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Journal Release Notes Support

Guides Payments Ledgers Platform API Reference

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Guides

Guides Payments Ledgers Platform API Reference

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Payments Overview
Payments Quickstart
Building in Sandbox

Money Movement

Opening accounts
Creating counterparties for payments
Verifying external bank accounts
Originating Payments
Receiving Payments
Stablecoin Orchestration
- Stablecoin On-ramp
- Stablecoin Off-ramp

Workflows & Reporting

Account Groups Overview
Configuring automatic sweeps
Remove Modern Treasury branding from pre-built UIs
Tracking Account Balances
Payment Order Management
Payment Templates Overview
Approval Rules Overview
Entity Linking Overview
- When to use Entity Linking
Transaction Categorization

Bring your own Bank

Bring Your Own Bank Quickstart
Managing your bank integrations
Managing FX
- Foreign Exchange Rate
- Foreign Exchange Quotes
  - Create a Foreign Exchange (FX) Quote
Using Payment Actions
- Create a Payment Action
Sharing Legal Entity Data with Banks
Making payments via bank-specific rails
Managing bank holds on payments
- Mark as Held
- Mark as Resolved
Virtual Accounts
Building in Sandbox (Bring Your Own Bank)

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View a Payment Template

How to view the Payment Template

Navigate to Settings > Payments > Templates.
View list of Payment Templates and click on one to view details.

Updated 6 months ago

Create a new Payment Template

Create a Payment Order using a Template