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21

hillsbank.com

Templates & Payments

5

Grant user access to the template by either entering a user’s

name in the space provided or placing a checkmark next to

an existing user. Click

Next

at the bottom of the screen.

6

This screen allows you to select a recipient for the template.

To create a new recipient, click

Add Recipient

.

7 To add payment and amount:

Select an existing recipient

from the displayed list. Next, enter an amount that is to be

assigned to the template and payment. Click

Next

to proceed.

8

Choose the account from which funds will be debited (FROM)

by placing a checkmark next to the appropriate account.

Click

Next

to proceed.

9

The next screen allows you to review the terms of the new

template prior to submitting. Click

Approve

to finish.