OnPoint: Business Online Banking

68

Payments 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

2a

2b

In the Business Services tab, click Payments . 1. Click the icon and select “Pay” to use a template. 2. Click the icon and select “Edit” to make changes to a template. a. Make the necessary changes. b. Click the Save button when you are finished.

Payments: Editing or Using a Template