How do I create a payment template?

On OCTO Biz web

  • Step 1: Login to OCTO Biz web
  • Step 2: On the left side menu, click Pay & Transfer > Manage Pay & Transfer > Manage Template > Add

 

On OCTO Biz app

  • Step 1: Login to OCTO Biz app
  • Step 2: On the bottom navigation tab, tap More > Other Services > Manage Template

Alternatively, you have the option to Save Template after each payment request is submitted. This is available on both OCTO Biz web and app.

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