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Integrated Payments Help

Manage Templates

This section allows you to create new templates or search existing templates to view, modify, copy, approve, delete and/or activate/deactivate templates.

Modifying a template

This page allows you to modify template for integrated payments (ACH, EFT, EDI, Wires). Depending on the type of payment you choose, the template displays a set of fields. Required fields are marked with an asterisk *; all other fields are optional.

In this help page, you’ll find:

How to modify a template

  1. From the Payments menu, go to Integrated Payments, then to Manage Templates.
  2. Use the Details section to search for the template you would like to modify. Enter information in fields to narrow down your search results by a number of different parameters:
    • Payment Type (All Payment Types, ACH, EFT, EDI, Wire)
    • Account
    • Template ID
    • Vendor Number
    • Recipient Name
    • Recipient ID
    • Template Status (All Statuses, Ready, Pending Approval, Inactive, On Hold, Repair)
    • Service Group
    • Payment/Cross Reference Number
    • Import File Name
    • Date Last Used (Current Day, Prior Day, Current Week, Last Week, Last Month, Date Range)

    3. You can also choose to sort your search results in ascending or descending order using a number of sortable parameters:

    • Template ID
    • Status
    • Service Group
    • Recipient
    • Vendor Number
    • Account
    • Payment Type
    • Date Last Used

  3. Click Search to view the Search Results table or click Reset to clear all of your search, filter, and/or sorting parameters.
  4. View the Search Results table and click Modify in the Action column of the template you would like to modify. NOTE: The search results for multi-recipient templates will display in a collapsible section. Disabled recipients will be marked and you will see a count of enabled and disabled recipients (example, 3/4 means three out of 4 recipients are enabled and one is disabled).
  5. You will see the Modify Template screen for the template. You can now update the fields.
  6. Click Continue to confirm the modifications you’ve made to the template. NOTE: If the service group is modified, and the service group of the template and the recipients in the grid are different, you will not be able to proceed or click Continue
  7. Once you’ve finished modifying the template, be sure to click Save. If you would like to make any additional changes, click Modify to go back to the Modify Template screen. If you do not want to further modify or to save any changes, you can click Cancel.

Information fields for integrated payment templates

Below we describe the information fields to be completed for the 4 available types of integrated payment templates:

ACH payments

Template Information

  • Template ID is a unique identifier required for each template (max. 30 alphanumeric characters).
  • Expiry Date is an option that creates an end date for use of a template. Must use the mm/dd/yyyy format.
  • Pre-Approved Amount is optional. This amount must be lower than the selected Service Group’s maximum for receivable/payable payment tier approval based on the selected Debit or Credit Type, Service Group, and Payment Type. Entering $0.00 allows you to enter different payment amounts when using the template.
  • Template Description can include letters and/or numbers but must not exceed 35 characters.

Payment Details

  • Amount can be entered in $9,999.99; 9,999.99; or 9999.99 formats.
  • Payment Currency designates in which currency the payment originates.
  • Date can be entered either directly or use the calendar widget (click on the calendar icon beside the ‘Due Date’ field).
  • Debit/Credit allows you to note whether this payment is a debit or credit.
  • Transaction Type Code classifies the transaction to a specific type (annuity, business/commercial, deposit, loan, miscellaneous, mortgage, pension, rent/lease, salary/payroll, tax).
  • SEC Code is a standard class entry code designation for IATs (International ACH transactions).
  • Payment/Cross Reference Number is an identifier for the payment that can be 1-30 alpha-numeric characters.

Originator Details

  • Settlement Account must be selected from the available accounts in the dropdown list.
  • Service Group is a grouping of recipients that allows you to more easily manage payments approvals, adjust approval limits, and customize templates and more. Choosing a service group restricts access for which recipients can be used when you create templates and payment.
    • Once assigned, a recipient cannot be moved to another service group or “unassigned”.
    • A recipient can only be assigned to one service group.
    • If the Service Group field for a recipient is left blank, the recipient can be accessed by all users to create templates and payments.
    • A recipient can be added to a template if the recipient is either unassigned to a service group or assigned to the service group selected for the template. You can search for a recipient using the search criteria Service Group. You can also choose to view the recipients that are currently unassigned to a service group.
  • Agreement ID is a dropdown list that displays the available agreement options based on your access privileges.
  • Currency, Institution, Transit, and Originator Address will be auto-populated based on selections made for the type of payment being created. For ACH payments, the ODFI (Originating Depository Financial Institution) and Return Institution Transit fields will also auto-populate.
  • Originator Address is auto-populated based on selections made for this type of payment.
  • Chargeback details designates where any un-postable items will be returned. Payments may be returned for various reasons, such as if an account has been closed or if there are non-sufficient funds, or an incorrect account number has been input. Scotiabank must charge these payments back to the account you have specified.
  • Return Institution Transit will auto-populate based on your selection in the Settlement Account.

