---
updatedAt: 2025-11-07T00:17:47.000Z
agentTools:
projectIndex: https://docs.moderntreasury.com/payments/llms.txt
---
# 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
1. Navigate to Settings > Payments > Templates.
2. Click **Create Template**.
3. Enter the Template Name and Description.
4. 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
5. 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
6. Click **Save Template** – This will create Version 1 of the template.
### 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 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
Require addition of important metadata for internal audit and reconciliation