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TIP: A template payment must be for the same amount and to the same payee each time.

Creating a Template

To create a template, go to Create & Manage Payments > Manage Templates and choose Create Template from the top tab, then:

  • 1Enter your chosen Template Name.

  • 2Choose Outgoing Telegraphic Transfer or Outgoing Draft from the Product drop-down menu.

  • 3Select the currency you want to send to your beneficiary from the Currency drop-down menu.

  • 4Choose the Settlement Method from the drop-down menu, and select the appropriate account number.

  • 5Enter the Payment Amount and Payee Currency.

TIP: Should you wish to add a note, Payment Notes to Payee will be sent with the payment instruction and are viewable by your payee.
  • 6Once you have entered all the mandatory information, click Create Template. You’ll see a green success message confirming your action and advising you of the new Template ID.

  • 7When creating a payment using a new template, simply select the Template Payment tab under Create a Spot Payment and search for the template you require by Template ID or Template Name. All stored information will then be displayed on screen.

Viewing/Modifying Templates

If you wish to view/modify an existing template, ensure that you click View/Modify Template from the top tab, then:

  • 1Enter search criteria such as Template ID, Template Name, Product or Currency. Then click Search.

  • 2The existing templates on your account are then displayed.

  • 3 To view or modify the details of any template, click on the appropriate Template ID.

TIP: Should you wish to add a note, Payment Notes to Payee will be sent with the payment instruction and are viewable by your payee.
  • 4Once you have made any changes, ensure that all mandatory fields are complete and click Save in the lower right of the page. You’ll see a green message indicating that your changes were made successfully.

Contact us

Existing members

Our Customer Service team is available daily from 8am to 6pm, Monday through Friday. 1300-554-884

New members

New to American Express? Give us a call on 1300-885-749. Our Customer Service team is available daily from 8am to 6pm, Monday through Friday.

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