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Managing templates

We've updated the way you view & manage templates

Christiaan Lok avatar
Written by Christiaan Lok
Updated over 7 months ago

With the re-introduction of HPP, being automatically generated from templates, we've updated the interfaces used to manage templates.

The table of templates has been updated to show relevant data on each template (name, finance option enabled, disbursement bank account, etc)

When a HPP is enabled for a template, you can optionally disable/enable payment requests for that same template (meaning you can separate out templates for payment requests or HPP, or use a single template for both models). When disabled, no button/option is displayed on the dashboard to create request - this does not affect any existing requests.

You can view the HPP generated from a template by tapping the link in the table of templates.

We've merged a number of similar fields and settings into a simplified model for controlling branding and contact details on templates:

  • The one "default branding & contact details" page sets branding settings that are applied to new templates (which you can then customise per template if desired), including an email mask (setting the "from" name on the initial payment request email sent to customers - not the actual email address, just the name).

  • Within a template, the details in the "branding" card are now used as both branding and contact details on the payment page and HPP (rather than previously setting these separately, duplicating the fields). You can optionally override the phone & email to be replaced with those details from the user who created the payment request, and optionally override the email mask - both settings at a template level.

  • We've updated the notifications settings - templates will default to sending notifications to the request sender, but can also be configured to send to additional email recipients

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