Create a Payment Order using a Template

Applying a Template to a Payment Order

When creating a new payment order, users can select a template to streamline data entry.

1. Navigate to Create Payment Order.
2. Select a template from the Template dropdown.
3. Fields will be automatically populated based on the template configuration.
4. Users can modify editable fields but cannot change locked fields.
5. Required fields are flagged to the user.
6. Submit the payment order for processing or approval.

Key callouts:

• Only the latest version of a template can be used.
• Users must have permission to use a template – otherwise, it won’t appear in the dropdown.
• Locked fields are enforced to prevent unauthorized changes.
• Hidden fields remain invisible to users but are included in the backend.