How do I manage my payment templates?

All payment templates that have been saved are listed in the overview.

Editing, deleting, etc. payment templates

Click on the payment template to edit, save or execute it.

Alternatively, you can click on "Three points" on the right side in the desired payment to open the submenu and do any of the following in the payment template:

• "Edit"
• "Execute"
• "Move" to a folder
• "Rename"
• "Delete"

Filtering/sorting payment templates

Use the filtering and sorting functions to find an existing payment template:

• Filter according to the beneficiary/payment reason or folder. To apply the filter, click on "Filter".
• Sort the payment templates overview according to beneficiary, debit account, amount, etc. by clicking on the respective title in the overview.

Creating a new payment template

Click on "Create" and select the desired payment type. You will then be prompted to enter the payment.

Further information regarding "Entering new payments".

Click on "Create payment template" to save the payment.