Recipient Details

  • Recipient ID is your identification for the recipient. It can be alpha-numeric and must not exceed 30 characters.
  • Recipient Name can contain a maximum of 30 alpha-numeric characters. Recipient Name2 is optional and can contain 35 characters.
  • Vendor Number can contain a maximum of 30 numeric characters. Different recipients cannot share the same vendor number.
  • Recipient Address for ACH payments includes the following fields:
    • Recipient Address can contain a maximum of 35 alpha-numeric characters.
    • City can contain a minimum of 2 and a maximum of 30 alpha-numeric characters.
    • Country allows you to select the appropriate country for the payment type from a dropdown list. ACH payments can be sent to either Canada or United States.
    • Postal/Zip Code can contain a minimum of 3 and a maximum of 15 alpha-numeric characters. This field is optional.
    • Province/ State must be selected for your payment.
  • Add to Recipient List allows you to create a new Recipient by saving the Recipient information you have entered for future payments, without having to re-enter it again.

Recipient Bank Information

  • Recipient Bank allows you to select ABA Number from a dropdown menu in order to send ACH payments to this recipient.
  • ABA Number is the 9-digit routing transit code of the recipient bank.
  • Account Number is the number of the recipient account or payment destination account at the RDFI (Receiving Depository Financial Institution). To reduce the risk of error and delay, ScotiaConnect will instantly validate the account routing information before you click Submit.
  • Account Type must be selected (Savings or Checking). NOTE: Existing recipients of ACH payments (and recipients that have been added to ScotiaConnect from an import file) have a default Account Type set to Checking-DA. View recipient details to modify this setting.

Optional Payment Information (will accompany payment)

Some payment types allow you to enter additional information as part of the payment. Information entered in the sections listed below is sent along with the other payment information. The fields available vary with each payment type.

  • Addendum One can be a maximum of 140 characters.
  • Addendum Two can be a maximum of 140 characters.

Customer Use Only (will not accompany payment)

Information entered in these fields is saved along with the rest of the payment information and can be viewed in the Payment History of the payment. The fields are similar for all payment types.

  • Internal Memo can be up to 140 alpha-numeric characters.
  • Recipient Name can be up to 30 alpha-numeric characters.
  • Phone Number can be up to 20 numeric characters.
  • Recipient Email can be up to 64 characters.
  • Fax Number can be up to 20 numeric characters

Remittance Details

Additional information can be sent along with the payment information for ACH, EDI and EFT payments – this information is called Remittance Information or a Remittance Advice. To add Remittance Information to a payment click on the Yes button in the Attach Remittance Advice field. The following fields will display:

  • Advice Delivery Method is your choice of how you would like the remittance details sent. You can choose between email, fax, or mail.
  • Email Address(es) can be entered if email is the selected delivery method. Multiple emails addresses may be entered as long they are separated by a semi-colon and are no more than 500 characters.
  • Email Subject Line can be entered if email is the selected delivery method. Enter a maximum of 100 characters.
  • Fax Number can be entered if fax is the selected delivery method. Enter a maximum of 20 characters for each fax number. Multiple fax numbers may be entered as long they are separated by semi-colon and are no more than 200 characters.
  • Fax Number Subject Line can be entered if fax is the selected delivery method. Enter a maximum of 100 characters.

EFT payments

Template Information

  • Template ID is a unique identifier required for each template (max. 30 alphanumeric characters).
  • Expiry Date is an option that creates an end date for use of a template. Must use the mm/dd/yyyy format.
  • Pre-Approved Amount is optional. This amount must be lower than the selected Service Group’s maximum for receivable/payable payment tier approval based on the selected Debit or Credit Type, Service Group, and Payment Type. Entering $0.00 allows you to enter different payment amounts when using the template.
  • Template Description can include letters and/or numbers but must not exceed 35 characters.

