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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.

How do I copy a direct debits template?

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

  • Go to the "Payments" menu.
  • Select "Set up business Direct debit".
  • Select the "Manage templates" link.
  • Ensure the correct template is chosen, by clicking "Select" on the template you wish to copy.
  • Then select the "Copy" 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: select the "Remove" button to the right of the payment.
  • Change the amount: select 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, select the "Save" button.

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

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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.

Frequently asked questions

Use our frequently asked questions to find out more about copying a direct debit 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.

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.

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 selecting the "Remove" button to the right of the payment.

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

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