The templates that you can use appear in the Templates area on the Payments page. Use the available filters to narrow your search by payment template type.
In the navigation menu, click or tap Advanced Payments > Payments. The Payments page appears with the templates that you can access
Click or tap the three vertical dots (
) on the right to pay/edit/copy or delete a template
To create a payment click or tap Pay from the menu of an existing template
— Enter the payment date in the Effective Date field
(Optional) To create a recurring payment or template, do the following:
— Choose a date in the Effective Date field
— Click or tap Set Schedule. The Schedule Recurring Transfer window appears
— Click or tap a date on the calendar, or click or tap Forever (Until cancel)
— Click or tap Save.
In the Recipient/Account section review recipient details. To edit recipient details click or tap the edit icon (
) under Recipient Details.
To complete the payment do one of the following:
— Click or tap Approve to approve the payment.
— Click or tap Draft to save the payment and not process.
— Click or tap Cancel to cancel the payment.
