Editing or Using a Template If you have Manage Template and Recipient rights, you can edit or use any of the available templates on the Payments page. Using or editing a template is a quick way to send a recurring payment or make a quick change without having to create a new template.
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In the Commercial tab, click Payments . 1. Click the icon and select “Edit.” 2. Continue to page 34 and follow the steps to make the necessary edits.