Dashboard Payment Templates Tab (For Businesses)

Created by Elizabeth Whyte, Modified on Thu, 29 Jan at 2:07 PM by Elizabeth Whyte

Use this page to create and store templates for your regular Smart Payment Agreements. These templates can be loaded into a new Agreement during the setup process or even made publicly available for your customers to sign up on their own. You have the flexibility to create and edit these templates at any time.






When creating a new template - after clicking on "New Template", the following information will appear for you to fill out and create your template:




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