Payment Details

  • Amount can be entered in $9,999.99; 9,999.99; or 9999.99 formats.
  • Payment Currency designates in which currency the payment originates.
  • Date can be entered either directly or use the calendar widget (click on the calendar icon beside the ‘Due Date’ field).
  • Debit/Credit allows you to note whether this payment is a debit or credit.
  • Payment/Cross Reference Number is an identifier for the payment that can be 1-30 alpha-numeric characters.
  • CPA Code is a Canadian Payment Association 3-digit code that is used to identify various types of EFT payments. You may enter an optional CPA Code or use the CPA Code Search function to find the correct code for the payment you are creating.

Originator Details

  • Settlement Account must be selected from the available accounts in the dropdown list.
  • Service Group is a grouping of recipients that allows you to more easily manage payments approvals, adjust approval limits, and customize templates and more. Choosing a service group restricts access for which recipients can be used when you create templates and payment.
    • Once assigned, a recipient cannot be moved to another service group or “unassigned”.
    • A recipient can only be assigned to one service group.
    • If the Service Group field for a recipient is left blank, the recipient can be accessed by all users to create templates and payments.
    • A recipient can be added to a template if the recipient is either unassigned to a service group or assigned to the service group selected for the template. You can search for a recipient using the search criteria Service Group. You can also choose to view the recipients that are currently unassigned to a service group.
  • Agreement ID is a dropdown list that displays the available agreement options based on your access privileges.
  • Currency, Institution, Transit fields will be auto-populated based on selections made for the type of payment being created.
  • Long Name is by default the first 30 characters of the SD Agreement name. You can modify it, but you must not exceed 30 characters.
  • Short Name is by default, is the first 15 characters of the SD Agreement name. You can modify it, but you must not exceed 15 characters.
  • Originator Address will be auto-populated based on selections made for the type of payment being created.
  • Chargeback details designates where any un-postable items will be returned. Payments may be returned for various reasons, such as if an account has been closed or if there are non-sufficient funds, or an incorrect account number has been input. Scotiabank must charge these payments back to the account you have specified. The Chargeback Institution field will auto-populate based on your selection in the Agreement ID. The Chargeback Transit, Chargeback Currency and Chargeback Account fields are also auto-populated but can be edited.

Recipient Details

The Recipient Details saved with this template will be displayed. You can change the information entered and it will be saved for future use. If you choose to modify the template’s recipient with a recipient from your Recipient List, you can access recipients:

  • Assigned to the service group selected for the template and whose access is not restricted to any other service group
  • Recipient ID is your identification for the recipient. It can be alpha-numeric and must not exceed 30 characters.
  • Recipient Name can contain a maximum of 30 alpha-numeric characters. Recipient Name2 is optional and can contain 35 characters.
  • Vendor Number is the number you assign for the vendor of the payments to be made from this template, however different recipients cannot have the same vendor number. You may enter a maximum of 30 numeric characters.
  • Recipient Address for EFT payments includes the following fields:
    • Recipient Address 1 and Recipient Address 2 can each contain a maximum of 35 alpha-numeric characters.
    • City can contain 2-30 alpha-numeric characters.
    • Country allows you to select the appropriate country for the payment type from a dropdown list. EFT payments can be sent to either Canada or United States.
    • Postal/Zip Code can contain a minimum of 3 and a maximum of 15 alpha-numeric characters. This field is optional.
    • Province/ State must be selected for your payment.
  • Add to Recipient List allows you to create a new Recipient by saving the Recipient information you have entered for future payments, without having to re-enter it again.

Recipient Bank Information

  • Recipient Institution can be selected from a list of available Canadian Financial Institutions.
  • Account Number is the number of the recipient account or payment destination account at the RDFI (Receiving Depository Financial Institution). Recipient Account Numbers for EFT/EDI/ACH Payments can have only digits with spaces/hyphens. For the 12-digit accounts with Canadian FIs, hyphens and spaces should be removed. To reduce the risk of error and delay, ScotiaConnect will instantly validate the account routing information before you click Submit.
  • Recipient Transit is a 5-digit transit number of the payment receiving account.

Optional Payment Information (will accompany payment)

  • Sundry Information can include additional information about the payment up to a maximum of 15 characters.

Customer Use Only (will not accompany payment)

Information entered in these fields is saved along with the rest of the payment information and can be viewed in the Payment History of the payment. The fields are similar for all payment types.

