The “Payment templates” function is available for all payments entered in the last 720 days.

  1. Navigate to “Payments > Payments on record”.
  2. Set the time period of the filter as desired.
  3. Search by name, IBAN/account number, booking text or reason for payment.
  4. 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.