How to create a new template?
You can either load a saved template or create a new one. To create a new template, follow these steps:
- Select the APCA ID you want to use for the payment. If you don’t have an APCA ID, learn how to apply for one.
- To add a new payment, click “Add Payment”
- To edit any existing payments in the table, simply click in the field you want to change and click “Save”.
- To sort a table column, click on the column heading eg. Account Name.
- To save the template only, click “Save Only”. To proceed with payment, click “Next”.