Create/Edit/View Draft Template

For repetitive payments, you can create a template to speed the payment process. The Create Draft Template page lets you create a draft template and set its routing information.

Much of the information that defines a payment template is the same as that required for creating a payment. A few details, however, are specific to payment templates.

Template Activation

The active status of this template

Options are as follows:

  • Active – This template can be used to create new payments.
  • Inactive – This template cannot be used to create new payments.
Template Name

The name for this template

Template Limit

The maximum amount for a payment created from this template