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What you'll need

    • Permission to create templates. If you can't see Templates (under Payables or Receivables), ask your Administrator(s) to enable this for you.

Create payables template

    1. Go to Payments, then Templates
    2. At the bottom of page, select from the below options:

      • New Direct Credit template
      • New Transfer template
      • New GDES template
      • New BPAY template
      • New Fast Payment template
    3. Complete the details then select Save Template
    4. The Confirm Template screen will display. Review the details, then Modify or Confirm.
  • To create a payment using your template:
     
    1. Go to Payaments, then Templates
    2. On the Find Templates page, search for your template then select Initiate Transaction
    3. The Create Transaction page will display. Complete the details, then Submit.

    Note: If you changed the details of your existing template for this transaction, you can save it for future use by selecting Save as new template before you submit.

Create payables template1

    1. Go to Payments, select Make domestic payments and then the payment type you are making a template for.
    2. Complete the details then select Save Template
    3. The Confirm Template screen will display. Review the details, then Modify or Confirm.

  • To create a payment using your template:

    1. Go to Payments, then Templates
    2. Search for your template then select Create payment from the action menu
    3. Review and complete the details, then Submit

    Note: If you changed the details of your existing template for this transaction, you can save it for future use by selecting Save as New Template before you submit.

Create receivables template

    1. Go to Receivables, then Templates
    2. At the bottom of page, under Create a new template, select Direct Debit
    3. Complete the details then select Save Template
    4. The Confirm Template screen will display. Review the details, then Modify or Confirm.

  • To create a direct debit using your template:

    1. Go to Receivables, then select Templates
    2. On the Find Templates page, search for your template then select Initiate Transaction
    3. The Create Transaction page will display. Complete the details, then Submit.

    Note: If you changed the details of your existing template for this transaction, you can save it for future use by selecting Save as new template before you submit.

Create receivables template1

    1. Go to All, Receivables, then select Templates
    2. At the bottom of page, under Create a new template, select Direct Debit
    3. Complete the details then select Save Template
    4. The Confirm Template screen will display. Review the details, then Modify or Confirm.

  • To create a direct debit using your template:

    1. Go to All, Receivables, then select Templates
    2. On the Find Templates page, search for your template then select Initiate Transaction
    3. The Create Transaction page will display. Complete the details, then Submit.

    Note: If you changed the details of your existing template for this transaction, you can save it for future use by selecting Save as new template before you submit.

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Things you should know

  • As this information has been prepared without considering your objectives, financial situation or needs, you should, before acting on this information, consider its appropriateness to your circumstances. Full Terms and Conditions for CommBiz are available here or from any branch of the Commonwealth Bank. View our Financial Services Guide. If you have a complaint in respect of this product, the Commonwealth Bank's dispute resolution process can be accessed on 13 2221.

    1The New CommBiz is being progressively introduced to CommBiz customers in phases. The information indicated about New CommBiz is subject to change.