A Payment Template is an Agreement structure that can be used for multiple customers. This is useful if you have the same plan for all customers, as opposed to a unique plan for each customer.
Once you have created a Template, you can generate a URL or QR Code that you can send to your customers for self-onboarding. Once a customer has added their details to the Template form, you will see a Smart Payment Agreement appear in your Agreement’s list.
The Payment Template tab will show all the Payment Templates that you have created for your customers and is also where you can create a new template, edit existing templates or generate QR codes or URLs for your templates.
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