Edit an ACH Template

Edit An ACH Template

If you need to make a change to one of your existing ACH templates, follow these steps.

1

Select ‘ACH' under ‘Money Movement’.

2

Depending on the template type you want to edit, navigate to either the ‘Make Payment' or ‘Collect Money’ tabs then click on the name of the template you want to edit.

3

Once your template opens, click the ‘Edit Template’ icon.

4

Edit the details to the template as needed. Once complete, click ‘Continue’ at the bottom of the page.

5

Confirm the edits to your template. Once complete, click ‘Save Changes’ at the bottom of the page.