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Creating a payment or a template

You can use the Payments page to create payments or templates for any Transaction Type for which you have the Draft right assigned. If you have the Manage Templates feature assigned, you can create a template for any Transaction Type. If the user does not have Manage Template rights, the User Role would need Draft rights as well as Manage Recipient rights to create a template. You must save a template before you can draft a payment based on the template.

Note: If you create a new template based on an existing template or payment, then the new template's name must be unique. Otherwise, a random number will be added to the newly created template's name. For example, if you create a template based on a template named "VendorTemplate", the duplicate template will be named "VendorTemplate230".

Tip: When you create a payment or a template, the Pending and Processed lists on the Payments page only include payments of the same type.