Templates and Payments
Click on the
tab in the
Select an available template or choose
at the upper right corner
to create a new template. The
button can be used to create a one-
time payment. If you choose to create a new template, type a unique name.
In the Info and Users tab, indicate which users should have access to this
template. You can find users by typing their name in the
bar, or checking
their name below.
When you have established a template name and user access, click
To Create Payments
Step One: Info and Users
The Payments tab is your place to establish one-time or recurring payments to
recipients. Here you can create templates to automate your routine payments.
The following template and payment types include a single recipient:
• ACH Payment • Domestic Wire • International Wire
The following transaction types include multiple recipients:
• ACH Batch • Payroll
• Payment from File