The “Payment templates” function is available for all payments entered in the last 720 days.
- Navigate to “Payments > Payments on record”.
- Set the time period of the filter as desired.
- Search by name, IBAN/account number, booking text or reason for payment.
- Select the payment you are looking for. Behind the 3 points on the right you will find the menu item “Use as template” – adjust the amount and other details such as the reference number if necessary or execute the payment directly.