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EFT Payments

Managing Templates

Templates are used to save all the required payment information for repeat use.

Creating Payments

How to use templates to create payments quickly and easily.

Approving and Submitting Payments

The final portion of the payment flow how to take the payments you've created and approve (if required) and submit them.

Traces and Recalls

EFT Recalls let you cancel a payment prior to settlement and Traces investigate issues with receipt of payment.

Simple Payments

How to create individual payments directly from the Overview page.

Cut off Times

Recommended lead times for your payments.