Templates allow you to reuse payment information easily. There are two ways to create a template in ACH Pro: 1) on the History page, click Create Template next to an existing file or 2) create a template from scratch. This tutorial covers creating a template from scratch.

Steps

1. Click Templates in the left main menu. Then on the Templates page, click + Template.
2. The New Template page that appears will look identical to the page you would normally use to create ACH files. The example in the image below demonstrates a cash concentration file. Note in our example that the amount fields were left blank. This is acceptable in a template and will remind us to enter a new amount each time we create a file using this template.

1. Click Save Template in the bottom right corner when you’re finished modifying your template.