errors by relying on pre-filled data.
3. Customization and flexibility – Templates can be adjusted at the point of use, allowing users to tailor details as needed for each payment.

Creating and using templates

1. Template creation – Define and save key elements of a credit transfer. Templates are available across the organization, provided a user has access to the payment template resource.
2. Template application – When creating a payment, select a template to auto-fill the payment form. You can review and adjust the details before submitting.
3. Template management – Edit, delete, or create templates within the platform to keep your list current and relevant.

When to use templates

• Recurring payments – Save time when paying the same vendors or partners regularly.
• Standardized instructions – Enforce payment standards by guiding users with predefined templates.
• Onboarding new employees – Help new team members follow your payment processes without manual setup or training overhead.