Payment Templates

Streamline recurring payments. Payment templates help you create credit transfers quickly by offering pre-filled blueprints. They reduce manual entry, save time, and minimize the risk of errors.

Access templates in the dashboard under Payments → Templates.

Why Use Payment Templates

1. Efficiency & 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 & 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 (depending on user permissions).

2. Template Application

   • When creating a payment, select a template to auto-fill the payment form.
   • 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.

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Tip: Keep template names clear and descriptive (e.g., Monthly Vendor Payout – USD) to help your team quickly identify the right template.

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.