Edit a template

Procedure

1. From the Payments menu, in the Manage section, select Templates Center.

2. Click the template name link of the template you want to modify.

   Tip: Use the search options to locate a specific template.

3. On the Edit Template (payment type) page, modify the template details, as needed. The information that is required for a template varies with the payment type.

   ACH Payment Types

   If you are a small business user, choose from these payment types:

   Collect from a Business Collect from an Individual - Internet/Mobile Device Collect from an Individual - Telephone Collect from an Individual - Written Collect on a Returned Check

   Create Direct Deposit Pay a Business Pay an Individual Pay Child Support Pay Taxes

   If you are a large corporate user, choose from these payment types:

   Create CCD (Corporate Credit or Debit) Payment Create Child Support Payment Create CTX (Corporate Trade Exchange) Payment Create IAT Domestic Payment Create IAT International Payment)

   Create PPD (Prearranged Payment and Deposit) Payment Create RCK (Re-presented Check Entry) Payment Create Tax Payment Create TEL (Telephone-Initiated Entry) Payment Create WEB (Internet-Initiated Entry) Payment

   Wire Payment Types

   Create Advice to Receive Payment Create Book Wire Payment Create Drawdown Payment Create International Wire Payment

   Create MultiBank Payment Create US Federal Tax Payment Create US Wire Payment

4. Click Continue. A preview page enables you to review the information for accuracy.

5. Click Submit Template to save your changes, and return to the Templates Center page.