  • Internal Memo can be up to 140 alpha-numeric characters.
  • Recipient Name can be up to 30 alpha-numeric characters.
  • Phone Number can be up to 20 numeric characters.
  • Recipient Email can be up to 64 characters.
  • Fax Number can be up to 20 numeric characters

Remittance Details

Additional information can be sent along with the payment information for ACH, EDI and EFT payments – this information is called Remittance Information or a Remittance Advice. To add Remittance Information to a payment click on the Yes button in the Attach Remittance Advice field. NOTE: Select customers using multi-recipient payment templates will not have access to remittance details. The following fields will display:

  • Advice Delivery Method is your choice of how you would like the remittance details sent. You can choose between email, fax, or mail.
  • Email Address(es) can be entered if email is the selected delivery method. Multiple emails addresses may be entered as long they are separated by a semi-colon and are no more than 500 characters.
  • Email Subject Line can be entered if email is the selected delivery method. Enter a maximum of 100 characters.
  • Fax Number can be entered if fax is the selected delivery method. Enter a maximum of 20 characters for each fax number. Multiple fax numbers may be entered as long they are separated by semi-colon and are no more than 200 characters.
  • Fax Number Subject Line can be entered if fax is the selected delivery method. Enter a maximum of 100 characters.

EDI payments

Template Information

  • Template ID is a unique identifier required for each template (max. 30 alphanumeric characters).
  • Expiry Date is an option that creates an end date for use of a template. Must use the mm/dd/yyyy format.
  • Pre-Approved Amount is optional. This amount must be lower than the selected Service Group’s maximum for receivable/payable payment tier approval based on the selected Debit or Credit Type, Service Group, and Payment Type. Entering $0.00 allows you to enter different payment amounts when using the template.
  • Template Description can include letters and/or numbers but must not exceed 35 characters.

Payment Details

  • Amount can be entered in $9,999.99; 9,999.99; or 9999.99 formats.
  • Payment Currency designates in which currency the payment originates.
  • Date can be entered either directly or use the calendar widget (click on the calendar icon beside the ‘Due Date’ field).
  • Debit/Credit allows you to note whether this payment is a debit or credit.
  • Payment/Cross Reference Number is an identifier for the payment that can be 1-30 alpha-numeric characters.
  • Transaction Type Code classifies the transaction to a specific type (annuity, business/commercial, deposit, loan, miscellaneous, mortgage, pension, rent/lease, salary/payroll, tax).
  • Invoice Details can be included in the payment.

Originator Details

  • Settlement Account must be selected from the available accounts in the dropdown list.
  • Agreement ID is a dropdown list that displays the available agreement options based on your access privileges.
  • Service Group is a grouping of recipients that allows you to more easily manage payments approvals, adjust approval limits, and customize templates and more. Choosing a service group restricts access for which recipients can be used when you create templates and payment.
    • Once assigned, a recipient cannot be moved to another service group or “unassigned”.
    • A recipient can only be assigned to one service group.
    • If the Service Group field for a recipient is left blank, the recipient can be accessed by all users to create templates and payments.
    • A recipient can be added to a template if the recipient is either unassigned to a service group or assigned to the service group selected for the template. You can search for a recipient using the search criteria Service Group. You can also choose to view the recipients that are currently unassigned to a service group.
  • Currency, Institution, Transit fields will be auto-populated based on selections made for the type of payment being created.
  • Originator Name 1 by default is the first 35 characters of the EDI Agreement name. You can modify it, but you must not exceed 35 characters. Originator Name 2 field allows you to add an additional 35 characters to the name if necessary.
  • Originator Address is auto-populated based on selections made for this type of payment.
  • Chargeback details explain where any un-postable items will be returned. Payments may be returned for various reasons, such as if an account has been closed or if there are non-sufficient funds, or an incorrect account number has been input. Scotiabank must charge these payments back to the account you have specified.
    • The Chargeback Institution/Transit/Account is auto-populated based on other selections you make for this payment type.
    • The Chargeback Institution field will auto-populate based on your selection in the Agreement ID.
    • The Chargeback Transit, Chargeback Currency and Chargeback Account fields are also auto-populated but can be edited.

