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What you'll need

    • Permission to create templates. If you can't see Templates (under Payables or Receivables), ask an Administrator to enable this for you.

Create payables template

    1. Log on to CommBiz. Select Payables, then Templates
    2. At the bottom of page, select from the below options:

      • New Direct Credit template
      • New Transfer template
      • New GDES template
      • New BPAY template
      • New Fast Payment template
    3. Complete the details then select Save Template
    4. The Confirm Template screen will display. Review the details, then Modify or Confirm.
  • To create a payment using your template:
     
    • Log on to CommBiz. Select Payables, then Templates
    • On the Find Templates page, search for your template then select Initiate Transaction
    • The Create Transaction page will display. Complete the details, then Submit.

    Note: If you changed the details of your existing template for this transaction, you can save it for future use by selecting Save as new template before you submit.

Create receivables template

    1. Log on to CommBiz. Select Receivables, then Templates
    2. At the bottom of page, under Create a new template, select Direct Debit
    3. Complete the details then select Save Template
    4. The Confirm Template screen will display. Review the details, then Modify or Confirm.
  • To create a direct debit using your template:
     
    • Log on to CommBiz. Select Receivables, then select Templates
    • On the Find Templates page, search for your template then select Initiate Transaction
    • The Create Transaction page will display. Complete the details, then Submit.

    Note: If you changed the details of your existing template for this transaction, you can save it for future use by selecting Save as new template before you submit.

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