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What's a template?


Templates are a useful tool for payments and transfers that you make on a regular basis. They offer greater control as the beneficiary's details are fixed and the payment amount can be capped.

The first time you set up a payment, you have the option to 'Save as Template'. If you choose this, the details you enter - which include beneficiary name, sort code and account number - are stored and can be recalled for future payments or you can set up templates ready for when you need to make your payments. 

When making a payment from an existing template you should check the account details are still correct on a regular basis.

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