Rename 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.

  • Renaming a template is quick and easy.

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ANZ Internet Banking for Business customers can easily rename 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 "Rename 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 "Rename template" link and follow the steps below.
Step 1 - Enter the new template name
  • Enter a template name associated with the type of payments being made - Choose one that you will easily identify for future use.
  • The template name can have a maximum of 25 characters and must not include special characters (e.g.!@$ %^*).
Step 2 - Save your changes
  • When you are happy with your new template name, click the "Save" button.

Your template will 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 renaming a direct debit template.

How many characters can I use for template name?

The template name must:

  • be a maximum of 25 characters
  • contain only alphanumeric characters, spaces or hyphens
  • must not include special characters (e.g.!@$ %^&*)
  • is not case sensitive.
What information is required to add a direct debit template?

You need the following information to add a direct debit template:

  • Template name: this is only required when creating a new template or copying an existing template.
  • Your/business name: provide the name that you would like to appear on the client/debtor's statement.
  • Client details: allows you to select a client/debtor from the client/debtor list or add a new client/debtor to the list by clicking the "Maintain client list" link.
  • Transfer amount: includes the "Reference" that you would like to appear on the client/debtor's statement as well as the "Amount" that will be transferred to the client/debtor's account.

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How long does it take to add/edit/rename 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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Can I edit the amount or client details in the template if it is incorrect?

Yes. You can change the following:

  • 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.

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How many payments can be added in a template?

You can receive up to 99 direct debit payments using 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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