Create a new Payment Template

Payment Templates live in Settings > Payments > Templates. Here, you can create, manage, and update templates for different types of payments.

How to Create a Payment Template

Navigate to Settings > Payments > Templates.
Click Create Template.
Enter the Template Name and Description.
Configure the following fields:
1. Payment Direction
2. Originating & Receiving Accounts
3. Payment Method & FX Settings (Base & Target Currency, Charge Bearer, etc.)
4. Additional Details (Bank Statement Description, Remittance Info, Internal Description)
5. Metadata
6. Ledger Transactions
7. Line Items
Configurations include:
1. Showing/hiding fields on the Payment Order form
2. Marking fields as required or optional
3. Pre-setting inputs
4. Locking fields to prevent edits
Click Save Template – This will create Version 1 of the template.

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Field configurations will not be validated while creating a template. Validations are performed while creating a Payment Order, which could flag errors in configuration.

Create a unique template for each payment use case — Create a unique Payment Template for each payment use case

Pre-set and lock fields to ensure compliance and make it easier for your users to create a Payment Order

Hide fields like Remittance Information if it includes sensitive content like taxpayer identifiers

Enforce addition of important metadata for internal audit and reconciliation — Require addition of important metadata for internal audit and reconciliation