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How to Create a Payment Draft/Template? Print

Templates are designed to easily create transfers. Making multiple transfers using a template is easy and you can save a draft/template for Local and International Bank Transfers. Once a template is saved, you can select it to populate your payments without adding the details for each payment individually. 

Log in from the User Token

Step 1: Click on the Transact Tab in the Top Menu

  • Click on Remittance>> Select the Transfer Type on the left side menu

Step 2: Fill out the Beneficiary and Payment Details

  • If the beneficiary is not registered, follow this article: 
    • "How to Register A Beneficiary for Local or International Bank Payments?"

Step 3: Once all Payment and Beneficiary details are populated, you can proceed with selecting the Template Access Type

  • Private Template - Choose Template Type as "Private" if it is to be used exclusively by the User who created it. Other users will not be able to view/use this template.
  • Public Template - If the Template type is "Public", all users who have initiator access can use this template.

Step 4: Review the details and click Save As Template, then Confirm

Step 5: Enter the PIN + RSA Token and click Submit

  • You can use the saved template under the Queue tab

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