Commercial templates
Commercial templates
Using templates to save payment information
1/7/2021
Creating a payment template in commercial online banking allows you to save payment information for future access. The video above and guide below detail the steps to create a template, set user access roles, add recipients and denote payment amounts for linked recipients.
Download the Quick Reference Guide
Questions about commercial templates?
Please contact a member of our treasury support team at 1-800-542-8191.