Recipient Details

The Recipient Details saved with this template will be displayed. You can change the information entered and it will be saved for future use. If you choose to modify the template’s recipient with a recipient from your Recipient List, you can access recipients:

  • Assigned to the service group selected for the template and whose access is not restricted to any other service group
  • Recipient ID is your identification for the recipient. It can be alpha-numeric and must not exceed 30 characters.
  • Recipient Name can contain a maximum of 30 alpha-numeric characters. Recipient Name2 is optional and can contain 35 characters.
  • Vendor Number is the number you assign for the vendor of the payments to be made from this template, however different recipients cannot have the same vendor number. You may enter a maximum of 30 numeric characters.
  • Recipient Address for EDI payments includes the following fields:
    • Recipient Address 1 and Recipient Address 2 can each contain a maximum of 35 alpha-numeric characters.
    • City can contain 2-30 alpha-numeric characters.
    • Country allows you to select the appropriate country for the payment type from a dropdown list. EFT payments can be sent to either Canada or United States.
    • Postal/Zip Code can contain a minimum of 3 and a maximum of 15 alpha-numeric characters. This field is optional.
    • Province/ State must be selected for your payment.
  • Add to Recipient List allows you to create a new Recipient by saving the Recipient information you have entered for future payments, without having to re-enter it again.

Recipient Bank Information

  • Recipient Institution can be selected from a list of available Canadian Financial Institutions.
  • Account Number is the number of the recipient account or payment destination account at the RDFI (Receiving Depository Financial Institution). Recipient Account Numbers for EFT/EDI/ACH Payments can have only digits with spaces/hyphens. For the 12-digit accounts with Canadian FIs, hyphens and spaces should be removed. To reduce the risk of error and delay, ScotiaConnect will instantly validate the account routing information before you click Submit.
  • Recipient Transit is a 5-digit transit number of the payment receiving account.

Customer Use Only (will not accompany payment)

Information entered in these fields is saved along with the rest of the payment information and can be viewed in the Payment History of the payment. The fields are similar for all payment types.

  • Internal Memo can be up to 140 alpha-numeric characters.
  • Recipient Name can be up to 30 alpha-numeric characters.
  • Phone Number can be up to 20 numeric characters.
  • Recipient Email can be up to 64 characters.
  • Fax Number can be up to 20 numeric characters

Remittance Details

Additional information can be sent along with the payment information for ACH, EDI and EFT payments – this information is called Remittance Information or a Remittance Advice. To add Remittance Information to a payment click on the Yes button in the Attach Remittance Advice field. NOTE: Select customers using multi-recipient payment templates will not have access to remittance details. The following fields will display:

  • Advice Delivery Method is your choice of how you would like the remittance details sent. You can choose between email, fax, or mail.
  • Email Address(es) can be entered if email is the selected delivery method. Multiple emails addresses may be entered as long they are separated by a semi-colon and are no more than 500 characters.
  • Email Subject Line can be entered if email is the selected delivery method. Enter a maximum of 100 characters.
  • Fax Number can be entered if fax is the selected delivery method. Enter a maximum of 20 characters for each fax number. Multiple fax numbers may be entered as long they are separated by semi-colon and are no more than 200 characters.
  • Fax Number Subject Line can be entered if fax is the selected delivery method. Enter a maximum of 100 characters.

Wire payments

Template Information

  • Template ID is a unique identifier required for each template (max. 30 alphanumeric characters).
  • Expiry Date is an option that creates an end date for use of a template. Must use the mm/dd/yyyy format.
  • Pre-Approved Amount is optional. This amount must be lower than the selected Service Group’s maximum for receivable/payable payment tier approval based on the selected Debit or Credit Type, Service Group, and Payment Type. Entering $0.00 allows you to enter different payment amounts when using the template.
  • Template Description can include letters and/or numbers but must not exceed 35 characters.

Payment Details

  • Amount can be entered in $9,999.99; 9,999.99; or 9999.99 formats.
  • Payment Currency designates in which currency the payment originates.
  • Value Date is the date on which the funds for the payment become available to the recipient.
  • Priority Handling can be selected.

Originator Details

  • Debit Account must be selected from the available accounts in the dropdown list.
  • Service Group is a grouping of recipients that allows you to more easily manage payments approvals, adjust approval limits, and customize templates and more. Choosing a service group restricts access for which recipients can be used when you create templates and payment.
    • Once assigned, a recipient cannot be moved to another service group or “unassigned”.
    • A recipient can only be assigned to one service group.
    • If the Service Group field for a recipient is left blank, the recipient can be accessed by all users to create templates and payments.
    • A recipient can be added to a template if the recipient is either unassigned to a service group or assigned to the service group selected for the template. You can search for a recipient using the search criteria Service Group. You can also choose to view the recipients that are currently unassigned to a service group.
  • Currency will be auto-populated based on your earlier selection of currency in the Payment Details section of the template.
  • Originator Name can be entered up to a maximum of 35 characters.
  • Originator Address will be auto-populated based on your Service Group selection.

