Add a multiple Pay Anyone template

• Template name: enter a name associated with the type of payments being made.
  • Choose one that you will easily identify for future use.
• Your/Business name: enter either your own name or the name of your business if appropriate. The name you enter:
  • will appear on the payees' statement so ensure it makes your identity clear to the payees
  • must only contain letters (no special characters eg. _/@#%^*).

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• To: choose a payee to transfer your first payment to, using the drop down list.

If you do not have any payees saved you can click the "Maintain payees" button to add new payees.

• Add a new payee 

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• Reference: enter a short reference or message for the payee.
  • The payee (recipient) will see this reference on their statement so make sure it clearly identifies the purpose of the payment.
• Amount: enter the amount you wish to transfer, using a decimal point, if applicable.

When you are happy with the details you've entered, click the "Add to list" button.

• The payment will now display in the list

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• To add more payments to the list repeat steps 2-3.

Each time you click "Add to list" the payment details will display in the list.

• If you need to remove a payment click the "Remove" button on the right of the list.
• You can also change the payment amount if necessary by clicking in the amount box and editing it as needed.

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• When you are happy with your new template, click the "Save" button.

Your template will now be updated and saved in your list of multiple Pay Anyone templates.

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You need the following information to add a multiple Pay Anyone 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 payee's statement.
• Payee details: allows you to select a payee from the Pay Anyone payee list or add a new payee to the list by clicking the "Maintain payee list" link.
• Transfer amount: includes the "Reference" that you would like to appear on the payee's statement as well as the "Amount" that will be transferred to the payee's account.

Once saved, the page will refresh and the template will be updated immediately.

• You can then use the template to make payments.

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Yes. You can edit, copy, rename or delete multiple Pay Anyone templates. You can change the following:

• The amount to be transferred.
• Your/business name (this will appear on the payee's statement).
• The payee details. You can remove an existing payee or add a new one.

Changes will be immediate.

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You can add up to 99 payees in a single template.

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