North State Bank Cash Management and Online Banking Guide for Business Accounts

61

Commercial 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. Templates are a quick way to send a recurring payment or make a quick change without having to create a new template. 1

2

3

In the Cash Management tab, click ACH/Wire Payments . 1. Click the icon and select “Edit” to make changes to a template. 2. Make the necessary changes. 3. Click the Save button when you are finished.

Commercial: Editing or Using a Template