Updating an existing beneficiary template
You can reuse details of the payment files that you’ve submitted in the past if you’ve saved them as a template. Your beneficiary/payer details can then be reused and edited as necessary which will save you time.
You’ll need to have saved the payment and beneficiary’s/payer’s details in a template in order to update, please see the sections Making payments manually or Importing payments on how to do this.
- Click New Payment from the All payments screen or navigate to Payments tab in the main menu and click New Payment. You’ll be taken to the New payment screen.
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- Select the Payment profile where the beneficiary/payer details are held.
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- Click Use on the template that you want to modify.
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If you want to clear the existing amounts (because they are not correct) first click Clear amounts.
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Click Add instruction to add a new beneficiary to the payment file.
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When you’ve added your final beneficiary to the payment file, untick Add another and click Add once more to complete your list.
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- Click on Payment date or Amount to amend an existing beneficiary’s details.
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- Enter the payment details as prompted on screen and Save changes.
- If you want to discard the changes, click Cancel.
- If you want to save the changes you’ve made as a new template or update to the existing template, click Save as template.
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To save as a new template, enter a new name that is different from the existing template name - make a note of this name and click Save.
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To update the existing template, you’ll need to save the template with the exact same name and click Save.
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Updated about 1 year ago