Loading a template from the overview mask of the payment orders

 
Prerequisite

The overview mask of the payment orders is opened (e.g. menu Creation ➔ Credit transfers).

Procedure

1.

Click on New from template....

A list with the templates that are available for this payment format opens.

2.

Optional: if you have created template categories, you can open the required template category to the search terms via a button. Your search result is limited to the selected template category.

3.

Double-click on the template you wish to use.

Alternatively, select a template and confirm your selection with Use.

A creation mask for the payment order with the predefined data from the template opens.