Create ACH Template
For repetitive payments, you can create a template to speed the payment process.
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
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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
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The name for this template
- Template Limit
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The maximum amount for a payment created from this template
The size of your company dictates the ACH template types available to you. Template details vary depending on the payment type.
Small Business User
If you are a small business user, choose from these ACH payment types:
Large Business User
If you are a large corporate user, choose from these ACH payment types: