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Commercial: Creating a New Payment or Template
1.
Decide if you would like to use either the Grid or List option.
2.
(Optional) If you have the Manage Subsidiaries right, choose a subsidiary.
a.
In List View, their name using the search bar or checking the box next
to their name.
b.
In Grid View, click the recipient card to show the
icon in the top
left of the card.
3.
(Optional) If you have the Manage Subsidiaries right, you can also add
a new subsidiary and remain within your payment template. Click the
Add Subsidiary
button to be redirected to the Add Subsidiary page,
then return to where you were within your template.
4.
(Optional) If you need to change the ACH Class Code, click the
Change
link.
5.
Click the
Next
button when you are finished.
Part 4 of 7: Subsidiary
If you have the Manage Subsidiary rights activated you will have the ability to add
a subsidiary to your payment.
Add Subsidiary
Add Subsidiary
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