Edit a direct debits template

Templates are a convenient way to help you create direct debits. Once you save a template you can select it to populate your payments without the need to add the details for each payment individually.

  • Editing a template is quick and easy.

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ANZ Internet Banking for Business customers can easily edit a direct debits template.

  • Go to the "Direct debits" menu.
  • Click on the "Manage templates" link.
  • Ensure the correct template is selected, using the radio buttons under the "Select" column.
  • Then click on the "Edit template" link and follow the steps below.

Alternatively you can:

  • Go to the "Pay and transfer" menu.
  • Select "Payment templates".
  • Ensure the correct template is selected, using the radio buttons under the "Select" column.
  • Then click on the "Edit template" link and follow the steps below.
Step 1 - Make your edits

You can make the following edits to your direct debits templates:

  • Business name: remember this will appear on the client/debtors' statements so ensure it is accurate and clear with no special characters (e.g. !@$#%^#*).
  • Add more payments: follow steps 5-6 of the Create direct debits manually page.
  • Remove payments: click the "Remove" button to the right of the payment.
  • Change amount: click the amount field and type a new amount in dollars and cents with a decimal point.

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Step 2 - Save your changes

When you are happy with your edits, click the "Save" button.

  • Your template will now be updated and saved in your list of direct debits templates.

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Need more help?

Use our faqs to find out more about editing a direct debit template.

What can I edit on my template?

You can make the following edits to your direct debit templates:

  • The amount to be transferred.
  • Your/business name (this will appear on the client/debtor's statement).
  • The client details. You can remove an existing client or add a new one.
  • Add more payments by following steps 2-3 of the "Add template" page.
  • Remove a payment by clicking on the "Remove" button to the right of the payment.
How long does it take to update a change in a template once saved?

Once saved, the page will refresh and the template will be updated immediately in the "Direct debit - templates" list and can be used for payment at once.

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How many payments can be added in a template?

You can add up to 99 payments/transfers in a single template.

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Need more help?

For further assistance please call the ANZ Internet Banking team on 13 33 50 (International callers: +61 3 9683 8833) 24 hours a day, seven days a week.

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