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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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.  !@$#%^&*).

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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.

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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.

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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 add up to 99 direct debit payments 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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