Add a payment template

• Use the radio button to select the type of payment template you want to add.
• You can choose to create a funds transfer, Pay Anyone, BPAY® bill payment or payroll payment template.

To add your new template follow the steps for the relevant template type:

• Add a multiple transfer template
• Add a multiple Pay Anyone template
• Add a multiple BPAY® bill template
• Add a payroll payment template

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You need the following information to add a multiple BPAY® bills payment template:

• Template name: this is only available when creating a new template or copying an existing template.
• BPAY® biller detail: select a biller from the BPAY® biller list or click "Maintain Billers" to add a new BPAY® biller details to the list. You need a biller code, a reference number and a description to save a biller.
• Transfer amount: allows you to enter the amount that will be paid to the biller.

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You need the following information to add a new multiple transfer template:

• Template name: use a name associated with the type of payments.
• From account: the account you wish to transfer funds from.
• Payments: to make payments you'll need to know the receiving account and the transfer amount.

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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.

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You need the following information to add a payroll payment template:

• Template name: this is only available when creating a new template or copying an existing template.
• Your/business name: provide the name that you would like to appear on the employee's statement.
• Employee details: allows you to select an employee from the drop down list available for payroll payment employee list or "Maintain Employees" in order to add a new employee to the list.
• Transfer amount: includes the "Reference" that you would like to appear on the employee's statement as well as the "Amount" that will be transferred to the employee's account.

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

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Yes. You can edit, copy, rename or delete the templates. You can edit the following in an existing template:

• Your/business name as it would appear in the payee's/employee's statement.
• The amount for a particular payment in the template.
• The reference number for the biller, if applicable.
• You can also change the payment details in the template by removing the existing details from the template or adding a new detail from the saved list.
• This will be updated immediately.

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

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