Fidelity Bank Business Online Banking User Guide

100

ACH Payment Template Overview

If you have frequent repeating payments, you can set up a template to streamline your payment process. These templates help to automate your transactions by having the information saved and stored for future ACH origination requests, saving you time.

A

B

D

C

E

In the ACH tab, click ACH Templates . A. Check the box to show search options. Search your templates using the provided filters and click the Search button. B. Templates can be sorted by name. C. Click the icon to duplicate a template. D. Click the icon to edit a template. E. Click the icon to delete a template.

ACH: Payment Template Overview