Copy 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.

  • If you create a copy of an existing template you can edit it and save it as a new template.

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FAQs

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ANZ Internet Banking for Business customers can copy an existing direct debits template to create a new one.

  • 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 "Copy 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 "Copy template" link and follow the steps below.
Step 1 - Enter a new template name

Copying a template gives you a starting point for creating a new template.

  • Enter a template name associated with the type of payments being made.
  • Choose one that you will easily identify for future use.
Step 2 - Edit the template if necessary

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

  • 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 the amount: click the amount field and type a new amount in dollars and cents with a decimal point.
  • Update your business name: remember this will appear on the client/debtors' statements so ensure it is accurate and clear with no special characters (e.g.  !@$#%^&*).
Step 3 - Save your new template
  • When you are happy with your new template, click the "Save" button.

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

Need more help?

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

When would I need to copy a template?

If you need to make payments, and have previously saved a template with some of the payments required, you can copy the template and use it as a starting point for your new template.

  • You can then enter a new name for the template and edit it as necessary.
How long does it take to add/copy/rename a template once saved?

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

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.
How many payments can be added in a template?

You can add up to 99 direct debit payments in a single template.

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.