Creating a Payment Template

BEFORE YOU BEGIN: Before creating payment templates, configure payment requests to determine which fields can appear in the template. Refer to Configuring Payment Requests for more information.

ABOUT THIS TASK: Create payment templates that users can select when creating a payment request. Any information that you enter in the template will appear for the user.

1. In the sidebar, click Requests under Payments.
2. Click More Actions > Templates.
   • RESULT: The Templates window opens. 
3. Click Create.
4. Enter a Template Name.
5. Complete the remaining fields as desired.
6. Click Submit.

RESULT: Users can now select the template when creating a new payment request.