Payments: Payment Template Overview 35 Payments Payment Template Overview If you have frequent repeating payments such as payroll or wires, you can set up a template so each transaction is fast and simple. These templates automate your routine transactions by making a payment model with detailed directions established by an authorized user. Using templates reduces mistakes and saves you time on a regular basis. C A B D In the menu, select the Commercial tab, then click Payments. A. You can find specific templates by using the search bar or filter your templates using the provided filters. B. Click the icon next to the appropriate column to sort templates by name, transaction type, recipient, last paid date, and last paid amount. C. Templates can be saved to your favorites by clicking the icon. D. Click the icon to make a payment, edit, copy, or delete a template.
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