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.
- In the sidebar, click Requests under Payments.
- Click More Actions > Templates.
- RESULT: The Templates window opens.
- Click Create.
- Enter a Template Name.
- Complete the remaining fields as desired.
- Click Submit.
RESULT: Users can now select the template when creating a new payment request.
Comments
Article is closed for comments.