Loading a template during the creation of a payment order

 
Prerequisite

The creation mask for payment data is opened (for example, menu Creation ➔ Credit transfers, button ).

Procedure

1.

Click on Loading template....

A list with the templates that are available for this payment format opens.

2.

Optional: refine the list of templates via the search field.

If you have created template categories, you can add the required template category to the search terms via a button.

3.

Select a template and confirm your selection with Accept.

A creation mask with the predefined data from the template opens.
 

If you had already entered payment data: your previously entered data is lost.