Cross Currency Information

  • Rate Information can be selected based on an Automated Rate or a Pre-booked Rate.

    • Recipient Details

    The Recipient Details saved with this template will be displayed. You can change the information entered and it will be saved for future use. If you choose to modify the template’s recipient with a recipient from your Recipient List, you can access recipients:

    • Assigned to the service group selected for the template and whose access is not restricted to any other service group
    • Recipient ID is your identification for the recipient. It can be alpha-numeric and must not exceed 30 characters.
    • Recipient Name can contain a maximum of 35 alpha-numeric characters. If the recipient name is longer than 35 characters, please include the full name in the “Address” field.
    • Vendor Number is the number you assign for the vendor of the payments to be made from this template, however different recipients cannot have the same vendor number. You may enter a maximum of 30 numeric characters.
    • Recipient Address fields for Wire payments (Address 1, Address 2, City, Postal/Zip Code) must contain complete physical street address information. Post Office Box or P.O. Box information is not accepted as the wire payment maybe delayed or rejected depending on the intermediary or beneficiary bank policies.
      • These fields cannot be left blank or contain:
        • A variation of “Not Applicable”, “N/A”
        • A P.O. Box or variation of P.O. Box.
        • Special characters / - ? : ( ) . , ‘ + { } are not allowed unless part of a legal street address
      • City can contain a minimum of 2 and a maximum of 30 alpha-numeric characters.
      • Country select the appropriate country for the payment type. Wire payments can be sent to many countries globally.
      • Postal/Zip Code can contain a minimum of 3 and a maximum of 15 alpha-numeric characters. This field is optional.
      • Province/ State must be entered.
    • Add to Recipient List allows you to create a new Recipient by saving the Recipient information you have entered for future payments, without having to re-enter it again.

    Recipient Bank Information

    • Bank Country can be selected from the list of the available countries.
    • Account Number must be entered without spaces.
      • If the Recipient bank country requires IBAN (International Bank Account Number) as a mandatory field, the ‘IBAN‘ check box will be defaulted to being selected. Please enter the IBAN without spaces in the appropriate field.
      • If the Recipient bank country is IBAN optional, please select the IBAN checkbox to enter the IBAN number.
    • Recipient Bank this field allows you to change the addressing information you provide for your payment. Depending on your selection the Recipient Bank fields displayed change.
      • Bank/Transit: changes the display to show the Recipient Institution and Recipient Transit fields. This selection is only available if the receiving Bank is in Canada. If you select this option choose the Recipient Institution then enter the Recipient Transit number – or use the Bank Search to find the Institution/Transit.
      • SWIFT/BIC: changes the display to show the SWIFT/BIC fields.
      • Bank Search: this button displays for all Recipient Bank options and allows you to perform searches for Banks around the world. (See Bank Search help for more information)
    • Bank Details: is auto-populated with the information entered or selected from the other Recipient Bank fields.

      • Optional Payment Information (will accompany payment)

      Some payment types allow you to enter additional information as part of the payment. Information entered in the sections listed below is sent along with the other payment information. The fields available vary with each payment type.

      • Information to Recipient: information entered in this field will be included with the payment and can contain transaction details intended for the final beneficiary such as an invoice number. Users can enter up to 140-character entry or 3 lines of 35 characters.
      • Bank to Bank Information: information entered in this field will result in your wire payment being stopped by our Wire Processing department to review the information, which may result in the payment not arriving to the Beneficiary on time. To eliminate delays in your Wire payment leave this field blank.

      Customer Use Only (will not accompany payment)

      All payment types allow you to enter additional information as part of the payment however this information is NOT sent along with the other payment information. Information entered in these fields is saved along with the rest of the payment information and can be viewed in the Payment History of the payment. The fields are similar for all payment types.

      • Internal Memo enter up to 140 alpha-numeric characters.
      • Recipient Name enter up to 30 alpha-numeric characters.
      • Phone Number enter up to 20 numeric characters.
      • Recipient Email enter up to 64 characters.
      • Fax Number enter up to 20 numeric characters.

    How to manage payment defaults

    Manage Payment Defaults allows you to create /edit a set of default values for a specific Payment Type.

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