Climate First Bank Business User Help Guide
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Editing or Deleting Templates You can edit any of the templates on the Templates page. You can also delete an unnecessary template. However, once a template is deleted, previous payments using the template do not change.
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In the Sidebar Menu , click Make a Loan Payment . 1. Click the Templates button.
2. Click the icon. From the drop-down menu, you have a few options: a. Click “View Details” to view additional information about a specific template. b. Click “Edit Template” to edit the template. c. Click “Delete Template” to delete the template. d. Click “Pay Now” to use the template to initiate a transaction.
Money Movement: Loan Payments & Transfers
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