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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

Customer Onboarding

Onboard an Individual
- Required Fields for Individuals
Onboard a Business
- Required Fields for Businesses
Embed Terms of Use

Managing Internal Accounts

Provisioning Accounts
Retrieving Account Balances

Payments

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

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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.