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How do I create a template?


To create a template, follow these steps:

  1. Select 'Payments' from the left hand menu, followed by 'Manage Templates'

  2. Select 'Create a Template' from the bottom right of the page

  3. Choose the payment type for your template, for example 'Standard'

  4. Enter all the mandatory template details. (If you're creating a Standard or CHAPS template, you'll need to run a beneficiary name check. You can find out more about this name checking process here)

  5. Once you've entered all the necessary information click 'Create template'

  6. Check the details you've entered are correct and select 'Confirm template'

  7. The template is now ready for use. If dual control is enabled on your profile, the template will need to be checked by another user first

For your domestic payment templates, confirmation of payee checks will expire after 6 months. To make payments from a template after this point, you'll need to click 'Edit template' and run another confirmation of payee check.

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