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Commercial
Template Overview
In the
Commercial
tab, click on
Payments
.
1.
Templates can be viewed in either list or grid form. You can change the
view by clicking
List
or
Grid
near the right-hand corner of any page in the
Payments section.
2.
Cick the
icon to edit a template.
3.
Click the
icon to favorite a template.
4.
Click the icon to copy a template.
5.
The
Last Amount
that was paid and the
Last Date
each template was used
are also listed.
6.
You can
Search
templates by entering a term in the search box or by
choosing a
Filter
type from the drop-down.